Crypto Tax Secrets: Quote Crypto Work Like an Expert
With Matthew O'Brien
1 hour CPD
Learn key questions to ask before quoting crypto tax work, assess client data, identify risks and protect your fee from surprises.
Learn key questions to ask before quoting crypto tax work, assess client data, identify risks and protect your fee from surprises.
In this session, we cover:
Key questions and preliminary crypto data review
Hidden complexity, wallets, exchanges and data gaps
Scope protections to avoid unexpected work and protect your fee