Most CPAs show up once a year to file your return. We show up year-round to reshape your entire tax picture. Chainwise CPA delivers tax planning services built for high-income earners, business owners, and investors who refuse to leave money on the table.
From entity structuring and retirement optimization to estate planning and multi-state strategy, we turn complex tax situations into clear, actionable plans that keep more wealth where it belongs: with you.
Tax planning is part strategy, part structure, and entirely personal. Whether you are scaling a business, managing investment gains, or preparing for retirement, our advisors build a forward-looking plan that adapts as your life and the tax code evolve.
We analyze every income stream, deduction, and credit to build a custom strategy that reduces your effective tax rate. Proactive quarterly projections ensure you are never blindsided at filing time.
S-Corp, LLC, partnership, or trust? We evaluate your business and investment structure to find the entity mix that minimizes self-employment taxes, protects assets, and maximizes long-term savings.
From maximizing 401(k) contributions to implementing Roth conversion ladders and trust-based wealth transfers, we integrate retirement and estate planning into one seamless tax strategy.
Earning income across multiple states or managing complex investment portfolios? We coordinate residency rules, capital gains timing, and cross-border filing to prevent costly compliance gaps.
Crypto assets measured at fair value every period per ASU 2023-08, with gains and losses in net income and audit-ready disclosures built into your financials.
Multi-sig wallet tracking, governance token flows, contributor payments, and grant disbursements—structured for transparency and stakeholder reporting.
Your financial life doesn’t operate in a single tax bracket. We build unified tax plans that integrate earned income, investment gains, business revenue, and retirement distributions into a single, optimized strategy.
Accurate, forward-looking tax planning is the foundation of lasting wealth. With Chainwise, every income source is analyzed and every deduction is captured, giving you a tax strategy you can trust and a roadmap you can follow.
That means fewer surprises at filing time and more confidence when making major financial decisions. We handle the complexity so you can stay focused on earning, investing, and building your legacy.
Our Plans
If your CPA only contacts you in March, you are leaving money on the table every other month.
Our team works alongside you throughout the year, monitoring legislative changes, adjusting projections, and implementing strategies that align your tax obligations with your long-term financial goals.
Businesses that want fully aligned crypto, accounting, and tax handled end-to-end by one provider.
Businesses working with another CPA but needing clean, reconciled crypto and accounting records for filing.
One-time engagement (TY2025)
2025 Business Tax Return Preparation (Federal + Home State)
Crypto Diagnostic Review
Full Crypto Reconciliation
Accounting Cleanup
Wallet-by-Wallet Alignment
Form 1099-DA Matching
Filing-Ready Financials & Crypto Reports
Coordination Between Crypto, Accounting & Tax Filing
Pricing is based on standard assumptions and confirmed after reviewing your records. As additional information becomes available or complexity arises, any scope or fee adjustments will be clearly communicated and approved before proceeding.
Additional fees may apply for:
This is a targeted, compliance-focused after year end cleanup, not a full bookkeeping engagement.
Included (for 2025):
Not included:
Any work outside this scope must be approved under a separate engagement.
Not every client is a fit for every firm—and that’s a good thing. See how we ensure each engagement is built on the right alignment of goals, values, and expectations.
Our FAQ page is designed to give you straightforward answers to the most common questions about our services, process, and approach. Click below to find guidance here to help you understand how we work—and how we can support your goals with proactive, intelligent tax strategy.
Below is a quick-reference glossary explaining what each service item includes, so clients clearly understand the value provided in each plan.
Full multi-year cleanup and accurate crypto records for all years.
One-time TY2025 Engagement
2025 Federal & State Tax Return Preparation
Crypto Diagnostic Review (2025 only)
2025 Transaction Review & Corrections (major issues only)
Multi-Year Cleanup (Pre-2025)
Wallet-by-Wallet Transition (Rev. Proc. 2024-28)
1099-DA Matching/Review
Filing-Ready Crypto Tax Reports for 2025
Filing-Ready Crypto Tax Reports for All Years
Coordination Between Crypto & Tax Filing
Correct Crypto Tax Return Filing for 2025
Pricing starts with a base estimate and is confirmed after reviewing your records. As additional information becomes available or complexity arises, any scope or fee adjustments will be clearly communicated and approved before proceeding.
Additional fees may apply based on complexity, including:
The 2025 Form 1099-DA reports gross proceeds only, not cost basis. Accurate reporting requires wallet-level reconciliation and expert review.
Without proper reconciliation:
Not every client is a fit for every firm—and that’s a good thing. See how we ensure each engagement is built on the right alignment of goals, values, and expectations.
Our FAQ page is designed to give you straightforward answers to the most common questions about our services, process, and approach. Click below to find guidance here to help you understand how we work—and how we can support your goals with proactive, intelligent tax strategy.
Below is a quick-reference glossary explaining what each service item includes, so clients clearly understand the value provided in each plan.
Clarity. Transparency. Confidence — from day one.
Our streamlined process is designed to make getting started simple and stress-free, while ensuring your project receives the right level of attention and care.
Explore our Individual or Business service plans on our website. Each plan includes a starting price, so you know what to expect upfront.
Schedule a 15-minute call if you’d like help choosing the right plan. We’ll answer general questions and explain the next steps.
(No detailed tax or strategy advice on this call.)
Choose your service plan and we’ll send you:
- Proposal & engagement letter
- Invoice for the starting price
Payment reserves your spot and officially begins the engagement.
After signing and payment, you’ll receive:
- Secure client portal access
- Onboarding checklist
- Requests for documents and information
This ensures we can start efficiently.
We review your information to confirm whether it fits the base scope.
- If yes → we proceed
- If additional work is needed → we provide a clear, updated fee estimate for approval before moving forward
No additional fees unless extra scope is identified and approved.
Once scope is approved, we complete your tax, crypto, accounting, or advisory work and keep you updated until completion.
If additional scope is identified and you choose not to proceed, we will continue to work up to the amount already paid, and you will retain all completed work.
Our clients include entrepreneurs, investors, and high-income professionals who trust Chainwise to reduce their tax burden and grow their wealth.
We plan with you every quarter, not just at tax time. Proactive strategy sessions keep your plan sharp and responsive all year.
Secure client portals, real-time dashboards, and smart automation mean you always know where your tax strategy stands.
Your dedicated advisor knows your financial picture inside and out. No call centers, no handoffs, just personal attention.
Physicians, attorneys, and executives deserve a CPA who proactively reduces your burden, not one who just reports the damage every April.
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.
A physician saved hundreds of hours and gained total peace of mind as Chainwise simplified crypto tax reporting with precision, responsiveness, and clarity.
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.
Ready to stop reacting to tax season and start planning ahead? Chainwise CPA delivers tax planning services that protect what you have built and position you for what comes next.
Take the first step towards crypto tax clarity today!
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