FileAbroad

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. In a paid consultation, I review your platforms, activity types, holdings, records, and international facts to identify the tax and reporting issues that require attention before preparation begins.

Start My Crypto Intake

The preliminary intake is free. Do not send sensitive tax documents through the public intake form.

30 minutes · Directly with Chip

The consultation

What we'll review

The consultation focuses on the facts that determine what needs further attention.

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.

After the call

What you leave with

By the end of the consultation, you should understand the issues that need attention and the next practical step.

  • 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, the preparation scope and price are confirmed before preparation begins.

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

Scope

What the consultation does not include

The consultation is a review and scoping session. 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.

The process

How it works

  1. 1

    Start the intake.

    Tell me the broad facts of your situation without uploading sensitive tax documents through the public form.

  2. 2

    I review the inquiry.

    I personally review the intake to determine whether a FileAbroad consultation appears appropriate.

  3. 3

    Book the consultation.

    If the situation fits, you'll receive the next step for scheduling the 30-minute paid consultation.

  4. 4

    We review the situation together.

    We use the call to identify the relevant filing questions, missing information, and practical next step.

  5. 5

    Preparation is separate.

    If FileAbroad can accept preparation work, the scope and price are confirmed before that work begins.

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?
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. If documents are needed later, I will provide secure upload instructions.

Will you tell me exactly what I need to file?

The consultation is designed to identify the filing issues that need attention and the information required to determine the next step. Some questions can be resolved during the call; others may require records, additional research, or preparation work outside the consultation.

Do I have to hire FileAbroad afterward?

No. The consultation stands on its own. If FileAbroad can accept preparation work, you can decide whether to proceed after the scope and price are confirmed.

Can you review documents during the consultation?

Limited document review may be possible when agreed in advance, but the consultation is not a substitute for a full document review or tax-preparation engagement.

Start here

Tell me what's going on.

You don't need to know which form, filing procedure, or service you need. Start with the broad facts, and I'll review whether a FileAbroad consultation is the appropriate next step.

Start My Crypto Intake

Prefer email? info@fileabroad.com

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