Example: Rainer*

A so-called HODLER, with an accountant

CASE DESCRIPTION

A few years ago, an acquaintance of Rainer’s told him about cryptocurrencies and the attractive profits to be made. Since Rainer is not afraid of risks, he invested a mid-five-figure amount into Bitcoin, Ripple, and Ethereum. It paid off - the significant gains in value ensured hefty profits for Rainer in 2020. Rainer shared this information with his accountant, Mr. Mayer, but Mr. Mayer is out of his depth with this topic.

Working with Pekuna

Mayer asks around his accountant connections online, where someone recommend Pekuna. Mayer especially likes that he can recommend Pekuna as an external service - so he doesn't have to delve into the topic of crypto taxes himself. This means Mr. Mayer can retain Rainer as a client and still file correctly with the tax authorities without much time and effort.

After a successful connection is made, Rainer can clear up any open questions with Pekuna and request a report from the experts. During the final meeting, the experts from Pekuna briefed Reiner and his account on the final report. The goal: all parties should be able to understand and utilize the information provided.

Steps

Contact between Mr. Mayer (Accountant) and Pekuna

Pekuna works directly with Mr. Mayer and Rainer

Final briefing with all three parties

Results

Rainer is doubly happy: about the professional exchange with Pekuna on cryptocurrency and a transparent expert assessment that has been coordinated with his tax advisor.
His accountant, Mr. Mayer, is also glad to know experts in this field for future clients with crypto investments. He can now easily take on such cases.