Process

Below is our high level process, showcasing the 5 main steps we take to enable you to invest in crypto with tax advantages. We encourage you to set some time up with us to discuss the details if you want to get a deeper understanding of the process.

We really make it that simple for you. We do all the heavy lifting creating the legal structure and you fund your accounts and get to investing with tax advantages. Our clients tend to experience a lead time of roughly 6-10 days for the legal structure set up depending on state. Feel free to schedule an appointment with us through the Contact Us page with any additional questions, we are here to help!

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