If your business handles cryptocurrency—whether payments, payroll, or treasury management—you already know how quickly transactions add up. One missing cost basis, one misclassified transfer, or one exchange record out of sync can lead to serious compliance headaches.
Our team doesn’t just “plug in numbers.” We go wallet by wallet, platform by platform, reconciling your digital asset activity against blockchain data, exchange records, and financial statements.
The result? Crystal-clear reporting that keeps your tax filings, financials, and investor communications error-free.
Cryptocurrency accounting isn’t optional anymore. With the new IRS 1099-DA reporting requirements, the rules are tightening, and regulators expect precision.
At Chainwise CPA, we specialize in crypto account reconciliation for businesses, bringing clarity to every transaction so your books are accurate, audit-ready, and IRS compliant.
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 Plans
Without proper reconciliation, your business risks overpaying taxes, triggering penalties, or facing delays during audits or investor due diligence. With Chainwise, you get complete confidence that your digital asset activity is reconciled and documented to the highest standard.
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.
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