Products
Need some guidance to get started in investing in cryptocurrency? Let us help! Choose the right level of support for you below, everything from Self-Guided to Full-on, Concierge:
Concierge Cryptocurrency Packages
- Exchange & Wallet Selection Guide ⓘ There are tons of options when it comes to Exchanges & Wallets. But, which one is right for you? We’ll guide the way!
- Exchange Setup Guide ⓘ Once we’ve identified the best exchange for you, we’ll provide you with a step-by-step guide for setting up your account.
Exchange Auditⓘ Once you've set up your exchange, our comprehensive audit will ensure you’ve done it right. In the Consult and Concierge Packages, we'll review your account with you, LIVE, one-on-one over Zoom!- Funding & Trading Procedure ⓘ Our step-by-step guide will ensure you can deposit USD on the exchange and trade your USD for cryptocurrency. Consult/Concierge Clients will receive a LIVE, one-on-one walk thru, ensuring you are comfortable with the process and answering all of your questions along the way.
- Wallet Setup Guide ⓘ We always recommend storing large amounts of crypto OFF exchanges and onto hot or cold wallets (preferably cold). After we lead to you to the right wallet, we’ll provide you with a step-by-step guide to set it up.
Wallet Auditⓘ Once you've set up your wallet, our comprehensive audit will ensure you’ve set it up correctly. In the Concierge Package, we'll review your wallet setup with you, LIVE, one-on-one over Zoom, and walk you through moving your crypto for the first time!- Transfer Crypto
to Your Walletⓘ Our step-by-step guide will ensure you can secure your newly purchased assets in your wallet. Concierge Clients will receive a LIVE walk-through, ensuring you are comfortable with the process and answering all of your questions along the way. - Strategic Security Plan ⓘ We will ensure you are handling security the RIGHT way (and how to avoid the WRONG way) by following our step-by-step guide and audit. We will focus on storing your logins, passwords, and crypto keys. We’ll also guide you through the various forms of Two-Factor Authentication, to ensure that we are maximizing your level of security.
- Crypto Tax "101" Guide ⓘ Everything you need to know regarding reporting to the IRS. Most people wait until it's time to file taxes, and then they're at a complete loss of what to do. But, you won't need to worry... we've got you covered!
- Legacy Plan ⓘ If something happens to you, and you didn't plan ahead, access to your crypto will be LOST... forever. We give you a complete, ready-to-go legacy plan, ensuring your surviving loved-ones will be able to access your secure crypto WITHOUT hassle.
- Comprehensive Crypto Library ⓘ Through a collection of resources, we educate you about everything in the Cryptoverse. Before you know it, your friends and family will have you pegged as a crypto-pro!
- Technical Support ⓘ What happens when you have a question, like, “How do I trade BTC for ETH?” or “I want to purchase _______ (the hottest new crypto), but I can’t find it on my exchange?” Don’t worry, we’re here to help! Consult/Concierge Clients enjoy 90-Day/180-Day support included. Additional/ongoing support offered for an additional fee.
Self-Guided
-
Exchange & Wallet Selection Guide ⓘ There are tons of options when it comes to Exchanges & Wallets. But, which one is right for you? We’ll guide the way!
✓ -
Exchange Setup Guide ⓘ Once we’ve identified the best exchange for you, we’ll provide you with a step-by-step guide for setting up your account.✓
-
Exchange Auditⓘ Once you've set up your exchange, our comprehensive audit will ensure you’ve done it right. In the Consult and Concierge Packages, we'll review your account with you, LIVE, one-on-one over Zoom!
Security Checklist -
Funding & Trading Procedure ⓘ Our step-by-step guide will ensure you can deposit USD on the exchange and trade your USD for cryptocurrency. Consult/Concierge Clients will receive a LIVE, one-on-one walk thru, ensuring you are comfortable with the process and answering all of your questions along the way.
Step-by-Step Guide -
Wallet Setup Guide ⓘ We always recommend storing large amounts of crypto OFF exchanges and onto hot or cold wallets (preferably cold). After we lead to you to the right wallet, we’ll provide you with a step-by-step guide to set it up.✓
-
Wallet Auditⓘ Once you've set up your wallet, our comprehensive audit will ensure you’ve set it up correctly. In the Concierge Package, we'll review your wallet setup with you, LIVE, one-on-one over Zoom, and walk you through moving your crypto for the first time!
Security Checklist -
Transfer Crypto
to Your Walletⓘ Our step-by-step guide will ensure you can secure your newly purchased assets in your wallet. Concierge Clients will receive a LIVE walk-through, ensuring you are comfortable with the process and answering all of your questions along the way.
