Professional Tax Services
TAX SERVICES FOR PEOPLE WHO VALUE WHAT THEY EARN
Need crypto reconciliation and tax filing? Our compliance-focused services are designed to deliver accurate reporting and compliant tax return preparation, without bundled advisory or unnecessary extras.
We provide CPA-level expertise with clearly defined scope and transparent pricing to support accurate, compliant filing.
Choose Your Tax Plan
Tax Services Built Around Your Needs, Not Ours
Get crypto reconciliation, tax filing, or both—built around your actual situation, not a one-size-fits-all package. Our crypto and traditional tax expertise for just what you need—without the premium price tag.
These compliance-only service plans are designed for clients engaging after the close of Tax Year 2025, when proactive tax planning opportunities are no longer available.
Crypto Only
Clients using another tax preparer but needing accurate 2025 crypto reconciliation.
Feature
Comprehensive
Crypto Only
Tax Only
One-time TY2025 Engagement
Federal & State Tax Return Preparation
Crypto Reconciliation & Tax Reports for TY2025
Form 1099-DA Matching
Coordination between crypto tax report and tax return preparation
Comprehensive
Businesses needing full 2025 crypto reconciliation, accounting cleanup & tax filing.
Crypto Only
Businesses using another tax preparer but needing accurate 2025 crypto + accounting record.
Feature
Comprehensive
Crypto Only
Tax Only
One-time TY2025 Engagement
Annual Business Tax Return – Federal + 1 state
Crypto Reconciliation & Accounting Cleanup for TY2025
Form 1099-DA Matching
Coordination between crypto tax report and tax return preparation
Important Note:
Clients with crypto activity are not eligible for Tax–Only services. Compliant tax return preparation requires integrated crypto reconciliation and reporting provided by our firm due to regulatory and risk considerations.
View Our Pricing
Find Out The Details
The TY2025 tax season is approaching. Our compliance-focused services are designed to support accurate reporting and timely filing, from straightforward situations to complex crypto activity.
Fill out the form below to receive pricing details based on your filing requirements.
About Us
Why Choose Chainwise CPA?
Most firms understand either traditional tax or crypto—but rarely both. We bridge that gap with specialized CPAs and crypto experts who ensure your books are accurate, your taxes are minimized, and your business is always audit- and investor-ready.
Integrated, Not Isolated
We combine traditional finances, digital assets, and strategic tax planning into one cohesive approach that protects and grows your wealth.
Tailored To You
Serving investors and families with sophisticated needs. We understand complex financial situations and provide the guidance you deserve.
Proactive, Not Reactive
Year-round planning to identify opportunities, minimize liabilities, and keep you prepared for exits, audits, and major life transitions.
What Our Clients Say
Trusted by Taxpayers Nationwide
Don’t just take our word for it – hear from the clients we’ve helped navigate the complex world of cryptocurrency and traditional taxation. Our clients’ success stories speak volumes about our expertise, dedication, and the real-world impact of our services.
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!
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
Case Studies
Success Stories from Clients Who Plan Ahead
From startup founders to seasoned professionals, our clients turn complexity into clarity. Explore how proactive tax strategy helps high-achievers preserve wealth, stay compliant, and plan with confidence.
Individual Client
From Confusion to Confidence: A Physician’s Crypto Tax Journey
A physician saved hundreds of hours and gained total peace of mind as Chainwise simplified crypto tax reporting with precision, responsiveness, and clarity.
Individual Client
Peace of Mind, Not Panic: One Developer’s Crypto Tax Solution
A developer reconciled 10,000 crypto transactions and saved 200 hours while gaining confidence, clarity, and relief through expert, hands-on CPA support.
All case studies are based on real client submissions collected through our Case Study Questionnaire. Each story is shared with permission and reflects genuine results from actual Chainwise CPA engagements.
Get Started Today
Get Personalized Tax Planning
Don’t let the IRS catch you off guard. Partner with our CPA team and turn your tax challenges into opportunities for growth and savings.
- A comprehensive review of your crypto portfolio
- Personalized tax strategy recommendations
- Clear answers to your burning crypto and traditional tax questions
Take the first step towards tax clarity today!