Crypto growth page

You are not calculating crypto taxes.You are understanding your financial position.

Bring in exchange or wallet activity, see what blocks readiness, and let Jennifer explain the actual issue before it turns into a filing surprise.

Jennifer-grounded
Jennifer explains the ledger, the taxable event, and the next action using stored activity instead of generic crypto tax prose.
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Analysis
See blockers
Reporting
Unlock reports
Pricing range

$300 to $1,500 based on cleanup depth, reporting needs, and advanced insights.

Monetization gates

Reports, advanced insights, and multi-source cleanup unlock after the secure upload begins.

Growth engine
Jennifer-guided explanation

Crypto position clarity

This page is built for control, not spreadsheet theater. Tell us what kind of portfolio you have, what worries you, and Jennifer will point to the next decision.

No file selected yet. Start with an exchange or wallet export.

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Filing status
Upload needed
Basis confidence
Low
Priority
Rebuild cost basis before trusting any filing output.
Jennifer explanation
Jennifer is holding back any confident filing answer until basis quality improves. Missing basis creates the biggest reporting risk in this portfolio.
Jennifer is holding back any confident filing answer until basis quality improves. Missing basis creates the biggest reporting risk in this portfolio.
Portfolio analysis
Turn exchange exports into a clear personal financial picture.
Separate noise from the few decisions that actually change the tax outcome.
Monetization gates
$300 to $1,500 depending on cleanup depth, reporting needs, and whether advanced insights are required.
Reports, advanced insights, and multi-source cleanup unlock after the secure upload path begins.
Jennifer stays tied to the uploaded ledger so the explanation layer remains grounded in stored activity.
What happens after upload
Step 1
Upload activity

Bring in exchange or wallet exports so the secure workspace has a real ledger to work from.

Step 2
Find the real blockers

See missing cost basis, transfer issues, duplicate records, and taxable-event gaps in plain English.

Step 3
Explain the position

Jennifer explains what happened, why it matters, and which actions improve filing readiness.

Step 4
Move to reports

Unlock reports, advanced insights, and guided cleanup when the account needs more than a quick upload.

Why this converts
Portfolio analysis

Separate what is noise from what actually changes reporting, readiness, or strategy.

Jennifer explanation

Every answer is tied to the uploaded ledger, selected tax event, and explanation layer instead of generic crypto tax chat.

Execution path

Move from upload to cleanup, reporting, and advisor review without changing systems.

Multi-asset system

Crypto is one signal inside a larger financial picture.

The same client may need tax filing, FIRPTA support, or business finance guidance around the same time. This system keeps those paths connected instead of splitting them across tools.

Tax filing

Move from crypto cleanup into filing once the ledger is explained and ready.

FIRPTA

Keep real estate and digital-asset events inside one client intelligence layer.

Business finance

Connect treasury, reporting, and planning when crypto belongs to a business rather than an individual.

FAQ

Crypto questions high-intent clients ask before they upload

Clear answers for crypto tax calculator, crypto gains reporting, and what the secure analysis path actually unlocks.