Tax Center
Assess and manage digital asset tax obligations for all clients
$78,800,000
Total Assets Under Management
$36,350,000
Total Unrealized Gains
$5,077,500
Total Tax Liability
$995,000
Harvesting Opportunities
Attention Required
3 clients need immediate action and 2 clients need review. There are 7 total alerts across all clients.
Michael Davis
Action NeededEstate Value: $28,000,000 • Last updated: 2025-01-19
David Martinez
ReviewEstate Value: $15,000,000 • Last updated: 2025-01-18
Robert Chen
ReviewEstate Value: $12,800,000 • Last updated: 2025-01-18
Emily Thompson
OptimizedEstate Value: $8,500,000 • Last updated: 2025-01-17
James Taylor
Action NeededEstate Value: $6,400,000 • Last updated: 2025-01-17
Sarah Mitchell
Action NeededEstate Value: $4,200,000 • Last updated: 2025-01-15
Jennifer Wilson
OptimizedEstate Value: $2,100,000 • Last updated: 2025-01-16
Lisa Anderson
OptimizedEstate Value: $1,800,000 • Last updated: 2025-01-14
Tax Calendar
Upcoming deadlines and important dates
1099-DA Forms Due
All clients
Jan 31, 2025
DeadlineQ1 Estimated Tax Payment
5 clients
Apr 15, 2025
Payment DueTax Return Filing Deadline
All clients
Apr 15, 2025
DeadlineQ2 Estimated Tax Payment
5 clients
Jun 15, 2025
Payment DueDisclaimer: 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 each client's situation.