Service 04 // Investors & Crypto
Modern portfolios combine brokerage accounts, real estate, equity compensation and digital assets across platforms and borders. We reconcile the underlying records and turn complex activity into complete, supportable U.S. tax reporting.
We prepare Schedule D and Form 8949, reconcile cost basis, report rental activity on Schedule E, and address RSUs, stock options, staking, forks and cross-platform crypto transactions. Cross-border holdings are coordinated with relevant foreign-asset reporting.
This service is built for active investors, technology professionals, real-estate owners and digital-asset participants whose transaction volume or asset mix exceeds the capabilities of basic tax software.
We reconcile broker, exchange, wallet and property records before calculating taxable events. Missing basis, transfers and inconsistent data are resolved before filing so the reported position is accurate and supportable.
The AI platform shortens intake and helps collect documents faster for review.
Use the AI platformSend a short note. The request will be prepared for s@sternprotax.com.
Contact details
s@sternprotax.comTelegram
@sternprotaxLocation
Global service, based in NY