Cryptocurrency Reporting Questionnaire


We need some basic information about your situation - we'd like you to answer the questions on this form.  Do the best you can - we understand you may not have all the information requested.  It's much easier for everyone if we can come to our first discussion prepared.  As an added incentive, if you submit a completed questionnaire, the initial consultation is free.


  If you prefer not to complete this form, either go to the "Book Online" tab or call us to schedule your initial consultation.   If you choose this option, the initial consultation fee is $300.  However, that amount will be applied as a one-time credit to fees incurred in the future. 


This form is meant to facilitate our interview process and creates no future obligations or relationship between the parties.  If you do not retain our services, your form will be removed from our system and securely destroyed.   This questionnaire is for the use of Tax Defense ONLY.   Tax Defense will never share, sell, or allow a third-party access to this form or ANY of the information on this form.

If you prefer to have your initial consultation without completing this questionnaire,

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Why are you filling out this questionnaire? Please check all that apply:
How many years have you traded, bought, sold and/or held cryptocurrency?
For each year you’ve had cryptocurrency transactions, how many transactions were there?
If you have not reported your cryptocurrency transactions on your tax returns and want to amend your filing(s) – please answer the following questions:
What years do you want to prepare/file amended tax returns? Please check all that apply:
For those years, what was the approximate amount of your cryptocurrency transactions?
Did you have an account with Coinbase between 2013 and 2015?
If you answered yes, did you buy, sell, send, or receive more than $20,000 through that account in any single year?
What is the (approximate) current value of the cryptocurrency you hold?
What did you receive from the IRS? Please check any that apply and answer the related questions:

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