Now’s your chance to lock in expert crypto tax support—and save while you’re at it.
From annual packages to monthly options for ongoing guidance, Chainwise CPA has a plan built for where you are and where you’re going.
Whether you’re minimizing your tax bill or making sure your crypto activity is fully compliant, this is the best time to plan ahead and save.
Our monthly plans are specially designed for returning clients and are built to simplify your crypto tax process with ongoing guidance, predictable payments, and peace of mind amid changing IRS regulations.
Pioneer Plan – $361/month (Save $228/year)
Includes up to 12 service hours/year
Ideal for modest crypto portfolios, covering up to 300 basic transactions per quarter.
Growth Plan – $998/month (Save $630/year)
Includes up to 36 service hours/year
Best for active traders with medium-complexity transactions and organized transaction records.
Elite Plan – $1,568/month (Save $990/year)
Includes up to 60 service hours/year
Perfect for high-volume traders with multiple accounts or complex transactions needing in-depth support.
If the hours required for your project exceed those covered under your selected monthly plan, additional time will be billed at a rate of $400 per hour.
✅ All monthly plans include account reconciliation, tax advisory, and priority access — plus compliance with new IRS rules such as wallet-by-wallet cost basis reporting.
We’re also offering a 5% discount on our annual plans — simply enroll by May 31st to lock in your savings:
Bronze Plan – $3,083/year (Save $162)
Includes up to 8 service hours/year
Designed for simple transaction types (trading, transfers, centralized staking rewards).
Silver Plan – $5,486/year (Save $289)
Includes up to 15 service hours/year
Ideal for clients with complete transaction history and supported blockchains via CoinTracking (excluding beta importers).
Gold Plan – $8,621/year (Save $454)
Includes up to 25 service hours/year
Recommended for clients with multiple accounts or complex issues requiring extensive professional help.
If the hours required for your project exceed those covered under your selected annual plan, additional time will be billed at a rate of $425 per hour.
In the ever-evolving world of cryptocurrency, facing a tax audit can feel like navigating a minefield. But why tackle these challenges alone when you can have a battle-tested expert by your side?
Our team lives and breathes cryptocurrency taxation and audits. We stay ahead of IRS trends, so you don't have to.
Whether you're an individual investor or a business under crypto tax scrutiny, we craft defense strategies that fit your unique situation.
We don't just react to audit notices – we help you prepare year-round to optimize your crypto compliance and minimize audit risks.
Don’t just take our word for it – hear from the crypto enthusiasts and businesses we’ve guided through the complex world of cryptocurrency tax audits. Our clients’ success stories speak volumes about our expertise, dedication, and the real-world impact of our audit defense services.
Alberto José Macrí Álvarez2025-03-17Trustindex verifies that the original source of the review is Google. 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 Demetre2025-03-16Trustindex verifies that the original source of the review is Google. Chainwise is patient and professional year-in and year-out. I deeply appreciate working with them- Laura Rath2025-03-05Trustindex verifies that the original source of the review is Google. 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. Jameel Nadir2025-01-09Trustindex verifies that the original source of the review is Google. 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! A. Basu2024-05-08Trustindex verifies that the original source of the review is Google. 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. Besa Z2024-04-18Trustindex verifies that the original source of the review is Google. Excellent Tax Service providers! I worked with Taylor B and Joshua B and they both did a fantastic job reconciling my trades by doing a thorough review and analysis of my final tax obligations. I learned so much from their guidance as well and taxes no longer feel like a burden with this team on my side. Thank you! Michele Keen2023-10-09Trustindex verifies that the original source of the review is Google. I couldn't say enough good things about PAG, they are absolutely amazing! Always prompt, attention to detail, and they take care of me in ways that other accountants wouldn't. They truly are the best! Jason B2023-06-22Trustindex verifies that the original source of the review is Google. My experience with PAG was amazing! They are definitely one of the most qualified crypto accounting firms in the country. I have a very complicated defi portolio and spent thousands of dollars trying to get help from different CPA firms. Unfortunately, most CPA firms do not have the in-depth knowledge in the crypto space to deal with more complicated crypto portfolios. After a lot of research, I discovered PAG and decided to contact Sharon. From the initial consultation with Sharon, the process was extremely clear and progressed very quickly. We wrapped up my entire crypto reconciliation project in about a month. Even though I had many transactions and wallets, the process was incredibly painless and required very little effort on my part. The entire PAG team was always professional and courteous. Definitely a 5-star experience! Lionel Girukwigomba2023-05-18Trustindex verifies that the original source of the review is Google. I've been a customer of PAG before they were PAG. They handle my small business taxes and have always been incredible. I come back year after year because of the service. I've recommended several friends and they are all still customers of PAG. I love them. Kyle Gordon2023-04-13Trustindex verifies that the original source of the review is Google. Had a good experience with Polygon Advisory, they were super prompt with their communication, quick to answer questions, and Josh was a rockstar and was super quick to update reconciliations and make sure everything was proceeding fluidly.