Your crypto
tax strategy,
built for the
long game.
You didn't get into crypto to spend your time reconciling
transactions. At a certain point the
complexity is bigger than
a generalist accountant can handle.
If you're
spending weekends reconciling wallets instead of
watching your investments, that's the signal.
“After three years of unreported crypto mining income,
Charlene helped me
amend my returns, identify business losses,
apply loss carrybacks and depreciation, and
get fully compliant.”
Client From Calgary
You're an investor.Not a bookkeeper
You've tried a generalist accountant who nodded along but
never really
understood what they were looking at.
You've opened Koinly hoping it would make things simpler, and closed it
when the
errors outnumbered the answers.
And somewhere in the back of your mind are past years you haven't
filed,
getting harder to ignore the longer they sit there.
This is what Investing
looks like
when the tax is taken care of.
Your books are clean. Your past years are resolved. Your investment
corporation is properly structured and your
tax position is optimized
for the long game you're already playing.
Every year your file gets handed off to someone who already knows
it, no starting over, no explaining your portfolio from scratch.
Just a partner who has it handled, year after year.
From overwhelmed by a CRA request to having it resolved with confidence.
When Derek received a
CRA request for information
about his crypto
transactions, he was overwhelmed by the deadline and unsure what CRA
actually needed.
We reviewed the request,
clarified what was required, helped gather the
supporting documentation, communicated proactively with CRA, and prepared
the submission.
The
matter was closed with CRA satisfied,
without it escalating into a full
audit or additional penalties and fines.
Client From Vancouver
how it works
Apply for Crypto Tax Support
Fill out the intake form and tell
me about your situation.
We Review Your Application
Within two business days, we’ll
review your application. If we
need additional information,
we’ll reach out to you.
You Get a Clear Next Step
Based on your application, I'll
recommend the right next
step for your specific
situation.
Charlene Tessier: Canadian Crypto Tax Expert Since 2012
I've been working with Canadian crypto investors
since 2012. Multi-wallet portfolios, years of unfiled
returns, Koinly rat nests. I've seen it all and
I know
exactly where the complexity turns into real
problems.
When you come on as a client,
I review your file
personally. Not a junior accountant. Not a
software algorithm. Me. I look at what you have, I
identify what's missing, and I
build a plan around
what I actually see in your records.
My longest
crypto clients have been with me for
over eight years. Through bull runs, collapsed
exchanges, new CRA guidance, and portfolios that
look nothing like they did when we started.
That's the kind of partnership that actually
protects what you're building.
