Crypto Taxes

“I have crypto in Coinbase and need to know how to report it for taxes?”

CommonDeep Dive · 60 min · $170

Crypto held in Coinbase can create several tax reporting questions, and the answer often depends on the type of activity shown on the account, such as buying, selling, swapping, staking, or transferring between wallets. The tax treatment can also vary based on whether the records are complete, since exchange statements, transaction history, and cost basis details often shape what gets reported. In many cases, the key issue is matching each transaction to the right tax category and making sure the timing and amounts are reflected consistently across the return. Walking the details through with a CPA is the fastest way to know what truly applies here.

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.