Wallet Management Intake Form

Wallet Management Intake Form
Name *

First NameLast Name
Email*
example@example.com
Phone Number*
Please enter a valid phone number.
Please choose which one do you want to be contacted by*

PhoneEmailDoes not matterOther

Company Information
Company Name*
Company Website
Company Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Please briefly explain what your company does*
Starting date of your company*

MonthDayYear
Your job title*
Company Type*
LLC, S-Corp, C-Corp, Sole-Proprietor
File federal taxes*

On a cash basisAccural
Your CPA and the firm they are with*

Accounting Information and Needs
Accounting software you use *
If QuickBooks, please indicate Desktop or Online
Payroll software or company
Number of Cyptocurrency transactions you have each month*
Which ones do you enter?*

BillsPaymentsInvoicesOther
Do you pay 1099 vendors?*

YesNo
Approximately, how many invoices do you generate each month?*
Please select the ones that appropriate to you*

Crypto BotsCrypto-MinningTracking inventory in Quickbooks or other softwareOther
Number of Wallets you have*
Number Exchanges you trade with*
Do you have any experience to work with a bookkeeping service before?*

YesNo
Please select the services you want us to provide*

Client BillingFinancial StatementsYear End Tax PackageState Tax ReportingBusiness Start-Up AssistanceMonthly Account ReconciliationBudgeting/ForecastingTransaction EntryPayrollBusiness ConsultingContract ManagementCash Flow ReportingBill PayCity Tax ReportingCustom DashboardOther
Do you currently connect and manage wallets based on blockchain trading activities?*

YesNo
If yes, please specify the types of digital assets you are managing*

CryptocurrencyNFT'sOther
How do you currently connect and manage wallets based on blockchain trading activities? *
Please give details about some challenges you been facing with current wallet management situation?*
Is your digital asset management tied to the custody of assets through a bot? *
How do you utilize bots in your asset management process?*
Do you currently maintain records of historical trading opportunities and transactions? if so, how many years worth? *
How are you currently writing off expenses related to digitial asset transactions?*
What type of blockchains are you currently utilizing for your digitial asset transactions? *
How do you manage bookkeeping and documentation for the flow of funds related to digital asset transactions?*
What measures do you take to ensure the security of your digital asset wallets? How do you manage your wallet security? *
What Tax year did you not report yet? (Check the boxes that are not reported.)*

2020202120222023
Do you owe the IRS any back taxes or have recived a letter from the IRS for collections or of garnish wages?*

YesNoNot sure
Do you need help filing your Taxes?*

YesNo
If you answered yes, What years do you require?*

Before 20202020202120222023
Subscription Type

month to month3 Month Subscription6 Month Subscription12 Month Subscriptions
Additional information we should know to better serve you? *
Please verify that you are human*
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