Step-by-Step Guide -
Strategic Security Plan ⓘ We will ensure you are handling security the RIGHT way (and how to avoid the WRONG way) by following our step-by-step guide and audit. We will focus on storing your logins, passwords, and crypto keys. We’ll also guide you through the various forms of Two-Factor Authentication, to ensure that we are maximizing your level of security.✓
-
Crypto Tax "101" Guide ⓘ Everything you need to know regarding reporting to the IRS. Most people wait until it's time to file taxes, and then they're at a complete loss of what to do. But, you won't need to worry... we've got you covered!✓
-
Legacy Plan ⓘ If something happens to you, and you didn't plan ahead, access to your crypto will be LOST... forever. We give you a complete, ready-to-go legacy plan, ensuring your surviving loved-ones will be able to access your secure crypto WITHOUT hassle.✓
-
Comprehensive Crypto Library ⓘ Through a collection of resources, we educate you about everything in the Cryptoverse. Before you know it, your friends and family will have you pegged as a crypto-pro!
✓ -
Technical Support ⓘ What happens when you have a question, like, “How do I trade BTC for ETH?” or “I want to purchase _______ (the hottest new crypto), but I can’t find it on my exchange?” Don’t worry, we’re here to help! Consult/Concierge Clients enjoy 90-Day/180-Day support included. Additional/ongoing support offered for an additional fee.--
Price: $99 Effective Price: $0 ⓘ After savings on trading fees, taxes, & "peace of mind.".
Consult
-
Exchange & Wallet Selection Guide ⓘ There are tons of options when it comes to Exchanges & Wallets. But, which one is right for you? We’ll guide the way!
✓ -
Exchange Setup Guide ⓘ Once we’ve identified the best exchange for you, we’ll provide you with a step-by-step guide for setting up your account.✓
-
Exchange Auditⓘ Once you've set up your exchange, our comprehensive audit will ensure you’ve done it right. In the Consult and Concierge Packages, we'll review your account with you, LIVE, one-on-one over Zoom!LIVE Walk Thru
& Security Checklist -
Funding & Trading Procedure ⓘ Our step-by-step guide will ensure you can deposit USD on the exchange and trade your USD for cryptocurrency. Consult/Concierge Clients will receive a LIVE, one-on-one walk thru, ensuring you are comfortable with the process and answering all of your questions along the way.LIVE Walk Thru
& Step-by-Step Guide -
Wallet Setup Guide ⓘ We always recommend storing large amounts of crypto OFF exchanges and onto hot or cold wallets (preferably cold). After we lead to you to the right wallet, we’ll provide you with a step-by-step guide to set it up.✓
-
Wallet Auditⓘ Once you've set up your wallet, our comprehensive audit will ensure you’ve set it up correctly. In the Concierge Package, we'll review your wallet setup with you, LIVE, one-on-one over Zoom, and walk you through moving your crypto for the first time!
Security Checklist -
Transfer Crypto
to Your Walletⓘ Our step-by-step guide will ensure you can secure your newly purchased assets in your wallet. Concierge Clients will receive a LIVE walk-through, ensuring you are comfortable with the process and answering all of your questions along the way.
Step-by-Step Guide -
Strategic Security Plan ⓘ We will ensure you are handling security the RIGHT way (and how to avoid the WRONG way) by following our step-by-step guide and audit. We will focus on storing your logins, passwords, and crypto keys. We’ll also guide you through the various forms of Two-Factor Authentication, to ensure that we are maximizing your level of security.✓
-
Crypto Tax "101" Guide ⓘ Everything you need to know regarding reporting to the IRS. Most people wait until it's time to file taxes, and then they're at a complete loss of what to do. But, you won't need to worry... we've got you covered!✓
-
Legacy Plan ⓘ If something happens to you, and you didn't plan ahead, access to your crypto will be LOST... forever. We give you a complete, ready-to-go legacy plan, ensuring your surviving loved-ones will be able to access your secure crypto WITHOUT hassle.✓
-
Comprehensive Crypto Library ⓘ Through a collection of resources, we educate you about everything in the Cryptoverse. Before you know it, your friends and family will have you pegged as a crypto-pro!
✓ -
Technical Support ⓘ What happens when you have a question, like, “How do I trade BTC for ETH?” or “I want to purchase _______ (the hottest new crypto), but I can’t find it on my exchange?” Don’t worry, we’re here to help! Consult/Concierge Clients enjoy 90-Day/180-Day support included. Additional/ongoing support offered for an additional fee.90-Day
Price: $249 Effective Price: $0 ⓘ After savings on trading fees, taxes, & "peace of mind."
Concierge
-
Exchange & Wallet Selection Guide ⓘ There are tons of options when it comes to Exchanges & Wallets. But, which one is right for you? We’ll guide the way!
