Crypto Tax & Financial Advisory Services

Lorenzo Tax provides comprehensive cryptocurrency tax compliance, financial strategy, and private client services designed for individuals and businesses operating in the digital asset space. Their dedicated team of crypto tax specialists handles everything from basic gain and loss calculations to complex multi-exchange portfolio reconciliation, strategic tax planning, and white-glove wealth management.

Tax Compliance & IRS Defense

The firm serves a diverse range of crypto participants including DeFi traders, meme coin investors, Bitcoin long-term holders, high-frequency traders, and institutional clients. All work product is signed off by a CPA and can be used as documentation if the IRS requests data. With over eight figures in IRS crypto audit wins to date, the firm understands what the IRS looks for in crypto compliance and provides specialized audit representation and defense services.

Specialized Expertise

Beyond basic tax compliance, Lorenzo Tax offers specialized services for high-frequency trading tax optimization, enterprise and corporate crypto solutions, trust and custody services for digital assets, crypto fund tax compliance, OTC trading tax treatment, derivative strategy taxation, options trading reporting, and crypto-backed loan tax implications.

Financial Strategy & Tax Planning

Data is king at Lorenzo Tax. By thoroughly analyzing clients' financial data, the team identifies opportunities to minimize tax liabilities and maximize returns. The firm employs a structured two-phase approach: first identifying and implementing strategies to reduce tax burden through legal tax planning techniques, then strategically allocating the money saved to build wealth over time. This service is particularly valuable for clients who have sold businesses, crypto holdings, stocks, or property and incurred large capital gains.

Private Client Services

For high-net-worth individuals seeking comprehensive wealth management, the Private Client tier provides access to Lorenzo Tax's vetted network of tax attorneys, legal counsel for asset protection and compliance, estate planners for legacy and succession planning, and dedicated financial teams for investment coordination. Membership includes special perks beyond standard accounting services including in-person events, networking opportunities, access to curated investment opportunities, and priority service with dedicated team access.

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 of all sizes and complexity levels. They often uncover over-reported gains when re-filing amended returns and help clients develop winning strategies that align investment decisions with tax efficiency.