THE OAKU DIFFERENCE

Do You Need Help With...

1 Tax Advisory

2 Digital Asset Education

3 Crypto Tax Reporting

4 Crypto Protection

Want to avoid unnecessary jail, up to 75% in tax penalties or decades of tax audits?

Plan traditional to crypto strategies before tax time. Identify opportunities, timing decisions and Oaku Wealth Trifecta structuring.

Understand crypto, DeFi, custody, tokenization and digital legacy before acting.

Organize / automate wallets, exchanges, cost basis and digital-asset tax events into tax-ready records.

Identify fraud scam, organize the incident and coordinate forensic, cyber, legal and tax next steps.

HOW WE CAN GROW TOGETHER – STEP 1:

The Discovery Call

What

A fit conversation..

Objectives

All participants get to understand the situation and determine collaboratively which service path is appropriate.

Expectations

We explain the next step, process and deliverables upon the next step.
NOT INCLUDED: Upon the free discovery call, no personalized strategy is delivered as the call is not performed by license, insured and certified experts.

Duration:

15 – 20 minutes

Cost:

Free

Discovery
Call

A Comprehensive
Consult

A Comprehensive
Advisory
Relationship

OUTCOME: Determine the best path forward.

HOW WE CAN GROW TOGETHER – STEP 2:

The Comprehensive Consult

What

One diagnostic. One prioritized roadmap.

Objectives

A structured diagnostic consultation that organizes your tax and digital-asset profile, identifies gaps and opportunities, and produces a prioritized roadmap forward.

Expectations

01 Discover

Goals, concerns, deadlines, current professionals

02 Inventory

Income, entities, wallets, exchanges, digital activity

03 Diagnose

Tax gaps, reporting gaps, risks, recovery and education needs

04 Prioritize

Act now, next 90 days, 3–12 months, longer term

05 Coordinate

Okay + the appropriate CPA/EA, attorney, cyber or forensic specialist

Duration:

60 – 120 minutes

Cost:

$3,945 Regular Temporary special $1,495

Discovery
Call

Comprehensive
Consult

A Comprehensive
Advisory
Relationship

OUTCOME: Executive summary • Top priorities • Oaku Wealth Trifecta • Recommended actions • Professional coordination plan

HOW WE GROW TOGETHER – STEP 3:

The Comprehensive Advisory Relationship

What

Quarterly to monthly consult

Objectives

Continuous sequential structuring, market updating and problem-solving working sessions.

Expectations

Provide technological, business structural and tax advisory services.
This is a complementary (not a replacement) to accounting, bookkeeping or legal services. Actually, we partner with trained experts from the Main Street Tax Pro organization.

Duration:

60 – 120 minutes / session

Cost:

TBD upon the client’s needs

Discovery
Call

Comprehensive
Consult

A Comprehensive
Advisory
Relationship

OUTCOME: Executive summary • Top priorities • Oaku Wealth Trifecta • Recommended actions • Professional coordination plan

THE OAKU METHOD

For Ultimate Digital Growth, Get Your Customized Oaku Wealth Trifecta

SAVE

Where is your money over-taxed?

BUILD

How can grow your wealth with digital assets?

MULTIPLY

Which digital assets vechicles are best suited for you?

PROTECT

Which tax, cyber, fraud, custody or structural risks are most threatening your wealth and/or need remediation?

TRANSFER

How will wealth, businesses and digital assets ultimately pass forward?

SERVICE 01

Tax Advisory

Poor tax reporting of digital assets can lead you to jail and/or up to 75% of earnings plus decades of tax audits.

Proactive planning before the return is prepared is essential for digital assets.

Not only is your tax return is a costly way to report what happened, it can be most destructive if done unproperly.

Gain financial control and reduce your tax exposire through pro-active tax advisory, management & optimization strategies.

We identify growth opportunities, advantageous tax strategies, automate documentation needs and address issues in coordination with your CPA, EA, attorney or other qualified financial professional (s.)