Balance Snapshot Review — Page Ashfield

Overview

We capture balances across the address sets you designate, using on-chain data at an agreed timestamp. Output includes a PDF summary and CSV suitable for personal records or handoff to your tax preparer.

Included

Address list confirmation session
Snapshot at agreed date and time (KST)
PDF and encrypted CSV delivery within two business days
Brief review call to walk through line items

Excluded

Tax filing, exchange reconciliation, DeFi position valuation beyond basic on-chain balance, and transaction-level capital gains calculation.

Typical use

Quarter-end personal records, pre-appointment preparation for accountants familiar with crypto holdings, and annual programme clients between quarterly visits.