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Client from Toronto
"Finally, crypto tax answers that actually apply to Canadians."
If 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.
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…
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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
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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
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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 finally understand where your crypto stands, this is your starting point.
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Hello! I'm Charlene
Coffee Lover ☕ • Avid Traveler ✈️ • Canada Crypto Tax Expert
I created this guide because I kept meeting Canadian crypto investors who all shared the same struggle:
They were doing great in crypto but constantly unsure if they were filing correctly.
Many found themselves repeating the same patterns:
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Guessing what counted as income
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Putting off record-keeping, or
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Hoping their return was “probably fine.”
They felt overwhelmed, embarrassed, and worried they’d missed something important.
Over the years, helping clients untangle messy histories, rebuild timelines, and prepare CRA-ready summaries showed me one thing clearly.
Once they understood the rules, everything clicked.
That’s exactly why I created the Canada Crypto Tax Guide, to give you the clarity my clients rely on, in simple language you can actually use.
Charlene Tessier
Canada Crypto Tax Expert
Since 2012
Client from Calgary
"Thank you for answering my emails and for such great advice on crypto taxes in Canada."
FAQ
Do I have to use Koinly? The curated links and setup guidance inside your custom action plan are specifically built around Koinly, which is the crypto tax software I use and recommend for Canadian investors. It’s the platform I’m most familiar with and the one that works best for the majority of situations I see. That’s why your resources and setup guidance are tailored to Koinly, so you’re not juggling multiple systems or conflicting instructions.
Will this tell me exactly how much tax I owe? This is not a completed tax return. You’ll receive a personalized action plan that helps you: • Understand your complexity level • Know where to start • Organize your data properly • Avoid wasting time in the wrong places You’ll still need to implement the steps inside Koinly to determine your final numbers.
How long does it take to receive my custom plan? You’ll receive your personalized action plan within 48 hours of submitting your Crypto Snapshot. Each plan is personally reviewed, it is not automated or AI generated.
Is this right for me? This is designed for Canadian crypto investors who: -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
Is there support included? This product is designed as a DIY action plan. 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.
Do I need a paid Koinly account? No. You can create a free Koinly account to: -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.
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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.