Skip to content
Crypto gains can be taxed—but with planning, they don’t have to sting.
Cryptocurrency can create incredible wealth—but it also triggers complex tax obligations. At Herbert Financial, we help traders, investors, and businesses navigate the IRS rules surrounding digital assets with clarity and strategy. From capital gains to staking income, crypto transactions must be reported accurately and proactively. We structure tax plans that reduce liability, avoid audits, and take advantage of every allowable deduction.
Whether you’re a casual investor or active trader, early planning makes all the difference. Don’t let tax season catch you off-guard—build a crypto tax strategy that works year-round.Suspendisse porttitor lacus at cursus interdum. Donec viverra dolor sit amet diam pharetra mollis. Nullam aliquam vehicula felis, nec congue arcu ultricies non. Nullam molestie diam et massa molestie, sit amet cursus quam commodo.
What is Cryptocurrency Tax Planning?
Cryptocurrency tax planning is the process of proactively managing how digital asset transactions are tracked, reported, and taxed. Every time you sell, trade, mine, or stake crypto, it can trigger a taxable event—either as capital gains, income, or business revenue.
Tax planning ensures accurate cost basis tracking, harvesting of losses, entity structuring, and strategic timing of sales to minimize taxes owed. The IRS treats crypto as property, not currency, meaning the same rules apply as with stocks—but with greater complexity. Proper planning is essential to avoid penalties, keep audit-ready records, and legally reduce your tax burden.
Capital Gains Tax
Taxes on sold crypto profits.
Loss Harvesting
Offset gains by selling underperforming assets.
Crypto Mining Income
Taxed as earned income at fair market value.
Form 8949
Required IRS form for digital asset reporting.
Service Benefits
Crypto investors often wait until tax season—only to realize their transaction history is a mess and their tax bill is higher than expected. Without a plan, you’re exposed to unnecessary taxes, audits, and penalties. Herbert Financial provides proactive cryptocurrency tax planning that helps you stay compliant while keeping more of your gains.
- Reduce crypto capital gains exposure
- Track and organize transaction data
- Report mining, staking, and NFTs correctly
- Avoid costly IRS errors and red flags
Let’s build a crypto tax strategy before the IRS builds one for you.
Get in Touch
Phone Number
+1 (818) 213-1388
