Tax Center

Comprehensive tax planning and reporting for your digital assets

Tax Dashboard

2025 Tax Year Overview

Portfolio Value

$4,250,000

Current Market Value

Unrealized Gains

+$1,400,000

+49.12% from cost basis

Estate Tax Exposure

$9,740,000 exemption remaining

Step-Up Benefit

$280,000

Potential tax savings for heirs

Estate Tax Exemption Usage

$13,990,000 exemption (Single)

Used: $4,250,000Remaining: $9,740,000

30.4% of exemption used

Tax Optimization Opportunities

1 identified

Step-Up Basis Benefit

high

Beneficiaries inherit assets at current market value, avoiding capital gains on appreciation

Review beneficiary designations

$280,000

potential savings

Upcoming Tax Dates

Tax Filing Deadline

April 15, 2026

85 days

Q3 Estimated Tax

September 15, 2026

238 days

Year-End Tax Planning

December 31, 2025

345 days

Quick Reports

Important Tax Disclaimer

This dashboard provides estimates for informational purposes only and does not constitute tax advice. Tax laws are complex and change frequently. Please consult with a qualified tax professional for advice specific to your situation.

Tax Planning Tools

Cost Basis Tracker

Track acquisition costs and calculate gains/losses

Tracked Assets

Step-Up Calculator

Calculate step-up in basis for inherited assets

Potential Savings

$45,230

Gift Tax Tracker

Monitor annual and lifetime gift exclusions

Gifts This Year

$86,000

Tax-Loss Harvesting

Identify opportunities to offset gains

Harvestable

$19,750

Tax Reports

Generate Schedule D, Form 8949, and more

Reports Ready

Estate Tax Estimator

Estimate federal estate tax liability

Estate Value

$4.2M

Disclaimer: The tax information provided is for informational purposes only and should not be considered professional tax advice. Consult with a qualified tax professional for advice specific to your situation.