Crypto Taxes
“What tax rules apply when I exchange crypto tokens?”
Exchanging crypto tokens often has tax implications because the transaction can be treated differently depending on whether one token is swapped for another, sold for cash first, or moved between wallets without a change in ownership. The tax result can also depend on the type of token involved, the records available for purchase dates and cost basis, and whether the activity occurred through a centralized exchange, a DeFi platform, or another arrangement. In many cases, the reporting picture turns on how the transaction is documented and whether any gain or loss is recognized. 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.
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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