Our team at Adaire, CoinLedger's affiliated-tax firm, can prepare and file your tax return!
Adaire is a full-service tax firm built by the team behind CoinLedger. At Adaire, an experienced tax professional will prepare, review, and sign your tax return, all while being backed by an industry-leading tech stack built to handle complicated tax situations in a modern way.
The team at Adaire can handle most tax situations that individuals will encounter, and specializes in returns with more than one moving part, including:
Investments: brokerage accounts, dividends, capital gains and losses, and K-1s
Business income: sole proprietors, S corporations, and partnerships
Equity compensation: RSUs, ISOs, NSOs, and ESPPs
Property in more than one state: rentals, sales, and nonresident returns
Trusts, gifts, and estates
Amended returns and late or unfiled years
Who are we?
Adaire is on a mission to be a modern, tech-forward tax firm, and this ethos starts at the top. Adaire's tax practice is led by Shane Kennedy, CPA, CMA, Adaire's founding partner. Shane has spent years preparing and filing returns for founders, operators, and investors, and has designed the systems that keep them accurate and compliant.
The infrastructure behind Adaire was built by the same team that has made CoinLedger so successful over the last decade. Our team has spent more than ten years designing consumer tax software that is beautiful to use and delivers results for the people who rely on it. We've brought that experience to traditional tax prep and filing.
That same team runs operations across the whole firm. From your first consultation call to your filed return, Adaire's team and tech stack will make sure every document, deadline, and question affecting your case is tracked and delivered accurately.
How do I sign up?
Step 1
You can get started with Adaire by filling out our form here. Once you've answered some basic intake questions, you'll receive an email with a link to book your free 30-minute consultation. You don't need to prepare anything for this call.
Step 2
On your free consultation call, we'll go over your needs, ask some qualifying questions about your case, explain how we'd handle your situation, and give you a custom flat-fee quote tailored to your personal tax return.
Step 3
If you accept our quote, the next step will be uploading your documents to Adaire's secure client portal. Adaire's tax professionals will prepare and review your return line by line. Once completed, you sign electronically, and we'll file your federal and state returns.
Ready to hand off your return to a professional? Fill out Adaire's form here to get started with your free consultation.
How much does Adaire cost?
Adaire starts at $1,250 per tax year. Your final price depends on the complexity of your return, and our team will give you one fixed, flat-fee quote before any work begins.
Fill out Adaire's form here to get a custom quote.
If I use CoinLedger, do I have to use Adaire to file my taxes?
No. Whether or not you use Adaire, your CoinLedger experience will still function exactly the same way as it has over the last 10 years. However, we highly recommend working with Adaire as your go-to tax team moving forward.
Will Adaire handle my crypto too?
Adaire can report your crypto activity on your tax return along with the rest of your income, but if your crypto transaction history needs to be cleaned up and reconciled first, we recommend working with our Done For You Team.
You are responsible for the accuracy of any crypto tax reports you submit to the Adaire Team. For this reason, we highly recommend signing up for CoinLedger's Done For You service if you're struggling with years of messy crypto transactions, missing cost basis, or inflated capital gains.
Who will I work with?
Shane Kennedy, CPA, CMA, Adaire's founding partner. Shane will be on your consultation call, and will prepare and sign your return.
Can CoinLedger Support answer questions about my Adaire return?
CoinLedger's Support Team can help with any question related to our software and services, but cannot speak to specific questions about your Adaire tax return or the status of your Adaire case. For questions about your tax return, please reach out to Adaire directly.