Wallet Management Intake Form

Wallet Management Intake Form
Name *

First NameLast Name
Email*
example@example.com
Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Please choose which one do you want to be contacted by*

PhoneEmailDoes not matterOther
- 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 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*
- Should be Empty: