Cryptocurrency Questionnaire

Please fill out the form below to submit information specifically needed to understand the tax considerations for your crypto holdings.

A few things are required before this form can be submitted:

1. 1. A license for Koinly must have been purchased for 2024
  2. All of your cryptocurrency addresses are added to your 2024 Koinly
  3. Using [email protected], BrookHaven was added as your accountant.
  4. You’ve reviewed all of your 2024 Koinly transactions

If those actions have been completed, please continue.

Name(Required)

First Last

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Do you plan to track your cryptocurrency activity in Koinly?(Required)

Yes

How do you plan on tracking crypto activity, if not Koinly?

Have you provided BrookHaven with your crypto information?

Yes

Koinly Questions

Have you purchased a 2024 license for Koinly and confirm all of your cryptocurrency addresses are added?(Required)

Yes

Have you added Brookhaven as the Accountant for your 2024 Koinly?

Yes

If no, you will not be able to submit this questionnaire until you ensure that Brookhaven is added as your Koinly Accountant. Without access to your Koinly account, Brookhaven can not gather data necessary to file your tax return.

Have you reviewed your Koinly transactions and do you approve Brookhaven to move forward in preparing your return based on what is in Koinly?

Yes

If no, this questionnaire cannot be submitted until you’ve submitted to Brookhaven.

Business Questions

Please provide us with some information specific to the expenses of your Cryptocurrency holding company.

Software Expenses

(e.g., Koinly, QuickBooks, etc.)

Bank Fee(s)

State Registration Fee(s)

Gas Fees are provided through Koinly. If you’re NOT using Koinly, provide your total Gas Fees here:

Did you sign up with MCA as a client in 2024?

Yes

MCA Set-up Fee: If you paid your set-up fee in 2024 to MCA, Brookhaven will assume that $5,000 of the set-up fee is allocated to a business expense for the drafting of your entity’s operating agreement, and initial entity tax planning.

Did you place any equipment in service in 2024 that was used for your business?

Yes

Please provide information on type of equipment, cost, date placed into service, and percentage of use for business activity.

Do you use a home office for business activity?

Yes

Square Footage of Office

Square Footage of Home

Total 2024 Utilities Cost for Home

(e.g., electricity, Wi-Fi, etc.)

Did you have any Continued Education (CE) expenses in 2024 associated with your business?

Yes

Please provide information on CE expense purpose, cost, amount, business purpose.

What other business expenses did you have in 2024, if any?

Please provide type of expense, business purpose, and total cost associated with your business.

Cryptocurrency Questionnaire

Koinly Questions

Business Questions

Other Questions