personal crypto tax plan
Delivered within 48 hours by a
Canadian crypto tax expert.
With the crypto tax plan, you'll know exactly what to do first
to get your crypto records tax ready.
No software guesswork. No generic advice. No US tax content.
GET THE TAX PLAN
"I went from dreading tax season to actually feeling confident
about filing. The stress I had going into this is completely gone
now that my taxes are filed."Client From Vancouver
You've bought the
same coin multiple times and you honestly don't
know how
CRA calculates your cost basis, so every number in your tax
report feels a little suspicious.
You open
Koinly, see
missing transactions or weird balances, and close
it again because you don't know where to begin fixing it.
You're worried that if
CRA ever looked at your return, you wouldn't feel
confident explaining how those numbers got there.
“Finally, crypto tax answers that actually apply to Canadians”
Client From Ottawa
A clear starting point built around your actual
exchanges, wallets, and activity.
So you stop guessing and start filing.
You
understand whether your situation is straightforward, needs care,
or deserves extra attention.
You
know exactly which
steps apply to your portfolio, this is
NOT a
generic checklist.
You have a
structure you can follow, delivered by a Canadian crypto
tax expert who understands what CRA expects.
GET THE TAX PLAN
Tell me your exchanges, wallets,
and activity, so
your plan is built
around your actual situation,
not a generic checklist.
Your 3 step plan tells you
exactly what to tackle first,
how to set up Koinly properly,
and what records you need,
so you go into tax season
organized, not scrambling.
Once Koinly is set up, bring
your questions to a tax
strategy call with Charlene, so
you get expert answers to
your specific situation before
you file anything.
☕Coffee Lover ✈️ Avid Traveler
Crypto Tax Expert
Most crypto tax advice you find online wasn't
written for Canadians. Mine is.
I've been working with Canadian crypto investors
since 2012.
Multi-wallet portfolios, years of unfiled returns,
Koinly rat nests.
I've seen it all and I know exactly
where people get stuck.
Every Crypto Snapshot lands in
my inbox
personally. I review it and build your action plan
around what I actually see.
If you've ever wondered whether the guidance
you're following even applies to Canadians, that's
exactly the problem this solves.
If you're ready to get your
crypto taxes done
right...
A personalized Crypto Tax Plan
built around your wallets, exchanges,
and activity, know exactly where you
stand and what to tackle first,
without guessing.
Koinly setup guidance specific to
your situation, build your accounting
system correctly from the start, not
on top of a bigger mess.
Clarity on exactly which records
you need, stop second-guessing
what to pull together and spend
your time on the right things.
BONUS:
2026 Canada Crypto Tax Guide,
understand what CRA actually expects
from Canadian crypto investors
heading into the next tax season.
BONUS:
Crypto tax strategy call with
Charlene, bring your questions to a
Canadian crypto tax expert once
your setup is complete.
"I avoided opening Koinly for months. The step-by-step guidance made
an otherwise unappealing process feel manageable, and knowing I've
followed the right steps means nothing is slipping through the cracks."Client From Calgary
This program is designed for crypto
investors who want to
do the setup
work themselves but want expert
guidance.
Investment: $497
GET THE DO IT YOURSELF PLANThis program is designed for crypto
investors who want to
hands on
support from our team.
Investment: $997
GET THE DONE FOR YOU PLANYour plan includes curated links and setup guidance built around Koinly. It's the platform
I recommend for Canadian crypto investors because it covers the widest range of crypto
situations, including complex DeFi activity.
If you prefer a different crypto tax software, you're welcome to use it. However, the step-
by-step links and setup instructions inside the plan are Koinly-specific, so those won't
transfer directly to another platform.
No. This is not a completed tax return.
What you'll receive is a personalized action plan that shows you your crypto complexity
level, where to start, and how to organize your data so nothing gets missed.
From there, you'll implement the steps inside Koinly to generate your crypto tax report,
which is what you'll use to complete your return.
You’ll receive your personalized action plan within 48 hours of submitting your Crypto
Snapshot.
Each plan is personally created by me, it is not automated or AI generated.
This is designed for Canadian crypto investors who:
This is not designed for:
Yes. Your plan includes email support for questions that fall within the scope of the three-
step process, plus a 30-minute strategy call once you've worked through it.
What falls outside the scope is Koinly setup assistance, review or corrections of your
Koinly data, and tax preparation or filing. Those are available as separate services if you
need them.
Yes. Your service includes email support throughout the process, a live setup call where
we work through your Koinly together, and a 60-minute strategy call once the setup is
complete.
What falls outside the scope is transaction-by-transaction reconciliation, historical record
reconstruction, and tax preparation or filing. Those are available as separate services if you
need them.
You can reach us by email at
[email protected] or through the
contact form on our website.
Your accountant shrugs.
Tax season is coming.
Every year you wait, the
transactions pile up and the problem
gets harder to untangle. At some point, "I'll deal with it later"
stops being an option.
Stop figuring it out alone. Let's set it up right, together.
GET THE TAX PLAN