Financial investments

Cryptocurrency, forex and online trading generate capital gains and reporting obligations that many taxpayers underestimate, including tax monitoring of assets held abroad. We calculate the tax due and handle the related reporting.

What's included

Calculation of capital gains on cryptocurrency, forex and financial instruments
Preparation of the tax return with the sections linked to investments
Tax monitoring of assets held abroad (foreign asset reporting)
Review of obligations relating to tax on the value of foreign financial assets and foreign properties
Advice on the tax regime best suited to your investor profile
Support in the event of audits on declared financial assets

When it makes sense

You've realised capital gains from cryptocurrency, forex or online trading
You hold foreign wallets, accounts or platforms and aren't sure how to report them
You've received a request for clarification about your financial assets

What we need to start

Statements and transaction records from the platforms and wallets used
A history of transactions for the reference year

How we work

1
Reconstruction
We reconstruct the transactions, wallets and accounts used during the year.
2
Calculation
We determine capital gains, losses and the tax due.
3
Filing
We prepare the related tax return sections, including foreign asset monitoring.
4
Support
We respond to any requests for clarification from the tax authority.