📣2026 Crypto Tax Early Enrollment Is Now Open-Save Up to 18% Through June 30📣

About Chainwise CPA

We emphasize client-centric excellence, innovation, and building trust with our diverse clients. We focus on partnerships to elevate crypto tax services industry-wide, ensuring high standards and helping you achieve your financial goals.

Our Story

Chainwise CPA was founded in 2020 by Sharon Yip, CPA, and Phil Gaudiano, CPA, as a trade name of Polygon Advisory Group. Sharon and Phil first collaborated in 2016 while working in a Fortune 500 company’s tax department. They later built individual practices and formed an informal partnership in 2018, which evolved into Chainwise CPA.

Motivated by blockchain’s potential, they rebranded to emphasize crypto expertise and launched initiatives to partner with CPA firms nationwide in handling crypto tax cases.

Our Vision and Mission

We at Chainwise CPA empower individuals and businesses to navigate the complexities of cryptocurrency taxation with confidence. We envision a future where crypto participants can optimize their financial strategies, ensure compliance, and thrive in the digital economy.

Our mission is to deliver expert, tailored crypto tax services that provide exceptional value, accuracy, and peace of mind, while minimizing tax liabilities and upholding the highest standards of integrity and excellence.

We also support other tax practitioners through streamlined referrals and partnerships, positioning ourselves as the trusted authority in crypto taxation.

Your Trusted Tax Strategy Experts

$4.6m

Million saved on taxes

2K+

Satisfied clients

130+

Years of combined Tax experience

Meet Our Team

Ali Naqvi, Crypto Reconciliation Specialist at Chainwise CPA—standing confidently in a city setting wearing a dark blue suit and glasses, representing blockchain accuracy, digital asset reconciliation, and future-focused financial operations in a crypto-specialized advisory firm.

Ali Naqvi

Crypto Reconciliation Specialist

Chelsea Haydock, Client Excellence Coordinator at Chainwise CPA—smiling in a professional portrait against a light background, representing client-centered service, crypto-savvy support, and future-focused coordination within a digital asset advisory firm.

Chelsea Haydock

Client Success Manager

Rose Nunez, Billing Specialist at Chainwise CPA—smiling in a professional portrait against a light gray background, representing precision in invoicing, crypto-integrated billing systems, and future-focused financial operations within a digital asset advisory firm.

Rose Nunez

Client Success Manager

Rishabh Bhutani, Tax Preparer at Chainwise CPA—smiling in a professional portrait against a white background, representing crypto-inclusive tax preparation, accuracy in digital asset reporting, and future-focused support for clients navigating complex crypto filings.

Rishabh Bhutani

Tax Preparer

Take the First Step Toward Tax Clarity

Whether you’re scaling a company, managing digital assets, or stewarding family wealth, we help you keep more of what you’ve built.

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