Case Study

Greer CPAs & Advisors

Lexington, KY

A Lexington CPA Firm Marketing Cryptocurrency Tax Expertise — Built on a 12-Year-Old IRS Notice.

The Services page of greercpas.com has a dedicated section for “Cryptocurrency & Digital Asset Taxation,” positioned as a specialized expertise offering and designed to attract clients navigating crypto tax compliance. The section leads with this citation:

“We specialize in cryptocurrency tax compliance under IRS Virtual Currency Guidance — Notice 2014-21.”

IRS Notice 2014-21 was issued in March 2014. It established the foundational principle that cryptocurrency is property for tax purposes — a two-page guidance document that was cutting-edge in 2014 and has since been superseded, expanded, and revised multiple times. Citing it as the guiding authority of a current specialty in 2026 signals that the firm's cryptocurrency practice — or at least its website — hasn't been updated in twelve years.

The Firm

Greer CPAs & Advisors has been operating in Lexington since 2008. Tax compliance, business advisory, digital asset taxation, estate planning, and international tax — 18 years of Central Kentucky accounting work with a strong Google presence (156 reviews, 4.8 stars) and a client base that includes professionals and business owners in the Lexington market.

The decision to build a cryptocurrency tax specialty was forward-thinking. Lexington has a growing tech and startup community, and crypto tax compliance is a genuine need for a significant portion of the professional population. But the specialty is being sold with outdated authority — and in the cryptocurrency space, outdated authority is the same as no authority.

What We Found

A 12-year-old IRS notice cited as the foundation of a current specialty, in a practice area where guidance has changed dramatically every year.

The IRS Has Issued Major Crypto Updates Every Year Since 2014

Notice 2014-21 was followed by: Revenue Ruling 2019-24 (addressing hard forks and airdrops), the 2019 Schedule 1 crypto disclosure question, updated IRS FAQ guidance in 2021 and 2022, Notice 2023-34 (staking rewards), and ongoing Treasury regulation proposals. The IRS crypto framework has been substantially rebuilt since the single 2014 notice.

A prospective client with crypto tax questions who is evaluating CPA firms will search for firms that cite current guidance. A firm that leads with a 2014 notice in 2026 is immediately filtered out by any sophisticated crypto investor who knows the space has evolved.

Crypto Clients Are the Most Research-Intensive Prospects

People who hold significant cryptocurrency are generally comfortable with technology and are likely to Google “IRS Notice 2014-21” before deciding whether this firm knows their space. What they'll find is that the notice is twelve years old and that far more authoritative guidance exists. The citation that was meant to signal expertise signals the opposite.

A Strong Firm Undersold by Outdated Copy

Greer CPAs has real expertise — 18 years, 4.8 stars, a genuine Lexington presence. The crypto specialty may be entirely current in practice. But the website is selling it with the credentials of 2014. The gap between what the firm knows and what the site communicates is costing them the exact clients the specialty is designed to attract.

What We'd Build

A Lexington CPA firm website that sells cryptocurrency expertise with current authority — and leads with 18 years of real Lexington presence.

Cryptocurrency Tax Section With Current IRS Citations

Updated crypto tax service page citing 2023–2026 IRS guidance — Revenue Ruling 2019-24, the 2024 broker reporting regulations, current staking and DeFi treatment. A page that signals expertise to the prospect who knows enough to check. Greer's actual knowledge deserves current language.

“Lexington Tax Advisors Since 2008” as the Foundation

18 years in the Lexington market, 156 reviews at 4.8 stars — a hero section that opens with those credentials positions Greer above newer competitors before a prospect reads the specialty pages.

Industry Pages for Lexington's Economy

Healthcare, equine, tech startups, professional services, and estate planning clients — industry-specific pages that speak to the Lexington business community Greer has been serving for nearly two decades.

Spec Redesign Deliverables

  • Crypto tax section rewritten with current IRS guidance (2023–2026) — no outdated citations
  • “Lexington Tax Advisors Since 2008” hero — 18 years and 4.8 stars above the fold
  • Industry pages for healthcare, equine, tech, estate planning, and professional services
  • Services pages for tax compliance, advisory, digital assets, and international tax
  • Free consultation CTA with specialty intake form for crypto and international tax inquiries

The Opportunity

Cryptocurrency tax is one of the fastest-growing areas of individual and business tax compliance. Lexington has a tech-adjacent professional population that holds digital assets and needs competent tax guidance. A 18-year Lexington CPA firm with a crypto specialty is exactly what that market needs.

But the specialty has to be sold with current language. A sophisticated crypto investor who reads “Notice 2014-21” as the guiding authority is going to call a different firm — one whose website signals they've been paying attention to the last twelve years of IRS guidance.

Greer CPAs has the firm. They have the clients. They have 4.8 stars from 156 reviews. The website just needs to catch up to the expertise.

See what we'd fix on your site

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