High-Net-Worth Individuals & Digital Assets

• Advanced Capital Gains Reporting: Meticulous preparation of Schedule D and Form 8949 for complex stock portfolios and multi-jurisdictional sales.
• Crypto & Web3 Reconciliation: Full-scale cost-basis tracking, hard fork, staking, and cross-chain transaction analysis.
• Real Estate Portfolio Management: Schedule E preparation optimizing rental deductions, depreciation schedules, and cross-border property revenue.
• Executive Compensation Structures: Precise tax handling of RSUs, stock options (ISOs/NSOs), and equity-based compensation packages.

This service is explicitly built for high-net-worth investors, active traders, and tech professionals whose portfolios feature:

• High-volume equity trading, venture capital distributions, or angel investments.
• Active participation in cryptocurrency, DeFi protocols, NFTs, or digital asset staking.
• Cross-border real estate holdings or complex international passive income streams.
• Sophisticated domestic or foreign executive compensation structures.

We bridge the gap between high-volume data and personalized wealth protection:

1. Advanced Algorithmic Matching: For crypto and high-volume stock options, we run your raw transaction histories through advanced tax engines to perfectly track cost basis, accounting for complex rules across different tracking methods.
2. Tailored Wealth Protection: Your boutique tax advisor meticulously reviews the resulting data to identify tax-loss harvesting opportunities, minimize capital gains exposure, and legally shield your portfolio.

• Brokerage Statements: 1099-B forms, consolidated year-end statements, and option exercise reports.
• Digital Asset Ledgers: Full API access or CSV exports from all crypto wallets, exchanges, and portfolio trackers.
• Real Estate Records: Closing disclosures (HUD-1), rental income sheets, and localized expense reports.
• Prior Asset Records: Historical cost-basis documentation for legacy assets sold during the tax year.

Don't let unoptimized reporting erode your investment returns. Bring your portfolio to a boutique partner capable of protecting your wealth.

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