Crypto Taxes

“I forgot to include my crypto on past returns, how can I fix that?”

CommonDeep Dive · 60 min · $170

When crypto was left off prior returns, the practical path often depends on which tax years are involved, whether the omitted activity was sales, swaps, or income from staking or mining, and what records still exist for basis and transaction history. The filing approach can also vary based on whether the omission was an honest mistake, whether any IRS correspondence has already arrived, and whether amended returns or other disclosure steps are part of the picture. Because crypto reporting often involves exchanges, wallets, and multiple transactions, the cleanup process is usually driven by the quality of the records and the scope of the missing activity. A short conversation with a CPA can sort out what applies to your specific numbers.

In your 60-minute session, the KGOB advisor handling it will:

  • Read your exact situation and tell you, in plain English, what’s actually going on.
  • Lay out your options and the trade-offs — no jargon, no judgment.
  • Give you a clear next step you can act on, whether that’s with us or on your own.
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This page is a prompt to start a conversation, not tax or legal advice, and states no tax-law specifics as fact. A consult session does not by itself create an ongoing engagement. We do not promise specific outcomes or savings. Kohari Gonzalez Oneyear & Brown PLLC — Charlotte, NC.

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