Crypto & Standard Tax Return Assistance

Job ID: 40226716

Budget: $250 – $750 USD

I need a qualified U.S. tax attorney to take my 2023 personal tax returns from start to finish. My situation is straightforward on the wage side—regular W-2 salary—yet it gets more complex once you factor in crypto gifts I both received and gave during the year. I’m looking for clear, defensible treatment of those transactions so that everything aligns with current IRS guidance.

Here’s what I expect:
• A complete federal (and California) personal return prepared and e-filed.
• Accurate cost-basis, holding-period, and gift reporting for the crypto transfers.
• Consolidated workpapers or spreadsheet that show how each figure was derived so I can reference it in the future.

Please let me know your experience handling gifted crypto, any tools you prefer (e.g., CoinTracker, TaxBit, or your own workpapers), and your estimated turnaround once you have my documents. I’m ready to provide W-2s, exchange statements, and wallet records as soon as we agree on the engagement.