When you need
an advisor
Filing is backward-looking. Advice is forward-looking. If you only need a clean return for last year, our crypto tax service covers that. You need an advisor, not just a filer, when a decision, a notice, or an old mistake is in front of you.
Talk It ThroughSigns it’s time to call
- ✓You hold a large unrealised position and want the tax cost of disposing before you sell
- ✓You have token compensation, a vesting schedule, or a SAFT and need to know how and when it is taxed
- ✓You have received an HMRC nudge letter, a Section 9A enquiry, or an IRS CP2000 notice
- ✓You have unfiled years and need to disclose before HMRC finds you through CARF data
- ✓You think a previous return or software report was wrong and want a second opinion
Three areas a generalist
cannot cover
Planning, disclosure, and the situations crypto professionals carry. This is the work most general accountants refer out.
Tax planning
Timing and classification are both legal and both move the number. In the UK that means the £3,000 allowance, the 18 and 24 percent rates, loss carry-forward, and timing disposals around the basic-rate band. In the US, the short versus long-term line at the one-year hold often makes the biggest single difference.
Investigation & disclosure
We respond to HMRC nudge letters and Section 9A enquiries, handle voluntary disclosure through HMRC’s Worldwide Disclosure Facility, and answer IRS CP2000 notices where exchange-reported figures do not match the return. We represent you through to resolution.
Token comp & DeFi
Vested tokens that crashed before disposal, illiquid SAFTs, and RSU-style grants in tokens with no liquid market. We advise on the UK and US treatment of each, including the US Section 83(b) election, which must be filed within 30 days of grant or it is lost permanently.
We do not guarantee tax savings. We model the options under HMRC and IRS rules and tell you what each one does to your position, so you can decide with full information.
The cheapest insurance available
From 2026, the Crypto-Asset Reporting Framework (CARF) means exchanges report account data directly to tax authorities. The gap between what you filed and what your exchange reported is now visible to HMRC and the IRS. Getting ahead of that is the single most valuable thing an advisor does this year.
In one case, a second-opinion review found a £21,400 overstatement in a client’s reported gains. Proper reconciliation may reduce overstated gains where the original report contains errors.
Book a Second-Opinion ReviewFor who does the filing work, see our crypto tax accountants page. For the end-to-end filing service, see our crypto tax service page. Worried about an unfiled year? Read what happens if you don’t file crypto.
Common questions
What is the difference between a crypto tax advisor and a crypto tax accountant?
An accountant reconciles and files. An advisor also plans ahead, defends your position in an enquiry, and handles disclosure of unfiled years. We do both, but the advisory work is what most generalists cannot offer.
Can a crypto tax advisor reduce my tax bill?
We do not guarantee savings. We model timing and classification options under HMRC and IRS rules and tell you what each does. Where a prior report contains errors, correcting it may reduce an overstated figure.
I have unfiled crypto years. What should I do?
Disclose before you are contacted. Voluntary disclosure through HMRC’s Worldwide Disclosure Facility, or amended US returns, almost always costs less than waiting for an enquiry. We handle the whole process.
Do you advise crypto professionals on token compensation?
Yes. Vesting, SAFTs, illiquid grants, and the US Section 83(b) election are a core part of our advisory work for people employed in the industry.