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Wealth Accelerator Community

Find Your Pros

Two roadmaps send you to hire help: a CPA who understands crypto, and an estate attorney. A bad fit costs you months and money. Here is how to know you found the right one before you sign anything.

Community members share names they trust on the Monday Live. Bring these questions to any pro you interview, from the community or elsewhere, and you will know within minutes whether they are right for you.
A crypto-aware CPA
You need one around Roadmap 2, Week 8 and Roadmap 3, Week 10

Most accountants are good with a paycheck and a mortgage. Far fewer understand cost basis across wallets, wash sale timing, staking income, or moving a large position without an avoidable tax event. You want a specialist, not a generalist who will learn on your dollar.

Ask these on the first call
Green flags
✓They ask which chains and wallets you use before quoting a price.
✓They already have other clients holding digital assets.
✓They can explain a wash sale and cost basis in plain words.
Red flags
✕They say "crypto is just like stocks, no difference."
✕They have never handled a self-directed IRA.
✕They discourage questions or rush you off the call.
Bring this to the first meeting
  • Your full asset inventory from the Net Worth and Inventory tool
  • A list of every exchange and wallet you have used this year
  • Your questions on wash sales, cost basis, and capital gains, written down
  • Whether you have a self-directed IRA open or plan to
An estate attorney
You need one around Roadmap 2, Week 9 and Roadmap 3, Weeks 6 and 9

This is the person who makes sure the people you love can actually reach what you built, without probate turning it into a public, slow, expensive mess. Digital assets add a wrinkle most estate lawyers have never handled: keys and cold wallets do not pass like a bank account does.

Ask these on the first call
Green flags
✓They ask about digital assets without you raising it first.
✓They work with revocable living trusts routinely, not just wills.
✓They can explain how a trust avoids probate in plain words.
Red flags
✕They push a one size fits all package without asking about your assets.
✕They have no plan for how heirs would access a cold wallet.
✕They cannot clearly say what is and is not covered in the fee.
Bring this to the first meeting
  • Your net worth picture and a list of major accounts
  • A list of who you want to inherit what
  • Any existing will, trust, or beneficiary designations
  • Your questions about titling assets and accessing digital holdings
A note. This guide helps you choose and prepare. It is not legal or tax advice, and hiring a professional is your own decision. The right pro will welcome every one of these questions.
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