Our Services
Your Crypto, Your Business — Our Expertise.
Most accountants will file your return, mumble something about “capital gains,” and then vanish until next April.
Not here.
At Riverline Tax, I take things further — because crypto taxes aren’t a once-a-year problem. They’re a living, breathing, constantly-evolving situation.
So yes, I’ll still file your tax returns and (actually) make sure your books balance — but I’ll also:
help you manage your crypto activity all year round,
answer your tax and finance questions (in plain English, not IRS-ese), and
give you peace of mind knowing everything is clean, compliant, and audit-resistant.
Here’s what’s included — and why you’ll care:
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Your crypto activity and business finances don’t always fit neatly into traditional accounting software — and your financial records shouldn’t be based on guesswork.
Whether you’re dealing with multiple wallets, exchanges, staking, mining, DeFi, business transactions, or a combination of everything, we turn complicated financial activity into organized records and numbers you can actually understand.
Here’s what that includes:
Multi-wallet & multi-chain reconciliation: We organize and reconcile transactions across wallets, exchanges, chains, and digital-asset platforms.
Crypto accounting & reporting: We turn on-chain activity into clear financial records that can actually be used for accounting and tax reporting.
Profit/loss & cost-basis analysis: Clear reporting of gains, losses, transfers, and other digital-asset activity.
Business accounting & bookkeeping: We organize business income, expenses, and transactions so your financial records stay accurate and up to date.
Financial statements & reporting: Profit and loss statements, balance sheets, and financial reports that help you understand where your business stands.
Multi-entity accounting: LLCs, S Corporations, and other business structures — we help keep the financial records organized and consistent.
Accounting cleanup & reconciliation: When the numbers don’t add up, we help identify discrepancies and get your books back on track.
The goal is simple: clean books, accurate financial reporting, and numbers you can actually understand.
No mystery. No messy records. No scrambling to figure everything out at year-end.
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Making money is one thing. Keeping more of it — legally — takes planning.
Whether you’re running a profitable business, managing investments, holding cryptocurrency, or dealing with multiple sources of income, your tax strategy shouldn’t begin and end with filing a return.
We look at the bigger picture and help you make smarter tax decisions before they become expensive problems.
Here’s what that includes:
Business tax planning: We review your business structure, income, deductions, and compensation to identify opportunities to reduce unnecessary taxes.
Individual tax planning: We help high-income individuals, investors, and families understand their tax exposure and plan around their financial goals.
Crypto tax planning: Buying, selling, staking, mining, and DeFi can all create different tax consequences. We help you understand the impact before tax season arrives.
Entity structure & optimization: LLCs, S Corporations, partnerships, and other structures — we evaluate what makes sense for your situation.
Retirement & tax-saving strategies: We explore available retirement planning opportunities and other legal strategies that may help reduce your overall tax burden.
Tax projections & planning: We help estimate potential tax liabilities so you can make informed decisions throughout the year.
The goal is simple: pay what you legally owe, take advantage of available opportunities, and avoid unnecessary tax surprises.
No guessing. No waiting until April. No paying more than you have to.
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Your tax return shouldn’t be a guessing game — especially when your financial life involves multiple businesses, investments, cryptocurrency, or complicated transactions.
And if you’re already dealing with an IRS issue, you shouldn’t have to figure everything out on your own.
We help you get your tax filings organized, understand what needs to be reported, and address tax problems when they come up.
Here’s what that includes:
Individual tax preparation: Personal tax returns involving investments, business income, cryptocurrency, real estate, and other complex financial activity.
Business tax preparation: Tax returns for LLCs, S Corporations, partnerships, and other business entities.
Crypto tax preparation: Reporting for cryptocurrency trading, staking, mining, DeFi, and other digital-asset transactions.
Multi-state & multi-entity filings: When your income or businesses involve multiple states or entities, we help keep the reporting organized.
IRS notices & tax resolution: We help you understand IRS correspondence, address outstanding tax issues, and determine the appropriate next steps.
Prior-year & amended returns: If something was missed or reported incorrectly, we help review what happened and what needs to be corrected.
Supporting documentation: Organized financial records and tax reporting backed by actual transactions instead of assumptions.
The goal is simple: accurate tax returns, organized records, and a clear path forward when tax problems arise.
No mystery. No last-minute guesswork. No disappearing when the IRS comes knocking.
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Your finances don’t always stop at the U.S. border — and neither do your tax obligations.
Whether you’re earning income overseas, investing internationally, operating a foreign business, or managing assets across multiple countries, international tax rules can get complicated quickly.
We help you understand how your international financial activity fits into the U.S. tax system and what planning opportunities may be available.
Here’s what that includes:
Cross-border tax planning: We help evaluate how income, investments, and business activity across different countries affect your U.S. taxes.
Foreign income & investments: We review the tax implications of income and assets held outside the United States.
International business structures: Foreign corporations, partnerships, and other entities — we help you understand the U.S. tax considerations.
Foreign tax credits & treaty considerations: We evaluate applicable rules that may help reduce double taxation.
International transactions: We review the potential tax consequences of cross-border investments, business activity, and asset transfers.
