Flagship consultation
Desktop Tax Estimate Session
A 90-minute desk review that turns your exchange exports into a dated tax estimate worksheet for the year you choose.
Who it is for
Individual holders and occasional traders who keep records on a desktop computer and need a realistic tax estimate before they speak with a preparer or file themselves. It suits people with a few Korean and overseas venues, not institutional ledgers.
Result you leave with
A dated estimate worksheet listing taxable disposals, estimated gains or losses in KRW where conversion notes allow, and a short open-items list for anything still missing. The worksheet is yours to keep on your PC; we do not file on your behalf.
Scope included
- Review of CSV or spreadsheet exports you provide before the session
- Classification of sales, transfers between your own wallets, and fee lines
- Flagging of cost basis gaps and duplicate rows
- A first-pass KRW conversion approach for the dates you can document
- A written summary of assumptions used in the estimate
Scope excluded
- Full bookkeeping for high-frequency trading desks
- Legal opinions on disputed tax positions
- Direct submission to tax authorities
- Recovery of passwords or closed-exchange archives we cannot access
Provider and process
Sessions are led by a CognitSys Digital planner at our Yeongdeungpo office or over a shared desktop view. You send files at least one business day ahead. We spend the first half hour reconciling venue names and date formats, then build the estimate live so you can see each classification decision.
Duration and delivery
Ninety minutes is the standard block. Complex multi-venue years may need a follow-up Transaction Summary Planning session. You receive the worksheet file within one business day after the meeting.
Preparation
Export trade history from each exchange, note large disposals from memory if exports look incomplete, and gather any prior-year worksheets already on your PC. Label internal transfers if you can.
Constraints
Estimates depend on the completeness of your records. Where cost basis cannot be reconstructed in-session, those lines stay marked open rather than guessed.
Fee basis
From ₩280,000 for a single tax year with up to three venues. Additional venues or heavy reconstruction are quoted before you confirm the booking.
Next step
Request an estimate session and tell us the tax year and which exchanges you used.