Crypto Taxes

“I'm confused about reporting Coinbase crypto on my tax return?”

CommonDeep Dive · 60 min · $170

Coinbase activity often raises tax reporting questions because the tax treatment can depend on the type of transaction, the records available, and whether any trades, sales, staking, or rewards were involved. In many cases, a simple account statement is only part of the picture, since the IRS generally looks at the underlying transactions rather than the platform name alone. Cost basis, holding periods, and whether transfers between wallets were taxable events can all affect how the activity is reported on a return. Working through the specifics with a CPA is the cleanest way to land on the right move.

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.