Practice Areas

We provide strategic advice year-round, reconcile activity, track basis, optimize costing methodology, and file returns. Our holistic approach ensures that you are tax-efficient and able to navigate year-over-year investment volatility with ease.

Highly specialized in crypto on all complex topics, such as: liquidity pools/AMMs, staking, airdrops, DeFi lending, NFTs, bridging, wrapping, minting/burning, RWA tokenization, on-chain swaps, governance delegation, DAOs, perpetuals, token warrants, and token vesting agreements to name a few. Our expertise enables us to track basis, determine accurate fair values, and realize sales based on economic underlying traits, not based on misconceptions that often lead to over-booking realizations that never occurred.

Deep knowledge in other areas of traditional finance, such as: private equity, public stocks, fixed income, and real estate. We can help guide you on the deployment of advanced tax-optimization strategies used by the 1%, such as optimal costing methodologies, rental property cost segregation to accelerate paper depreciation, backdoor Roth IRA conversions, Augusta Rule renting, and more. We can also perform ad-hoc valuations for various purposes, including RSUs/ISOs with vesting terms, 409A valuations, and option pricing models like Black-Scholes.

We are currently obtaining state-level CPA firm permits to perform annual financial statement audits. If you are interested in this service, please email us (info@halledger.com) and we can provide further details on the expected time frame.

We are partnered with Integritas3 for expert witness services, high-stakes litigation support, forensics, and regulatory compliance. As former heads of IRS-Criminal Investigations, the team at Integritas3 brings incredible perspective and value to all of these areas.