Cryptocurrency
Please fill out the form below to submit information specifically needed to understand the tax considerations for your crypto holdings.
Before You Begin
A few things are required before this form can be submitted:
Koinly license
A license for Koinly must have been purchased for 2025
Addresses added
All of your cryptocurrency addresses are added to your 2025 Koinly
Accountant added
Using [email protected], BrookHaven was added as your accountant.
Transactions reviewed
You’ve reviewed all of your 2025 Koinly transactions
If those actions have been completed, please continue.
Crypto Questionnaire
Preview of our secure intake — online submission is launching soon.
Name *
First
Last
Do you plan to track your cryptocurrency activity in Koinly? *
Yes
No
How do you plan on tracking crypto activity, if not Koinly?
Have you provided BrookHaven with your crypto information?
Yes
No
Koinly Questions
Have you purchased a 2025 license for Koinly and confirm all of your cryptocurrency addresses are added? *
Yes
No
Have you added Brookhaven as the Accountant for your 2025 Koinly?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.
Yes
No
Have you reviewed your Koinly transactions and do you approve Brookhaven to move forward in preparing your return based on what is in Koinly?If no, this questionnaire cannot be submitted until you’ve submitted to Brookhaven.
Yes
No
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 2025?MCA Set-up Fee: If you paid your set-up fee in 2025 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.
Yes
No
Did you place any equipment in service in 2025 that was used for your business?
Yes
No
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
No
Square Footage of Office
Square Footage of Home
Total 2025 Utilities Cost for Home(e.g., electricity, Wi-Fi, etc.)
Did you have any Continued Education (CE) expenses in 2025 associated with your business?
Yes
No
Please provide information on CE expense purpose, cost, amount, business purpose.
What other business expenses did you have in 2025 , if any?Please provide type of expense, business purpose, and total cost associated with your business.
Other Questions
Did you have any interest income associated with a bank account in the name of the business?
Yes
No
How much bank interest did your business have in 2025 ?
Did you gift any Cryptocurrency in 2025 ?Note: Gifting cryptocurrency does NOT create a tax deduction for you.
Yes
No
What was the total value of crypto gifted in 2025 ?
Please provide information on what was gifted, when, its value and time of gift and to whom the gift was made.
Did you lose any of your cryptocurrency in 2025 due to theft?Note: generally, a write-off is only allowed to the extent of your basis in the stolen property (i.e., cost), not it’s fair market value.
Yes
No
Please provide detail relating to when your coins were lost and the basis (i.e., cost in those coins).
SubmitSOON
Online submission is launching soon — reach us directly in the meantime.
Get StartedPrefer to talk first? Call 762-847-0126.
