Crypto Bookkeeping Diagnostic Intake Diagnostic Contact Thanks for paying. This intake is the only thing I need from you to draft your diagnostic response. Most people finish in about 10 minutes. Be as specific as you can — the more concrete your answers, the more concrete my response can be. Plain language is fine; you don't need to use bookkeeping or tax terminology. All answers stay confidential. Submitting this form starts the 48-business-hour clock for your written response.Section 1 - About your situationFirst NameLast NameWhat email should I send your written response to?Which best describes you? Individual investor (buy, hold, occasional trades) Active trader (frequent trading, multiple exchanges) DeFi / staking / mining participant NFT collector or creator Business or entity with crypto activity Some combination of the aboveRoughly how long have you had meaningful crypto activity? Less than a year 1 - 2 years 3 - 5 years More than 5 yearsSection 2 - Your activityRoughly how many transactions do you estimate across all your wallets and exchanges in a typical year? Under 50 50 - 250 250 - 1,000 1,000 - 5,000 More than 5,000 I genuinely don't knowWhich exchanges and wallets are you using?What kinds of activity does your year include? Buying and holding Active trading Staking or yield earning Liquidity pool participation Lending or borrowing Mining NFT activity Airdrops or token claims Charitable donations of crypto Receiving payments in crypto Paying contractors or vendors in crypto Cross-chain bridges or wrapped tokens Other (describe in next question)Anything from the previous question that's worth elaborating on?Section 3 - How your taxes have been handledHow was your 2025 tax return handled? I prepared it myself A CPA or EA prepared it I filed an extension and haven't filed yet I haven't filed at all Other (describe below)Have you been using any crypto tax software? Yes No Tried something but stopped using itWhich software, and what's your honest read on how it's been working?What was the most painful part of your last tax season?Section 4 - If you're running a business with crypto activityWhat does the business do, and what role does crypto play in it?Roughly what's the volume of crypto-related activity through the business in a year? Under $50K $50K - $250K $250K - $1M $1M - $5M Over $5MWhat's currently being used to track the business's crypto activity?Section 5 - What you needWhat are you actually hoping to get out of the diagnostic?Anything else I should know?Submit Intake
