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Attention Tax Preparers!

Get your Crypto Tax Organizer!

By Kelly Sunshawl Barrett, EA LTC 31542-C

Add a comment when you submit and receive a personal reply within 24 hours.

FREE Crypto Tax Organizer

✏️ Over 50 must ask tax interview questions.
📧 Get yours by email today! 👇

Ask the Right Questions

Sample questions from the Crypto Tax Organizer

Trading

  • Which cryptos were bought or sold?
  • When was the first crypto purchased?
  • Were any forks or airdrops received?
  • How were trades recorded and tracked?

Mining

  • Were cryptocurrencies mined? Which ones?
  • Was mining done as business or hobby?
  • How were mined coins tracked?
  • Were any mined coins sold?

Over 50 MUST ASK tax interview questions about cryptocurrencies. Even for an experienced crypto tax preparer, it’s difficult to remember all the right questions to ask. This Crypto Tax Organizer will save you countless hours on the phone with your client. 

Conveniently print the PDF to record client answers. 

Kelly and Tucker

Kelly Sunshawl Barrett

EA, LTC 31542-C

Kelly is a Licensed Tax Consultant in the State of Oregon and an Enrolled Agent with the Internal Revenue Service. She holds a Bachelor’s degree in Computer Science and Mathematics, and has also owned a private accounting practice since 2006.  

Kelly is a Crypto and Blockchain Educator and teaches tax professionals about crypto and taxes through live trainings held at professional Tax Organizations like the Oregon Association of Tax Consultants and the Oregon Society of Tax Consultants. Her trainings are also showcased as courses on the social learning website Life with Crypto.  

In her space time, Kelly enjoys Tai Chi as well as hiking and camping with her life partner and dog Tucker.

To learn more about Kelly and her experience with crypto visit her blog here. 

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Testimonials

"Very clear and concise. She made a very complicated topic understandable."
Suzanne DFundamentals of Virtual Currency
"Loved her personal stories. Very dynamic speaker. Loved her format to stop and answer questions in each segment."
Class ParticipantFundamentals of Virtual Currency
"Knowledgeable and interesting, Very clear speaker.”
Tom AFundamentals of Virtual Currency
"Speaker most knowledgeable I've heard."
Class ParticipantFundamentals of Virtual Currency
"Let's have her back!"
Class ParticipantFundamentals of Virtual Currency
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