不是替貴所報稅，而是接走資料製作工作Not tax filing. Production work taken off your team.

現有軟件和券商報表之後，仍有人要核對來源、追查資料缺口，並把未解事項交給專業人士判斷。After the existing software and broker statements, someone still has to reconcile sources, trace information gaps and put unresolved items in front of the professional who will decide them.

01 · RECONCILIATION

來源與差異勾稽Source and difference reconciliation

逐項對照 1099-DA、券商記錄、交易所導出、錢包活動與既有軟件輸出，明確列出不能勾上的差異。Compare 1099-DA, broker records, exchange exports, wallet activity and existing-software output; list differences that do not reconcile.

02 · HISTORY

轉入與歷史資料缺口Transfer and history gaps

把候選內部劃轉、已知取得來源、缺失日期或成本資料分開列示，避免未證實資料被靜默帶入結果。Separate candidate internal transfers, known acquisition sources and missing date or cost records so unconfirmed information is not silently carried into an output.

03 · REVIEW PACK

交付可覆核的例外包A review-ready exception pack

交付差異表、開放事項、源文件行號與交易哈希索引；由貴所決定哪些需要向客戶追問或作專業判斷。Receive difference schedules, open items and source-row or transaction-hash indexes; your firm decides what to ask the client and what requires professional judgement.

先檢查資料結構，再確定試行範圍Check the records first. Scope the pilot second.

只透過專業所承接；先以去識別或受控資料確認來源、期間與例外量，再同意交付範圍。We work through professional firms only. We first use de-identified or controlled records to understand sources, period and exception volume, then agree the delivery scope.

有一個軟件仍未做完的美國加密項目？Have a US crypto engagement your software has not finished?

先看資料結構與事務所覆核要求，不向個人提供自行報稅服務。We start with the record structure and your firm's review requirements. We do not offer DIY individual tax filing.

討論試行範圍Discuss a pilot scope