Protect What

You’ve Earned

Proactive tax planning and crypto-smart advisory for high earners, founders, investors, and families. Reduce taxes, preserve wealth, and plan with confidence.

Tax Strategy That Builds Legacies

You deserve more than once-a-year filing. We integrate traditional and crypto tax strategy into the bigger picture of your wealth—so every decision supports growth, protection, and peace of mind.

Crypto Account Reconciliation

Wallet-by-wallet reconciliation, accurate 1099-DA matching, NFT support, and audit-ready reports integrated with planning.

Crypto and Fiat Accounting

Integrated crypto/fiat accounting GAAP ledgers monthly close, revenue recognition, 1099-DA support, and audit-ready books investors trust.

Business Tax Return Preparation

C- and S-Corp returns, partnerships, quarterly planning, multi-state compliance, and digital-asset reporting—accurate and timely.

Tax and Retirement Planning

Tax planning for families to help minimize taxes and preserve wealth for a smooth coordination between entities, beneficiaries, and crypto assets.

A Team You Can Rely On

Your goals lead the plan. We listen between the lines, tailor strategy to what matters most, and act with integrity and discretion. With year-round guidance, we uncover opportunities others miss.

From equity events and state residency questions to estate transitions and digital assets, you’ll have a responsive, senior team you can reach when decisions can’t wait.

Compliance without the gray areas

We balance tax efficiency with clear, defensible positions—crypto included.

Year-round advisory

Sleep better knowing your tax strategy aligns with your wealth objectives.

Proactive Planning

We identify opportunities to transform tax compliance into an advantage.

Your Trusted Tax Strategy Experts

$4.6m

Million saved on taxes

2K+

Satisfied clients

130+

Years of combined Tax experience

Wherever you are in your financial journey — launching a startup, managing significant digital assets, or stewarding family wealth, we’re here to help you move forward with confidence.

It’s Time to Strategize, Not Just File

Clients come for clarity—and stay for the calm that comes from a confident course of action. We deliver expert tax strategy—so you can focus on building, preserving, and enjoying your wealth.

Crypto Account Reconciliation

Clear, accurate records of all wallet activity—cost basis, gains, and 1099-DA matched—so tax filings are simple, correct, and audit-ready.

Crypto & Fiat Accounting

Clean, reliable books each month for invoices/bills, payroll and sales tax handled—so taxes, audits and lenders are easy using crypto or fiat.

Business Tax Return Preparation

We prepare business tax returns with precision, strategy, and expertise—so every deduction is claimed, every deadline is met, and your structure works for you.

Tax Compliance & Resolution

From IRS notices to audits, penalties, and 1099-DA/8949 issues—we fix problems and keep you audit-ready so you can move forward confidently.

Crypto Account Reconciliation

Rebuild wallet activity and correct cost basis across exchanges, DeFi, NFTs. Clean, defensible records link to your return so audits and notices stay calm.

Tax Return Preparation

Returns done right: Form 8949 and 1099-DA for crypto, state coordination, and organized support files, making filing calm, accurate, and complete each year.

Tax Compliance & Resolution

From complex filings to full resolution, we manage every step with care. Our proactive compliance oversight protects your wealth and peace of mind.

Tax & Retirement Planning

Our tax-smart retirement strategies coordinate income, investments, and legacy goals—preserving what you’ve built and protecting what comes next.

Trusted by High-Earners and Families Alike

Entrepreneurs, executives, and investors across the U.S. trust Chainwise CPA to guide their financial future. With featured expertise in complex tax matters—from crypto to estate transitions—we’ve helped clients preserve millions while ensuring peace of mind.

