Crypto tax consultation

Holding Crypto Abroad? Map the U.S. Tax and International Reporting Issues Before You File.

Digital-asset activity can create U.S. income-tax and international reporting questions that depend on the asset, transaction, platform, ownership structure, and taxpayer's broader foreign financial activity. Trading, staking, mining, lending, DeFi, NFTs, tokenized investments, and foreign entities can require different analysis. Assessment availability depends on a connected workflow that supports this topic. Preparation and filing are separately scoped.

Start a scope inquiry

Send broad facts first. Any paid work requires a supported workflow, written scope and fee before you decide.

AI agents · no human review · scope before payment

The consultation

Facts that define a supported scope

These facts help define scope. Listing a topic does not mean an autonomous assessment or filing workflow supports it.

Platforms and custody

The exchanges, custodians, self-custody wallets, DeFi protocols, and other platforms involved, including which arrangements may require additional international-reporting analysis.

Transaction types

Purchases, sales, exchanges, staking, mining, lending, borrowing, airdrops, liquidity activity, NFTs, and other transactions that may require different U.S. tax treatment.

Tokenized investments and foreign structures

Whether any digital-asset holdings represent interests in foreign corporations, funds, partnerships, trusts, or other structures that may create separate U.S. international information-reporting issues.

Records and cost basis

Whether transaction histories, wallet transfers, acquisition costs, proceeds, fees, and U.S.-dollar fair-market values are sufficiently documented for tax preparation.

Filing and notice history

Prior reporting of digital-asset activity, Forms 1099 or other information statements received, foreign tax reporting, IRS notices, and whether prior returns may require further review.

The agreed deliverable

What you leave with

The written scope identifies the supported evidence checks and deliverable. Agents preserve unresolved facts and state the limits of the result.

The filing years or issues that need further review.
The records or information needed before preparation can begin.
Whether the work appears to fit FileAbroad's preparation scope.
If FileAbroad can accept the work, a written preparation scope and exact quote before preparation begins.

You are not required to hire FileAbroad for preparation after the consultation.

Scope

What the consultation does not include

An assessment covers only its accepted evidence and questions. It does not include preparation or filing of a tax return, FBAR, information return, amended return, or Streamlined submission.

It also does not create an open-ended support engagement. Additional research, document review, preparation, or follow-up work is included only when it is specifically agreed or purchased.

FileAbroad does not provide legal advice or tax litigation services.

Current pricing

Optional $100 scope assessment

Supported AI Scope Assessment

$100

Availability requires a connected AI workflow that supports the requested scope. Its written terms define the evidence checks, deliverable and fee before you pay. There is no human reviewer or live consultation call.

Preparation and submission require a separate supported workflow and accepted scope. Published reference prices for straightforward tax-year-2025 federal expat returns start at $575, and standalone current-year FBAR preparation starts at $100. Prior-year, delinquent, amended, entity, trust, partnership, PFIC, Streamlined, and other complex international work requires a separately supported scope. A published price does not establish availability or filing capability.

See preparation services and pricing

The process

How the paid assessment works

1
Share broad facts.
Describe the question, people and years without uploading sensitive tax documents through the public form.
2
Confirm available scope.
The work must fit a connected AI workflow. An unsupported topic cannot be accepted merely because AI agents are available.
3
Accept terms before payment.
Any paid assessment has a written deliverable, limitations and fee before you decide.
4
Confirm evidence and corrections.
Use the accepted workflow to provide records and confirm facts. AI agents keep unknowns unresolved; no human reviewer approves the work.
5
Preparation is separate.
Preparation or submission requires its own supported workflow, accepted scope and your authorization.

Before you book

Questions we'll use to map your digital-asset tax situation

Which exchanges, custodians, wallets, DeFi protocols, or other platforms did you use during the relevant years?

What types of activity occurred — purchases and sales, staking, mining, lending, borrowing, airdrops, token swaps, liquidity pools, DeFi transactions, or NFT activity?

Do you hold tokenized securities, interests in foreign funds, pooled investment vehicles, foreign entities, or other investments represented through digital assets?

Do you have complete transaction histories showing acquisition dates, dispositions, cost basis, fees, transfers between wallets, and U.S.-dollar values?

Have you received Forms 1099, digital-asset information statements, IRS notices, foreign tax documents, or other reporting related to these activities?

Do I need a paid assessment before hiring FileAbroad?

Start with broad facts or the relevant live product’s fit check. Any paid assessment must have a supported workflow, defined deliverable and fee before you accept it. Preparation is separately scoped.

What should I send before the consultation?

Start with the public intake and describe the broad facts of your situation. Do not send Social Security numbers, tax returns, bank statements, or other sensitive tax documents through the public intake form. Use only the secure upload instructions for an accepted workflow.

Will you tell me exactly what I need to file?

The accepted AI assessment identifies supported filing questions and the evidence needed for the next step. Missing or conflicting facts remain unresolved. It does not promise a complete filing conclusion outside the supported scope.

Do I have to hire FileAbroad afterward?

No. An accepted assessment stands on its own. Preparation requires a separate supported workflow and written scope, which you can accept or decline.

Can you review documents during the consultation?

Only the documents and evidence checks named in a supported, accepted workflow are included. There is no human reviewer or live consultation call. Preparation and submission are separate capabilities.

Start here

Start with the facts you know.

Share broad facts or use the relevant live product’s fit check. A supported scope identifies the accepted evidence, deliverable and fee before paid work begins.

Start a scope inquiry

Ready to begin? Start intake

Do not send sensitive tax documents through the public intake form or ordinary email.