Tax Compliance & Resolution

When tax issues arise, they can feel overwhelmingโ€”whether itโ€™s an unexpected IRS notice, a state tax audit, or uncertainty about multi-state compliance. We specialize in helping entrepreneurs and businesses resolve tax challenges with confidence.

Your Advocate in IRS & State Tax Matters

Donโ€™t let unresolved tax issues drain your focus or stall your growth. Whether youโ€™re facing an IRS notice, worried about crypto compliance, or simply want the assurance that your business is fully protected, Chainwise CPA is here to help.

We know the stakes are high. Penalties, audits, and unresolved liabilities can stall growth, disrupt operations, and damage investor confidence.

Thatโ€™s why we take a strategic, hands-on approachโ€”working directly with you to navigate IRS correspondence, negotiate resolutions, and ensure your filings are accurate, timely, and defensible.

What you get

A man in a blue-and-white striped apron smiles while reviewing inventory on a tablet in a cozy retail or cafรฉ setting. Surrounded by shelves stocked with jars and bags, he blends hands-on business operations with digital toolsโ€”illustrating the modern rhythm of small business ownership, where tech-savvy management meets personal connection and brand authenticity.

How It Works

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 Our Services

Explore ourย Individualย orย Businessย service plans on our website.ย Each plan includes aย starting price, so you know what to expect upfront.

Optional: Quick Pre-Engagement Call

Schedule aย 15-minute callย ifย youโ€™dย like help choosing the right plan.ย Weโ€™llย answerย general questionsย and explainย the nextย steps.ย 
(No detailed tax or strategy advice on this call.)

Select a Plan & Engage

Choose your service plan andย weโ€™llย send you:ย 

- Proposal & engagement letter

- Invoice for the starting price

Payment reserves your spot and officially begins the engagement.

Complete Onboarding

After signing and payment,ย youโ€™llย receive:ย 

- Secure client portal accessย 

- Onboarding checklistย 

- Requests for documents and informationย 

Thisย ensuresย we can start efficiently.ย 

Review & Confirm Final Scope

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 

Deliver Services & Close

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.

Why Clients Love This Approach

Our Plans

Trusted Advisors for High-Stakes Tax Matters

Compliance is more than checking a box. Itโ€™s about building trust with regulators, investors, and stakeholdersโ€”while ensuring you keep more of what you earn.

Full-Service Filing

Businesses that want fully aligned crypto, accounting, and tax handled end-to-end by one provider.

Complete Reconciliation

Businesses working with another CPA but needing clean, reconciled crypto and accounting records for filing.

Feature

Full-Service Filing

Complete Reconciliation

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 

  • Complex crypto activity (DeFi, NFTs, staking, etc.)ย ย 
  • Multi-entity structures or consolidationsย ย 
  • Significant cleanup or historical correctionsย ย 
  • Additionalย tax forms or multi-state/international filingsย ย 
  • Incomplete or disorganized recordsย 

This is a targeted, compliance-focusedย after year endย cleanup,ย not a full bookkeeping engagement.ย 

Included (forย 2025):ย 

  • Full crypto reconciliationย ย 
  • Light bookkeeping support for crypto-related adjustmentsย ย 
  • High-level review of accounting recordsย ย 
  • Targeted year-end adjustmentsย ย 

Not included:ย 

  • Full bookkeepingย ย 
  • Multi-year cleanupย ย 
  • Prior-year correctionsย ย 
  • Ongoing accounting servicesย ย 
  • Controller-level oversight

ย 

Any work outside this scope must be approvedย under a separate engagement.ย 

Right Fit Client

Not every client is a fit for every firmโ€”and thatโ€™s a good thing. See how we ensure each engagement is built on the right alignment of goals, values, and expectations.

Have more questions?

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 workโ€”and how we can support your goals with proactive, intelligent tax strategy.

Service Item Glossary

Below is a quick-reference glossary explaining what each service item includes, so clients clearly understand the value provided in each plan.

Get Your Guide

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