Lorenzo Tax

Lorenzo Tax is a Florida-based CPA firm founded in 2018 that specializes in cryptocurrency tax services and financial planning for high-net-worth individuals and businesses operating in the digital asset space. With a proven track record of over eight figures in IRS crypto audit wins, the firm has established itself as a trusted partner for crypto investors, traders, and enterprises navigating complex tax compliance requirements.

Core Services

Lorenzo Tax provides comprehensive crypto tax solutions designed to meet the needs of diverse crypto participants, from DeFi meme coin traders to long-term Bitcoin holders. Their services include crypto tax calculations and compliance, IRS audit representation and defense, and specialized support for high-frequency traders, crypto funds, OTC services, derivative strategies, options trading, and crypto loans.

Key Strengths

The firm takes a hospitality approach to client service, emphasizing personalized and welcoming experiences often missing in the accounting industry. Their collaborative team includes dedicated crypto specialists such as a Crypto Advisor & Planning expert and a Crypto & DeFi Specialist, ensuring clients receive expertise specifically tailored to digital asset taxation.

Lorenzo Tax excels in data-driven financial strategy and tax planning, helping clients optimize their portfolios through strategic planning that aligns investment decisions with tax efficiency. Their multi-phase approach focuses first on saving money through tax planning, then strategically allocating those savings.

Private Client Services

For high-net-worth individuals seeking comprehensive wealth management, Lorenzo Tax offers Private Client services with access to their network of tax and legal attorneys, estate planners, and financial teams. This premium tier includes special perks, in-person events, and investment opportunities.

Why Choose Lorenzo Tax

The firm combines deep cryptocurrency expertise with traditional CPA services, offering a one-stop solution for crypto-native businesses and investors. Their experience with IRS crypto audits, combined with their specialized team, positions them to handle the most complex crypto tax situations while providing peace of mind through CPA-signed work product that stands up to IRS scrutiny.