Cryptocurrency CPA Columbus Ohio

Navigate the complexities of digital currency management and taxation with expert guidance and support in the rapidly-evolving world of cryptocurrency.

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Cryptocurrency CPA Services

The learning curve for cryptocurrency can be quite challenging. Chances are, you may have invested countless hours studying technical analysis, becoming well-versed in chart patterns like Three White Soldiers and Three Black Crows, evaluating the probability of success for ICOs, or setting up your own mining rig. We understand that you don’t need another learning curve when it comes to accounting. Our aim is to assist you in comprehending the accounting implications of your transactions and how they can translate into tax savings and better resource allocation.

  1. Our team will take care of the complete accounting process, starting from synchronizing QuickBooks to your crypto wallets and exchanges, creating your chart of accounts, and overseeing all of your transactions.
  2. Our meticulous accounting methods will provide you with valuable data that can assist you in making informed decisions. You will have greater clarity when it comes to decision-making, such as allocating your budget across your portfolio.
  3. Utilizing our expertise in cryptocurrency accounting, we can deliver an exact breakdown of your profits, losses, and other important information, empowering you to leverage your resources.
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Managing your Cryptocurrency finances with Hogan CPA, a QuickBooks ProAdvisor

Gone are the days where data entry was a monotonous chore that could lead to manual mistakes, especially in 2023. With the capability to synchronize Quickbooks with your bank or cryptocurrency exchanges thru Gilded or other syncing tool, the need for manual entry has been eliminated. This synchronization will simplify the tracking of your profits, while Quickbooks will keep a record of all your transactions, allowing you to find answers to important trading questions such as:

  1. Which asset is generating the most profits?
  2. What was the fair market value of your tokens during the time they were generated? How about when they were sold?
  3. How much capital is going to profitable trade vs how much have you lost through FOMO?
  4. How much are you making after exchange fees and gas/electric fees for mining?

These are critical questions that help cryptocurrency traders and miners make data-driven investing decisions.

2. Cryptocurrency Financial Reporting

With Hogan CPA Financial Services, you can benefit from our extensive knowledge and resources in providing accurate and comprehensive financial reporting for your cryptocurrency investments. This can help you save time and make more informed investment decisions. Financial reporting is important for the following reasons:

Risk management:

Financial reporting can help traders to better understand their trading activity, including their profits and losses, and identify areas where they may be taking on excessive risk. This information can help traders make more informed decisions and develop better risk management strategies.

Decision-making:

Financial reporting can provide valuable insights into an investor’s performance, including their profitability, liquidity, and capital structure. This information can help traders make informed decisions about their trading strategies, including which cryptocurrencies to buy and sell, and when to enter and exit positions.

Long-term planning and Taxes:

Financial reporting can help traders and investors to set long-term goals, develop financial projections, and track their progress over time. This information can help traders to better manage their finances and make more informed decisions about their future trading activities like when to sell an asset for the tax benefit.

3. Tax Management and Guidance

The tax laws surrounding cryptocurrency will continue to evolve over the years as cryptocurrency becomes more mainstream. As a result, IRS is becoming stricter on enforcing crypto tax policies. Proactive tax planning will help you navigate the factors that can affect your tax bill such as:

Holding period of assets:

The length of time you hold your cryptocurrency can affect your tax liability. If you hold your cryptocurrency for more than a year before selling it, you may be eligible for long-term capital gains tax rates, which are typically lower than short-term capital gains tax rates.

Accounting method:

The accounting method you use to calculate your cryptocurrency gains and losses can affect your tax liability. For example, using the first-in, first-out (FIFO) method to calculate gains and losses may result in different tax liability than using the last-in, first-out (LIFO) method.

Losses and deductions:

If you experience losses from selling your cryptocurrency or investing in a fraudulent project, you may be able to deduct those losses on your tax return, which can reduce your tax liability.
Self-employment taxes – If you earn income from mining or staking cryptocurrency, you may be subject to self-employment taxes in addition to income taxes.

Foreign accounts:

If you hold cryptocurrency in foreign accounts, you may be subject to additional reporting requirements and taxes in both your home country and the country where the account is located.

Crypto as a hobby vs crypto as a business:

you may benefit from being taxed as a business, as you may be able to take advantage of additional deductions and lower tax rates. However, if you’re only casually investing in cryptocurrency as a hobby, it may be more beneficial to be taxed as a hobbyist to simplify your reporting requirements and reduce your audit risk.

4. Why Choose a CPA specializing in cryptocurrency?

Accounting for cryptocurrency investors can be challenging due to the complexity of cryptocurrency transactions that often involve multiple stages. In addition, the volatile nature of cryptocurrency, prices can make it difficult to accurately assess the fair market value of assets. Simply applying a traditional accounting mindset to cryptocurrency may not capture all the necessary details and nuances, potentially leading to oversights or errors.

A specialist will also understand the nuances of the various forms of cryptocurrency investing and transactions such as mining, daytrading, staking, STOs, SAFTs, and Airdrops. Accountants specializing in cryptocurrency typically have a deep understanding of the complexities of these transactions, including tax implications, accounting methods, and regulatory compliance. They can provide specific guidance on the nuances of cryptocurrency accounting and tax reporting that general practitioners may not be familiar with.