International tax reporting: We help identify applicable reporting requirements associated with foreign income and business interests.
The goal is simple: understand your international tax exposure and make informed decisions before problems arise.
No assumptions. No unnecessary surprises. No finding out too late that something should have been reported.
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Holding assets internationally can create opportunities — but it also comes with rules, reporting requirements, and responsibilities that shouldn’t be overlooked.
Whether you have foreign accounts, international investments, offshore entities, or trust structures, we help you understand the U.S. tax and reporting obligations that come with them.
Here’s what that includes:
Foreign account reporting: We help identify applicable reporting requirements for bank and financial accounts held outside the United States.
International asset disclosures: We review U.S. tax reporting obligations associated with certain foreign investments and assets.
Foreign entity compliance: We help evaluate filing requirements involving foreign corporations, partnerships, trusts, and other structures.
Offshore trust & entity reporting: We assist with understanding the U.S. tax implications and reporting requirements associated with international structures.
Asset protection coordination: We work alongside legal and other professional advisors to address the tax and accounting considerations of international asset protection strategies.
Compliance reviews: We help identify potential gaps in reporting and determine what may need attention.
The goal is simple: keep your international financial affairs organized, properly reported, and aligned with your broader financial strategy.
No overlooked filings. No unnecessary surprises. No assuming that overseas means outside U.S. tax rules.
Frequently Asked Questions
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No. Crypto is a big part of what we do, but it's not all we do.
Riverline Tax also provides individual and business tax preparation, tax planning, tax resolution, and international tax services.
Whether you're dealing with cryptocurrency, business income, investments, or more complex financial situations, we help you understand the tax and accounting side.
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Crypto accounting can get complicated quickly — especially when your transactions are spread across multiple wallets, exchanges, and blockchains.
We help organize and reconcile crypto transactions, track cost basis, calculate gains and losses, and prepare records for accounting and tax reporting.
That includes activity involving trading, staking, mining, DeFi, and other digital assets.
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Yes. We help organize financial records, reconcile transactions, and prepare financial information that supports business accounting and tax reporting.
Whether you're managing business income, expenses, or multiple entities, the goal is to make sure your records are organized and your numbers make sense.
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Yes. That's part of what crypto accounting is for.
If your transactions are scattered across different wallets, exchanges, and platforms, we can help organize and reconcile the activity.
You don't need to have everything figured out before reaching out.
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Yes. We prepare tax returns for individuals and businesses, including returns involving cryptocurrency, investments, multiple entities, and multi-state activity.
Whether you're filing a personal return or managing business tax obligations, we help make sure the relevant financial information is properly accounted for.
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Tax planning is about understanding your financial situation and identifying opportunities available under the tax rules.
Depending on your circumstances, that may include capital gains planning, tax-loss harvesting, entity optimization, or estimated tax planning.
Not every strategy makes sense for everyone. We look at your actual numbers and circumstances before discussing what may work.
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Maybe. But forming an entity doesn't automatically mean you'll save money on taxes.
The right structure depends on your income, business activity, and overall tax situation.
We help evaluate the tax implications of different business structures so you can make an informed decision.
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Yes. We provide tax resolution services, including assistance with IRS notices, audit representation, late or amended returns, payment arrangements, and penalty-related matters.
The first step is understanding what the IRS is asking for and reviewing the facts before determining the appropriate response.
Ignoring the notice usually isn't the answer.
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If something was missed, incorrectly reported, or left out of a previous return, we can review the situation.
That may involve cryptocurrency transactions, business income, missing information, or other tax reporting issues.
Depending on what we find, an amended return or another corrective approach may be appropriate.
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Yes. International tax is one of the services described on our website.
We work with U.S. tax considerations involving cross-border business transactions, foreign investments, international business structures, foreign tax credits, tax treaties, and other international tax matters.
The goal is to understand the potential tax consequences before making important financial or business decisions.
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Yes. We provide U.S. tax structuring, accounting, reporting, and compliance services for certain international structures, including Cook Islands Trusts, Cook Islands LLCs, and Nevis LLCs.
We focus on the U.S. tax and reporting requirements while coordinating with licensed attorneys, trustees, registered agents, and other professionals responsible for the legal side.
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No. Holding assets or operating through an offshore structure doesn't automatically eliminate U.S. tax obligations.
Depending on your circumstances, you may still have U.S. tax and information-reporting requirements.
We help evaluate those obligations and address the applicable tax compliance requirements.
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Missing an international tax filing can create additional compliance issues, but the appropriate next step depends on your circumstances.
We review what was missed, your filing history, and the relevant facts before determining an appropriate approach.
It's important to understand the situation before submitting anything.
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Yes. Some financial and tax situations involve several professionals working together.
We can coordinate with your attorney, trustee, registered agent, investment advisor, or other professional advisors to address the tax and accounting considerations.
We handle the tax side. Your attorney handles the legal side.
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You don't need to figure that out before contacting us.
Whether you're dealing with complicated crypto transactions, business taxes, an IRS notice, or international financial activity, start by telling us what's going on.
We'll review your situation, identify the relevant tax or accounting issues, and discuss where we may be able to help.
Schedule Your Free Strategy Session Today
