- PLEASE WATCH BEFORE OUR MEETING (3 mins)
Your upcoming consultation requires preparation to ensure we provide the most value for your crypto tax situation. This brief video will explain our process, required documents and access, and help us prepare a tailored strategy for your specific needs. Watching the video below and following the prerequisite steps helps us make the most of our time together and ensures we can provide you with the best possible service.
Complete These 3 Steps Before Your Call
01. CONNECT YOUR WALLETS AND EXCHANGES
To accurately analyze your crypto tax situation, you'll need to connect your wallets and exchanges through Koinly's secure platform. Click the button below to create your free Koinly account and follow their simple connection process. Koinly's interface makes it easy to add all your crypto transactions in one place.
02. INVITE MOONTAX AS A TEAM MEMBER
Once your Koinly account is set up, add [email protected] as a team member to give us read-only access to prepare your tax analysis. This allows us to review your data before our consultation while ensuring your account remains secure and under your control.
03. SIGN ENGAGEMENT LETTER
After your meeting, an engagement letter will be sent to your email address. This document provides legal protection for both parties and grants us read-only permission to view your crypto transaction data
