We are now accepting returning and new clients for the 2023 tax season. For returning clients, please contact sales@polygonadvisory.com. For new clients, please schedule a free initial call.

Schedule

Service Offering for Individual Clients

(New or Returning)

*If you have not taken our DIY online course, we highly recommend that you sign up here and follow the course to get as many things done as possible on your own. By doing this, you may be able to reconcile everything on your own and not need us at all, or at least greatly reduce the number of hours that it will take our team to work on your accounts, which will save you much more than the cost of the course. We recommend that you finish the online course before signing up for our service to make sure you indeed need professional help.

Basic Plan

  • For clients with unreconciled accounts up to 5 and unreconciled transactions up to 5,000.
  • No DeFi or NFT or advanced transactions such as lending/borrowing, gaming, gambling, gifting etc. unless you are a returning client.
  • This is an annual reconciliation plan that will cover all the prior years through the current tax year for which the tax return is due.
  • Current year federal and home state tax return preparation (basic) included.

Premium Plan

  • No limit for number of accounts and number of transactions to be reconciled.
  • No limit for the type of transactions to be reconciled.
  • This is an annual reconciliation plan that will cover all the prior years through the current tax year for which the tax return is due.
  • Current year federal and home state tax return preparation (basic) included.


If you are interested in becoming a client of ours, please fill out the following form so that we can better understand your situation and the help that you need.
After you fill out the form, we will contact you with our service offerings and pricing.

Service Plans for Crypto Business Clients

We have a business crypto team specializing in serving blockchain/crypto businesses and their owners/employees. Our team members are both accountants and crypto investors. For more information please email sales@polygonadvisory.com.