About Us

Our Story

Co-founded in 2020 by Sharon Yip, CPA, and Phil Gaudiano, CPA, Chainwise CPA, a trade name of Polygon Advisory Group, was born from the shared passion of two seasoned tax practitioners with extensive backgrounds in serving crypto clients. Both licensed CPAs in Virginia, Sharon and Phil first collaborated in 2016 within the corporate tax department of a Fortune 500 company. After leaving the corporation, they each established their own successful tax practices and began an informal partnership in 2018. This collaboration eventually led to the formation of Chainwise CPA, driven by their shared vision and synergy.

Recognizing the revolutionary impact of blockchain and cryptocurrencies, Chainwise CPA specializes in providing tailored accounting and tax services for individuals and businesses in the crypto ecosystem. Our commitment to excellence, integrity, and innovation quickly earned the trust of a diverse clientele. In alignment with this commitment, we rebranded from Polygon Advisory Group to Chainwise CPA to enhance brand recognition and reflect our expertise in crypto taxation. As we launch our new branding, we are excited to announce a new initiative that positions us as a leading crypto tax service provider for CPA firms across the United States. This service allows firms lacking internal capabilities to effectively manage crypto tax cases by partnering with us, ensuring their clients receive the highest standard of crypto tax services.

Our Vision and Mission

At Chainwise CPA, we envision empowering individuals and businesses to navigate the complexities of cryptocurrency taxation with unwavering confidence and clarity. We foresee a future where every participant in the crypto ecosystem optimizes their financial strategies, achieves compliance, and unleashes their full potential in the digital economy. Our aim is to ascend as the go-to choice for tax practitioners seeking expert crypto tax solutions, positioning Chainwise CPA as the trusted authority in crypto taxation and fostering mutual success in serving clients effectively.

Our mission is to deliver expert cryptocurrency tax accounting services tailored to the unique needs of our clients. Through our profound expertise, innovative solutions, and client-centric approach, we endeavor to deliver unparalleled value, accuracy, and peace of mind. Committed to navigating the ever-evolving crypto taxation landscape, we strive to minimize tax liabilities and facilitate the achievement of financial goals with integrity and excellence. Additionally, we extend unparalleled expertise and support to tax practitioners, streamlining the referral process and empowering practitioners to adeptly serve their clients’ needs in the rapidly evolving crypto landscape.

Meet Our Team

Sherry Yip, PMP, PMI-ACP, CSSGB
Sherry Yip, PMP, PMI-ACP, CSSGB Senior Project Manager
Alex Townsend, CPA, MAcc
Alex Townsend, CPA, MAcc Crypto Tax Manager
Jyoti Vason, CPA
Jyoti Vason, CPA
Tax Manager
Blake Thornhill
Blake Thornhill Business Development Manager
Krista Etchells
Krista Etchells
Office Manager

Get In Touch

Connect with our team for expert guidance on your crypto tax needs.

Disclaimer: Information provided at this website is not, nor is it intended to be financial, tax or legal advice. Please consult your advisor regarding your particular situation and consult a lawyer for any legal advice. Comments and opinions provided at this website or during a free consultation session are for information only and cannot be relied on as official tax advice.

Copyright © 2024 Polygon Advisory Group LLC dba Chainwise CPA