NOW CLOSED - JOIN THE WAITLIST FOR THE NEXT RELEASE
CRYPTO'S FUN
The taxes? Not so much.
Get Your Personal 3-Step
Crypto Tax Plan
This round is closed.
Next release opens later this year.
The waitlist gets first access + early notice.
JOIN THE WAITLIST
SEE INSIDE
This round is closed.
Next release opens later this year.
Waitlist gets first access + early notice.
JOIN THE WAITLIST
Client from Toronto
"Finally, crypto tax answers that actually apply to Canadians."
You're Hoping Your Crypto Taxes Are Fine...
Go from uncertain and overwhelmed to clear, structured, and confident about what to do next.
In just 5 minutes, complete your Crypto Snapshot.
Within 48 hours, you’ll receive a personalized 3-step action plan built around your actual portfolio.
You’ll walk away with:
✔ A clear starting point tailored to your exchanges, wallets, and activity
✔ A clear view of where your crypto stands: whether it’s straightforward, needs care, or deserves extra attention
✔ Direct guidance on exactly which parts of the guide apply to you
No generic advice.
No Reddit opinions.
No tax jargon spiral.
Just clarity. Structure. And your next three steps.
This round is closed.
Next release opens later this year.
Waitlist gets first access + early notice.
JOIN THE WAITLIST
PERSONAL 3-STEP CRYPTO TAX PLAN
✔ Your Personal 3-Step Action Plan
Built around your actual exchanges, wallets, and activity, so you know exactly what to tackle first instead of staring at spreadsheets.
✔ A Clear View of Where You Stand
You’ll understand whether your situation is straightforward, needs care, or deserves extra attention, so you can move forward confidently instead of guessing.
✔ The 2025 Canada Crypto Tax Guide
Built around the most common crypto tax questions Canadians ask, so you understand what’s taxable, how ACB really works, and what CRA actually expects.
✔ Curated Next Steps for Your Portfolio
You’ll know exactly where to start and what matters most for your portfolio, so you stop spinning in circles.
✔ Delivered Within 48 hours by a Canadian Tax Professional
So you're not relying on automated software or US focused advice.
✔ Limited Email Support for Clarification
If something isn’t clear, you can reach out and get pointed in the right direction, so you can keep moving forward.
For deeper support, we’ll look at next steps together.
Client from Vancouver
"All my stress is gone that I had from the first time we talked since I filed my taxes. Looking forward to years more of crypto trading now."
Not Sure Where You Stand With Your Crypto Taxes?
This is for you if…
You’ve bought the same coin multiple times over the years, and you honestly don’t know how CRA calculates your cost so every gain in your report feels a little suspicious
You open your tax software, see missing transactions or weird balances, and close it again because you’re not sure where to even begin fixing it
You’re worried that if CRA ever looked at your return, you wouldn’t feel confident explaining how those numbers were calculated
You don’t need to figure this all out alone.
If you’re tired of guessing and ready to understand where your crypto stands, this is your starting point.
This round is closed.
Next release opens later this year.
Waitlist gets first access + early notice.
JOIN THE WAITLIST
Charlene Tessier
Canada Crypto Tax Expert
Since 2012
Hello, I'm Charlene
"Coffee Lover ☕ • Avid Traveler ✈️ • Canada Crypto Tax Expert
"I created this cheat sheet because I kept meeting Canadian crypto investors who all ran into the same issue:
They weren’t sure which of their crypto moves were actually taxable.
"Clients would tell me they were constantly guessing...
wondering if staking rewards were income, if swaps counted as disposals, or if simply holding crypto was always tax-free.
Most felt confused, frustrated, and worried they might be triggering taxes without realizing it.
After helping clients understand the difference between income, capital gains, and non-taxable events, I saw the same thing happen every time.
Once they knew the rules, they made better decisions and avoided costly mistakes.
"That’s exactly why I created the Is It Taxable Cheat Sheet, to give you quick, clear answers my clients rely on, so you can invest confidently without second-guessing every move.
GET THE CHEAT SHEET
Client from Calgary"Thank you for answering my emails and for such great advice on crypto taxes in Canada."
FAQ
That’s why your resources and setup guidance are tailored to Koinly, so you’re not juggling multiple systems or conflicting instructions.
Each plan is personally reviewed, it is not automated or AI generated.
-Have multiple exchanges or wallets
-Have 2–4+ years of activity
-Feel unsure how complicated their situation really is
-Want a structured starting point before hiring professional help
This is not designed for:
-Corporate entities
-High-frequency traders
-Fully done-for-you tax filing services
You’ll receive a personalized roadmap and curated resources specific to your portfolio, but it does not include ongoing email or software support.
If you later decide you’d prefer professional assistance, you’re welcome to explore my consulting services separately.
-Connect exchanges
-Import wallets
-Begin organizing your data
A paid Koinly plan is only required if you choose to generate official tax reports.
If you decide to use Koinly, I’ll include my affiliate link, but you are not required to use it.
This round is closed.
Next release opens later this year.
Waitlist gets first access + early notice.
JOIN THE WAITLIST
If You’ve Made It This Far…
You already know guessing isn't working.
Imagine opening your laptop and knowing exactly what to do next.
This is where that starts.
This round is closed.
Next release opens later this year.
Waitlist gets first access + early notice.
JOIN THE WAITLIST
Disclaimer:
The information in these content is for educational purposes only and does not constitute financial, tax, or legal advice. It does not account for any specific investor’s circumstances and may not be suitable for all. Please consult a qualified professional who understands your individual situation before making any decisions.
Affiliate Disclosure:
Some of the links in this description may be affiliate links. This means I may earn a small commission at no additional cost to you if you choose to use them. I only recommend tools I personally use and trust.