Frequently Asked Questions

Find answers to common inquiries about our crypto tax, portfolio management, and compliance services right here.

What crypto services do you offer?

We provide comprehensive crypto tax preparation, detailed portfolio management, and robust compliance services to ensure you meet all HMRC requirements. This includes transaction tracking, tax-loss harvesting identification, and audit-ready documentation.

How do you help with HMRC compliance?

Our specialists stay current with the latest HMRC crypto asset regulations. We prepare accurate, compliant reports and ensure your transaction records are thorough and readily available, giving you confidence in your filings.

Can you track transactions across multiple exchanges and wallets?

Yes, our systems are designed to integrate with numerous exchanges and wallets. We can consolidate your transaction data from various sources to provide a complete financial picture for tax reporting and portfolio analysis.

What information is needed to begin using your services?

To start, we typically require access to your transaction history from exchanges and wallets (often via API keys or CSV downloads). During your initial consultation, we'll guide you through the specific information needed for your situation.

How do your services differ for active traders versus casual investors?

While both benefit from accurate reporting, services for active traders often involve more complex strategies like frequent tax-loss harvesting and detailed performance analytics. Casual investors might focus more on straightforward annual compliance and understanding basic tax obligations. We tailor our approach to your specific activity level and needs.

Frequently Asked Questions

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