Protect What

You’ve Earned

Ongoing, crypto-smart tax planning and advisory for high earners, founders, and investors, with senior-led support for complex, high-stakes situations.

Built for clients who value continuity, accountability, and defensible outcomes, not one-time cleanup or “just filing”.

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.

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Matt O.
14:54 22 Apr 26
They are great to work with...been with them since 2020...very professional friemdly and very easy to work with...
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Robert L.
19:42 31 Mar 26
I was at the end of my rope trying to decipher the never ending new rules and regulations of the IRS, as it pertains to crypto. I thought I was doing a good job keeping everything in order with my exchanges, transfers and swaps, until I received my 1099 - DA's, which were highly inaccurate. I knew my problems would only get worse if I didn't take a more professional approach in addressing them, so I needed to hire a crypto and tax expert.

As I researched this topic, one crypto advisory group clearly stood out amongst their competition, and that was Polygon Advisory Group. Before I could sign up with them, I had to have brief meeting with them to see if my needs and their talents would align. After our 15 minute intro meeting, I was more than convinced they had the skillset, and desire, to unravel my crypto challenges.

I have to commend Daniel B. and his extraordinary talent to analyze my crypto reports and then provide reconciliation for all of my accounts. He was also intuitive to recognize many gaps in my information and then investigate deeper to connect all of the data points. There is no possible way I could have performed such a feat by myself. When all was finished, Daniel went back in my previous tax returns and even recommended that I file amendments for the last 5 years, and that ended up saving me a lot of money (excess $10K) due to me incorrectly reporting my crypto income.

Closing: So many companies are only willing to document the numbers that you provide them and then quickly close your file. Polygon Advisory Group digs in deep and investigates the incomplete files/data and helps you bring resolve to your crypto headaches. I'll use them again next year, as they have my complete trust!
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Anthony 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.
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Jon Luk P.
06:25 17 Jun 25
Excellent crypto tax service. Highly recommend!
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Brent 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
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Paul 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.
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Anupam 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.
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Alberto 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
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Demetre
20:07 16 Mar 25
Chainwise is patient and professional year-in and year-out. I deeply appreciate working with them-
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Laura 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.
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Jameel 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!
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A. 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.