W. H. Brock & Associates

Work with a CPA Who
Actually Does Crypto

Tell us where things stand. We'll have a read on your situation before the first call.

About a minute · Confidential · No-obligation consultation

Name *

Email *

Where do things stand? Check all that apply.

Filing and getting caught up

I still need to file this year's return I have prior years that were filed wrong, never filed, or where I underreported and need to correct it

The IRS has already reached out

I've received an audit or examination letter I've received a CP2000 or other IRS notice I've gotten a 1099-DA (or expect one) and am worried about an IRS mismatch now that exchanges report directly

Coming into compliance

I've never reported my crypto and want to get right with it before the IRS comes to me I have staking, DeFi, or NFT activity that never made it onto a return My cost-basis records are incomplete or missing

Active trading and large transactions

I trade actively and I'm generating real short-term gains I'm planning a large sale or DeFi exit and want to understand the tax hit first My activity is spread across multiple wallets and exchanges

Planning and strategy

I've only ever filed once a year — never had an actual plan I'm sitting on large unrealized gains with no plan for managing them I have losses I've never harvested No one's reviewed whether my entity structure is set up tax-efficiently I'd like a second opinion from a CPA who focuses specifically on crypto

Puerto Rico

I'm considering relocating to Puerto Rico for the Act 60 individual tax incentives I'm interested in Puerto Rico investments under the Act 60 incentives

Anything else? Tell us in a sentence or two.

Your information is confidential. Submitting this form does not create an attorney-client or accountant-client relationship.

Office

4001 W. Devon Ave., Suite 209
Chicago, IL 60646

bill@billbrock.net

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Work with a CPA WhoActually Does Crypto

Work with a CPA Who
Actually Does Crypto