📣2026 Tax Planning Is Now Open — Save Up to 18% with Early Enrollment📣
Trusted concierge-level tax advisory for crypto investors, startup founders, multi-state executives, and global achievers. We combine technical expertise with unwavering integrity to protect and grow your wealth—every step of the way.
At Chainwise CPA, we combine deep crypto expertise with traditional tax intelligence to give you clarity, compliance, and confidence year-round. Our service plans are designed to meet you where you are—whether you’re managing navigating complex transactions, growing business, or planning for long-term wealth.
High-touch, proactive support for complex activity or significant tax exposure.
Advisory Access
2x Monthly
Monthly
Monthly Email Only
Response PriorityÂ
High Priority
Standard
Standard
Planning Check-ins
Quarterly
Semi-Annual
Annual
Proactive Tax Planning
Quarterly
Semi-annual
Annual
Tax-Loss Harvesting Guidance
Real-Time Tax Decision Support
Limited
Crypto Snapshots
Monthly
Quarterly
Annual
Reconciliation Maintenance
Monthly
Quarterly
Annual
Annual Portfolio Risk Review
Tax Return Preparation
Estimated Tax Calculation
Quarterly
Quarterly
Annual
1099-DA Compliance
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.Â
Additional fees may apply based on complexity, including:Â
Complex crypto activity (DeFi, NFTs, staking, etc.)
Multi-entity structures or consolidations
Significant cleanup or historical corrections
Additional tax forms or multi-state/international filings
Incomplete or disorganized recordsÂ
Plans run from May–April and are billed monthly. Early enrollment allows more time for proactive planning. Late enrollment may require a catch-up fee.Â
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.
Email & Zoom Support
2x Monthly
Monthly
Monthly Email Only
Response PriorityÂ
High Priority
Standard
Standard
Planning Check-ins
Quarterly
Semi-Annual
Annual
Proactive Crypto Tax Planning
Quarterly
Semi-annual
Annual
Tax-Loss Harvesting Guidance
Real-Time Transaction Guidance
Limited
Crypto Snapshots
Monthly
Quarterly
Annual
Reconciliation Maintenance
Monthly
Quarterly
Annual
Wallet & Exchange Monitoring
Ongoing
Quarterly
Annual
Annual Portfolio Risk Review
Crypto Tax Report Preparation
Quarterly
Quarterly
Annual
1099-DA Review & Matching
Pricing is based on standard assumptions and confirmed after reviewing your records. If additional complexity arises, any scope or fee adjustments will be clearly communicated and approved before proceeding.
Additional fees may apply based on complexity, including:Â
Business ownership interests
Multi-state filings beyond standard scope
Trust, estate, or specialized reporting
Significant prior-year corrections
Incomplete or disorganized records
Plans run from May–April and are billed monthly. Early enrollment allows more time for proactive planning. Late enrollment may require a catch-up fee.Â
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.
Active crypto businesses requiring strategic tax, accounting, and treasury oversight.
Businesses seeking ongoing reconciliation, bookkeeping, and proactive tax guidance.
Smaller crypto businesses focused primarily on annual compliance and reporting.
Email & Zoom Support
2x Monthly
Monthly
Monthly Email Only
Response PriorityÂ
High Priority
Priority
Standard
Planning Check-ins
Quarterly
Semi-Annual
Annual
Year-around Advisory
Strategy Review
Quarterly
Semi-annual
Annual
Owner Compensation Planning
Business Structure Planning
Limited
Real-Time Financial & Tax Decision Support
Limited
Token/Treasury Planning Support
Limited
Crypto Reconciliation & Journal Entry Booking
Monthly
Quarterly
Annual
Bookkeeping Maintenance
Comprehensive
StandardÂ
Annual
Financial Review & Adjustments
Monthly
Quarterly
Annual
Financial Reporting Support
Limited
Business Tax Return Preparation
Crypto Tax Report Preparation
Monthly
Quarterly
Annual
1099-DA Matching
Estimated Tax Review
Quarterly
Quarterly
Annual
Owner K-1 Coordination
Limited
Multi-State Filing SupportÂ
Note:
Pricing is based on standard assumptions and confirmed after reviewing your records. If additional complexity arises, any scope or fee adjustments will be clearly communicated and approved before proceeding.
Additional fees may apply based on complexity, including:Â
Multiple entities
High transaction volume
Historical cleanup
Specialized reporting
Incomplete or disorganized records
Â
Plans run from May–April and are billed monthly. Early enrollment allows more time for proactive planning. Late enrollment may require a catch-up fee.
$2,500 onboarding fee applies to new clients only
Crypto and accounting software fees are not included
Discounts may apply for multi-entity engagements
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.
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