✓ -
Exchange Setup Guide ⓘ Once we’ve identified the best exchange for you, we’ll provide you with a step-by-step guide for setting up your account.✓
-
Exchange Auditⓘ Once you've set up your exchange, our comprehensive audit will ensure you’ve done it right. In the Consult and Concierge Packages, we'll review your account with you, LIVE, one-on-one over Zoom!LIVE Walk Thru
& Security Checklist -
Funding & Trading Procedure ⓘ Our step-by-step guide will ensure you can deposit USD on the exchange and trade your USD for cryptocurrency. Consult/Concierge Clients will receive a LIVE, one-on-one walk thru, ensuring you are comfortable with the process and answering all of your questions along the way.LIVE Walk Thru
& Step-by-Step Guide -
Wallet Setup Guide ⓘ We always recommend storing large amounts of crypto OFF exchanges and onto hot or cold wallets (preferably cold). After we lead to you to the right wallet, we’ll provide you with a step-by-step guide to set it up.✓
-
Wallet Auditⓘ Once you've set up your wallet, our comprehensive audit will ensure you’ve set it up correctly. In the Concierge Package, we'll review your wallet setup with you, LIVE, one-on-one over Zoom, and walk you through moving your crypto for the first time!LIVE Walk Thru
& Security Checklist -
Transfer Crypto
to Your Walletⓘ Our step-by-step guide will ensure you can secure your newly purchased assets in your wallet. Concierge Clients will receive a LIVE walk-through, ensuring you are comfortable with the process and answering all of your questions along the way.LIVE Walk Thru
& Step-by-Step Guide -
Strategic Security Plan ⓘ We will ensure you are handling security the RIGHT way (and how to avoid the WRONG way) by following our step-by-step guide and audit. We will focus on storing your logins, passwords, and crypto keys. We’ll also guide you through the various forms of Two-Factor Authentication, to ensure that we are maximizing your level of security.✓
-
Crypto Tax "101" Guide ⓘ Everything you need to know regarding reporting to the IRS. Most people wait until it's time to file taxes, and then they're at a complete loss of what to do. But, you won't need to worry... we've got you covered!✓
-
Legacy Plan ⓘ If something happens to you, and you didn't plan ahead, access to your crypto will be LOST... forever. We give you a complete, ready-to-go legacy plan, ensuring your surviving loved-ones will be able to access your secure crypto WITHOUT hassle.✓
-
Comprehensive Crypto Library ⓘ Through a collection of resources, we educate you about everything in the Cryptoverse. Before you know it, your friends and family will have you pegged as a crypto-pro!
✓ -
Technical Support ⓘ What happens when you have a question, like, “How do I trade BTC for ETH?” or “I want to purchase _______ (the hottest new crypto), but I can’t find it on my exchange?” Don’t worry, we’re here to help! Consult/Concierge Clients enjoy 90-Day/180-Day support included. Additional/ongoing support offered for an additional fee.180-Day
Price: $399 Effective Price: $0 ⓘ After savings on trading fees, taxes, & "peace of mind."
Additional Services
Investment Advisory
If you’re looking for that comfort level of having a registered financial advisor providing you professional advice on tailoring the proper investment strategy for your level of risk tolerance, along with monitoring your investments for upcoming opportunities and threats, then talk to us about our fee-based Investment Advisory Services.
Click HERE to request an Investment Advisory Consult.
401K & IRA Creation/Consulting
If you own a business and have employees, perhaps you’d like to offer them the ability to invest into cryptocurrency in addition to the usual stocks, bonds, and mutual funds? If so, let us know and we can help make that happen.
Do you have an IRA or Roth-IRA that you wish you could invest in some cryptocurrency? It’s definitely possible, and we can help you make that happen.
Click HERE to request more information about our 401K and IRA creation/consulting services.
Estate Planning for Cryptocurrency
If you own cryptocurrency, and you have children, we highly recommend you consider a living will and trust. If you already have a living will and trust, that’s fantastic! However, either way, you need to consider how your cryptocurrency holdings will be accounted for in your estate planning. Remember, unlike many financial accounts, cryptocurrency does not come with a simple beneficiary form. This means, you need an attorney knowledgeable in both the intricacies of cryptocurrency and estate law. We can help you with the entire process, or if you have an estate planning attorney that you like, we’re happy to consult with them to assist with properly reflecting your cryptocurrency holdings.
Click HERE to request more information about our estate planning services.
Advanced Tax Accounting & Planning
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve. Our services include:
- Proactive Tax Planning
- Accounting Software Selection & Implementation
- Bookkeeping/Write-Up
- Business Consulting
- Business Entity Selection
- Buying or Selling a Business
- Estate & Trust Tax Preparation
- Financial Analysis
- IRS Representation
- Management Advisory Services
- Payroll Services
- Retirement Planning
- Sales Tax Services
- Tax Preparation & Planning
Click HERE to request more information about our advanced tax accounting and planning services.