CRYPTO’S FUN
The taxes? Not so much.
Get Your Personal 3-Step
Crypto Tax Plan
This round is closed.
Next release opens later this year.
The waitlist gets first access + early notice.
This round is closed.
Next release opens later this year.
The waitlist gets first access + early notice.
This round is closed.
Next release opens later this year.
Waitlist gets first access + early notice.
Client from Toronto
Finally, crypto tax answers that actually apply to Canadians.
Go from uncertain and overwhelmed to clear, structured, and confident about what to do next.
In just 5 minutes, complete your Crypto Snapshot.
Within 48 hours, you’ll receive a personalized 3-step action plan built around your actual portfolio.
You’ll walk away with:
✔ A clear starting point tailored to your exchanges, wallets, and activity
✔ A clear view of where your crypto stands: whether it’s straightforward, needs care, or deserves extra attention
✔ Direct guidance on exactly which parts of the guide apply to you
No generic advice.
No Reddit opinions.
No tax jargon spiral.
Just clarity. Structure. And your next three steps.
This round is closed.
Next release opens later this year.
Waitlist gets first access + early notice.
Built around your actual exchanges, wallets, and activity, so you know exactly what to tackle first instead of staring at spreadsheets.
You’ll understand whether your situation is straightforward, needs care, or deserves extra attention, so you can move forward confidently instead of guessing.
Built around the most common crypto tax questions Canadians ask, so you understand what’s taxable, how ACB really works, and what CRA actually expects.
You’ll know exactly where to start and what matters most for your portfolio, so you stop spinning in circles.
So you’re not relying on automated software or US focused advice.
If something isn’t clear, you can reach out and get pointed in the right direction, so you can keep moving forward.
For deeper support, we’ll look at next steps together.
Client from Vancouver
“All my stress is gone that I had from the first time we talked since I filed my taxes. Looking forward to years more of crypto trading now.”
This is for you if…
You don’t need to figure this all out alone.
If you’re tired of guessing and ready to understand where your crypto stands, this is your starting point.
This round is closed.
Next release opens later this year.
Waitlist gets first access + early notice.
I created this cheat sheet because I kept meeting Canadian crypto investors who all ran into the same issue:
###They weren’t sure which of their crypto moves were actually taxable.
Clients would tell me they were constantly guessing…
wondering if staking rewards were income, if swaps counted as disposals, or if simply holding crypto was always tax-free.
Most felt confused, frustrated, and worried they might be triggering taxes without realizing it.
After helping clients understand the difference between income, capital gains, and non-taxable events, I saw the same thing happen every time.
That’s exactly why I created the Is It Taxable Cheat Sheet, to give you quick, clear answers my clients rely on, so you can invest confidently without second-guessing every move.
This round is closed.
Next release opens later this year.
Waitlist gets first access + early notice.
Client from Calgary
“Thank you for answering my emails and for such great advice on crypto taxes in Canada.”
The curated links and setup guidance inside your custom action plan are specifically built around Koinly, which is the crypto tax software I use and recommend for Canadian investors.
It’s the platform I’m most familiar with and the one that works best for the majority of situations I see.
That’s why your resources and setup guidance are tailored to Koinly, so you’re not juggling multiple systems or conflicting instructions.
This is not a completed tax return.
You’ll receive a personalized action plan that helps you:
You’ll still need to implement the steps inside Koinly to determine your final numbers.
You’ll receive your personalized action plan within 48 hours of submitting your Crypto Snapshot.
Each plan is personally reviewed, it is not automated or AI generated.
This is designed for Canadian crypto investors who:
This is not designed for:
This product is designed as a DIY action plan.
You’ll receive a personalized roadmap and curated resources specific to your portfolio, but it does not include ongoing email or software support.
If you later decide you’d prefer professional assistance, you’re welcome to explore my consulting services separately.
This round is closed.
Next release opens later this year.
Waitlist gets first access + early notice.
You already know guessing isn’t working.
This is where that starts.
This round is closed.
Next release opens later this year.
Waitlist gets first access + early notice.
The information in these content is for educational purposes only and does not constitute financial, tax, or legal advice. It does not account for any specific investor’s circumstances and may not be suitable for all. Please consult a qualified professional who understands your individual situation before making any decisions.
Some of the links in this description may be affiliate links. This means I may earn a small commission at no additional cost to you if you choose to use them. I only recommend tools I personally use and trust.