Cryptocurrency Accounting Services with Hogan CPA

Hogan CPA Financial Services can provide you with the freedom to focus on growing your investment portfolio by taking care of all your accounting, tax planning, and tax preparation needs. This means you can spend more time analyzing the market, fulfilling your investment strategies, and enjoying quality time with your family, while we handle the financial complexities on your behalf.

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Proactive Tax Planning

Our team of blockchain experts not only ensures compliance but also identifies potential opportunities for our clients, such as qualifying for the Foreign-Derived Intangible Income (FDII) deduction and Global Intangible Low Taxed Income (GILTI) considerations that promote U.S. intangible ownership. We provide guidance on the impact of the Tax Cuts & Jobs Act (TCJA) on cryptocurrency ventures and explore potential opportunities such as Blockchain R&D tax credits initiatives both domestically and internationally. Additionally, we help our clients navigate complex issues like Controlled Foreign Corporation (CFC) considerations or calculating taxes for cryptocurrency mining earnings.

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Entity Guidance for Crypto Investors

Cryptocurrency investors have various choices for creating a business entity, with each option presenting unique advantages and challenges. For example, forming an LLC has the following benefits:

In most cases, regular individuals are not permitted to deduct expenses associated with Bitcoin mining, such as electricity costs. However, those who operate as a trade or business can claim relevant expenses on Schedule C.

Trade or business operators have the option to deduct losses incurred due to events like scams or wallet hacks.

Forming an LLC can provide a sense of professionalism and legitimacy to the business, which can be important when trying to attract investors.

How we help cryptocurrency CPA

Let us help you strategize for taxes and free up your time by taking repetitive tasks like bookkeeping off your plate.

What our cryptocurrency CPA clients are saying

Cryptocurrency CPA

Financial Planning Testimonials
Could not recommend Hogan CPA Financial Services enough. Chris breaks down all my financial questions into easy to understand language and always goes the extra mile
Dustin Johnson
We have used Hogan CPA services for years and have had the best experiences. From the buying and selling of land, houses and other financial investments, to getting married and having kids; we have never had to worry about anything. Chris’ attention to detail is reassuring and impressive. I will continue not only to utilize them personally but also refer friends, family and businesses to them.
Michelle Bowden
"The experience with Hogan CPA has been great! I will resort to their service every year for the time to come."
Dawson Gore
"As a manager, I don't have a good understanding of my taxes. Fortunately, I have Hogan CPA experts always by my side."
Chris Fields
"At Hogan CPA, I found serious and skilled professionals and a reassuring respect for confidentiality."
Brady Houseman
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Schedule an appointment with Hogan CPA Financial Services

For A Complimentary Phone Consultation

We can assist you in growing and expanding your cryptocurrency venture. Schedule a one-on-one call with our team of crypto accountants to begin discussing how we can provide valuable support in areas such as taxes, accounting, and other related services.

Click the button below to call or fill out our form to send an email appointment request and we’ll schedule a time that works best with your schedule.

See our Frequently Asked Questions below for commonly asked questions about our cryptocurrency CPA services.

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Cryptocurrency CPA FAQs

In 2014, the Internal Revenue Service (IRS) released a guidance document stating that virtual currencies, including cryptocurrencies, should be treated as property for tax purposes. This meant that transactions involving cryptocurrencies would be subject to capital gains taxes.

In 2019, the IRS released additional guidance on the taxation of cryptocurrency. The guidance clarified how to calculate taxes on specific types of cryptocurrency transactions, including hard forks and airdrops. The guidance also emphasized that taxpayers must report all cryptocurrency transactions on their tax returns, and failure to do so could result in penalties and interest.

The IRS has also increased its enforcement efforts in recent years. In 2018, the agency launched a crackdown on cryptocurrency tax evaders, sending out warning letters to thousands of individuals suspected of failing to report cryptocurrency transactions.

The IRS considers mined cryptocurrency as income, which means it must be reported on your tax return. The fair market value of the cryptocurrency at the time it is mined is used to determine the amount of income that is taxable. Additionally, if you hold the mined cryptocurrency as an investment and it appreciates in value, any gains realized upon its sale or exchange would also be subject to capital gains tax.

Even if you don’t choose to establish a crypto entity, there are still alternative ways to minimize your cryptocurrency tax obligations. For instance, numerous investors opt for tax-loss harvesting and deductions related to cryptocurrency donations to lower their tax payments.

We can help all types of cryptocurrency investors. Whether you are a:

  • HODLer
  • Trader
  • Day trader
  • ICO investor
  • Mining investor
  • Institutional investor
  • Speculator

The IRS has adopted a stringent position on cryptocurrency forks, clarifying that any new coins obtained as a result of a hard fork should be regarded as income and subjected to Income Tax. To compute the income, you must determine the fair market value (FMV) of the coin on the day it was received. This income should be reported as “other income” on IRS Form 1040.

In addition to Income Tax, any profit made from selling, exchanging, or using your asset will be subject to Capital Gains Tax. The cost basis for coins obtained from a fork will be the fair market value on the day you received them, as described earlier. This information should be reported on IRS Form 8949.