If your business handles cryptocurrencyโwhether payments, payroll, or treasury managementโyou 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 doesnโt just โplug in numbers.โ 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 isnโt 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 โ 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 ourย Individualย orย Businessย service plans on our website.ย Each plan includes aย starting price, so you know what to expect upfront.
Schedule aย 15-minute callย ifย youโdย like help choosing the right plan.ย Weโllย answerย general questionsย and explainย the nextย steps.ย
(No detailed tax or strategy advice on this call.)
Choose your service plan andย weโllย send you:ย
- Proposal & engagement letter
- Invoice for the starting price
Payment reserves your spot and officially begins the engagement.
After signing and payment,ย youโllย receive:ย
- Secure client portal accessย
- Onboarding checklistย
- Requests for documents and informationย
Thisย ensuresย we can start efficiently.ย
We review your information to confirm whether it fits the base scope.ย
- If yes โ we proceedย
- If additional work is needed โ we provide a clear, updated fee estimateย for approval before moving forwardย
Noย additionalย fees unless extra scope isย identifiedย and approved.ย
Once scope is approved, we complete your tax, crypto, accounting, or advisory work and keep you updated until completion.ย
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.
Additionalย fees may apply for:ย
This is a targeted, compliance-focusedย after year endย cleanup,ย not a full bookkeeping engagement.ย
Included (forย 2025):ย
Not included:ย
ย
Any work outside this scope must be approvedย under a separate engagement.ย
Not every client is a fit for every firmโand thatโs 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 workโand 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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