ChIJ1 4T8rdJtokRkEyp kH9PvY 875c5b562b1c02e18b6d356646cc7f5a 2Anthony S.
16:55 17 Oct 25
I was very happy with the service I received from Chainwise CPA and Polygon Advisory Group. Finding someone to prepare my crypto tax return was challenging. But Chainwise CPA group had the experience and knowledge base in crypto taxes to get the job done very efficiently. I am thankful for their service and helping me through this process.
ChIJ1 4T8rdJtokRkEyp kH9PvY 100c2257edba0abe9f8cb2eb2f3a9a35 5Jon Luk P.
06:25 17 Jun 25
Excellent crypto tax service. Highly recommend!
ChIJ1 4T8rdJtokRkEyp kH9PvY b78baa5665c9d697e5486a4d07adb6ea 2Brent P.
20:09 14 Jun 25
I have been using Sharon and her team for several years and they have always been attentive, quick to respond, and courteous. They have navigated a lot of complex issues in the world of Crypto-assets. They navigate effortlessly through CoinTrackin.info
ChIJ1 4T8rdJtokRkEyp kH9PvY 381c1c428c80779fd41979f553314ff5 5Paul M.
16:42 11 Jun 25
A very complete service if youre serious about doing crypto right. Very prompt service and great about establishing clear guidelines and deliverables.
ChIJ1 4T8rdJtokRkEyp kH9PvY ba00bc68b6578e9fd4abf9730765333a 5Anupam B.
20:07 24 Mar 25
I recommend Chainwise CPA because they were professional, cost efficient, competent and courteous in the tax services they provided me. They did my Federal and state tax returns for cryptocurrency transactions in addition to the tax work on my incomes from pensions and annuities, interest and dividend earnings. They were thorough in their work, and patient with me. I would recommend them because they are world-class and reliable in what they do.
ChIJ1 4T8rdJtokRkEyp kH9PvY 64121c1df9a9dc22944d5448dae01ef3 5Alberto M.
15:35 17 Mar 25
Sharon Yip and the whole team were amazing, they were able to help me get all my crypto aligned and tracked all my transactions to identify my gains and losses for me to properly complete my 2024 taxes.
The whole time the team provided timely responses and were able to guide me during the whole process and explained what was being done.
Had a couple of zoom calls before even starting working with them to clarify if they were the correct people to help me with my crypto situation.
Very knowledgeable, helpful, courteous, highly recommended
ChIJ1 4T8rdJtokRkEyp kH9PvY 1ad1cc7a38afcfe1c35631fabdc305de 5Demetre
20:07 16 Mar 25
Chainwise is patient and professional year-in and year-out. I deeply appreciate working with them-
ChIJ1 4T8rdJtokRkEyp kH9PvY 9d1b0ab69cb22b3ebba179925b170186 5Laura R.
18:44 05 Mar 25
I experience Chainwise CPA as responsive to me as an individual client, meeting my needs and inquiries on a timely basis. I experience their staff as knowledgable, curious in a beneficial way, providing service from integrity and awareness. I use Chainwise CPA for both crypto reconciliation and tax preparation. I find their service solid, progressive. I experience their corporate core values align with my personal core values. This creates relationship, collaboration and results I can trust. I highly recommend their services.
ChIJ1 4T8rdJtokRkEyp kH9PvY 2f17feb06d8bb9d6d5393361ef1ed65e 5Jameel N.
14:38 09 Jan 25
Chainwise CPA has helped me out quite a few times. Trying to navigate the world of taxes and crypto is not easy at all. The team has answered my all questions even going above and beyond at times to make sure I was set up for success. They are always friendly and can help you if you are a crypto investor that needs to stay up to date with the latest and greatest. Thank you for all that you have done and the help I know I can lean on you for in the future!
ChIJ1 4T8rdJtokRkEyp kH9PvY bca68d4931fdfe05bb465dbd5f7bec41 5A. B.
17:51 08 May 24
I was new to crypto trading and lacked knowledge about how crypto transactions are taxed and how to report crypto profits and/or capital gains to the IRS. As a new customer, I contacted Polygon Advisory Group services to prepare my tax documents for both all my crypto transactions and for my regular income and other financial investment earnings. Their services were comprehensive and thorough and in compliance with every detailed aspect of my IRS and Virginia tax filing requirements.

Insights to Stay Ahead

Stay informed with expert articles, strategies, and real-world tax insights designed for high-net-worth individuals and ambitious wealth builders.

Guidance on the topics that matter—wallet-by-wallet cost basis, 1099-DA changes, multi-state moves, exit planning, charitable gifting of crypto, and more.

Take the First Step Toward Tax Clarity

Whether you’re scaling a company, managing digital assets, or stewarding family wealth, we help you keep more of what you’ve built.