How it Works

 Kick things off with a free, no-obligation 15-minute call. We’ll:

• Clarify your crypto holdings, trading history and advisory needs
• Answer any immediate tax questions or compliance concerns
• Recommend the right package level for your transaction volume
• Agree on next steps & timeline

 You walk away knowing exactly what to expect, which data we need, and how we’ll save you time (and tax). 

We seamlessly pull together your records so you don’t have to:

• Connect to your exchanges and wallets via secure API or CSV upload
• Import on-chain transactions (trades, staking, DeFi, NFT sales) into our tax engine
• Categorize each event (capital gains vs income, cost base, fees)
• Pre-audit your data for consistency and flag any missing info

You walk away with a perfectly reconciled transaction ledger—no spreadsheets, no guesswork. 

With your numbers locked in, we do the heavy lifting:

• Generate your complete tax return, including capital gains schedules
• Apply every eligible deduction (staking losses, gas fees, tooling subscriptions)
• Review and certify your return, ensuring 100% ATO compliance
• Electronically lodge to the ATO and send you confirmation
• Lodged via Registered Tax Agent; Southside Tax Services Pty Ltd
• Tax Agent Registration 2467 6418

 You walk away stress-free. Your return is lodged on time—and on point. 

Stay ahead of changes and maximize your position year-round:

• Quarterly or monthly performance & liability reports (depending on your plan)
• Strategy calls to optimize for new ATO guidance, DeFi launches, NFT drops, staking rules
• Email/chat support for day-to-day questions
• Audit assistance & ATO correspondence handled pro-actively

 You walk away with peace of mind that your crypto affairs are under control—today, tomorrow, and beyond.