📣Crypto Reconciliation & Tax Return Preparation - Compliance-Focused Service Plans Available📣

Tax Compliance & Resolution

When tax issues arise, they can feel overwhelming—whether it’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

Don’t let unresolved tax issues drain your focus or stall your growth. Whether you’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.

That’s why we take a strategic, hands-on approach—working directly with you to navigate IRS correspondence, negotiate resolutions, and ensure your filings are accurate, timely, and defensible.

What you get

We communicate directly with tax authorities on your behalf
Regular consultations (annual, semi-annual, or quarterly)
From simple letters to full-scale audits, we prepare the documentation
Guidance on nexus, residency & filings for businesses
Specialized support for digital asset reporting issues
Strategies to reduce or eliminate penalties and interest

How It Works

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 Services

Explore our Individual or Business service plans on our website. Each plan includes a starting price, so you know what to expect upfront.

Optional: Quick Pre-Engagement Call

Schedule a 15-minute assessment 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.)

Select a Plan & Engage

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.

Complete Onboarding

After signing and payment, you’ll receive:

- Secure client portal access

- Onboarding checklist

- Requests for documents and information

This ensures we can start efficiently.

Review & Confirm Final Scope

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.

Deliver Services & Close

Once scope is approved, we complete your tax, crypto, accounting, or advisory work and keep you updated until completion.

If you decide not to proceed after review, you’ll only pay for work already completed.

Optional: Fee Assessment Only

Prefer a detailed quote before engaging?

– Individuals: $1,250

– Businesses: $2,500

Includes a full review and formal proposal.
(Non-refundable; not credited toward future services.)

Why Clients Love This Approach

Clarity from the start — You always know where you are in the process.
No hidden fees — Every quote is discussed and approved before work continues.
Flexible options — Choose between a starting-price engagement or an upfront fee assessment.
Peace of mind — You’re working with a team that values transparency and accountability.

Our Plans

Trusted Advisors for High-Stakes Tax Matters

Compliance is more than checking a box. It’s about building trust with regulators, investors, and stakeholders—while ensuring you keep more of what you earn.

Pro

For established businesses that need full oversight, advanced tax strategies, and audit/investor readiness.

What's Included

Includes everything in Advanced, Plus:
Dedicated Account Manager
Quarterly Tax & Business Check-Ins
Quarterly Performance Reports
Quarterly Crypto Transaction Insights
Unlimited Tax & Business Advisory Access
Full Controller-Level Financial Oversight
Forward-Looking Cash Flow Planning
Audit/Investor Readiness Support
Annual Business Tax Minimization Guidance

Advanced

For growth-stage companies ready to integrate crypto and fiat reporting with proactive tax & business planning.

What's Included

Includes everything in Essential, plus:
Quarterly Crypto Transaction Insights
Quarterly Core Financials (QBO)
Quarterly Business Health Reports
Semi-Annual Tax & Business Check-Ins
IRS/State Representation & Audit Defense
Controller-Level Financial Oversight
Crypto Payroll Compliance Guidance
Up to Four Video Meetings
Email Support

ESSENTIAL

For startups and early-stage businesses that need reliable compliance and clean year-end records.

What's Included

Annual Crypto Reconciliation
Annual Core Financials (QBO)
Annual Performance Reports
Business Tax Return (Federal + 1 state)
Tax & Business Strategy Check-ins
Year-round Tax & Business Advisory Access
Form 1099-DA compliance support
digital records folder
Tax & accounting compliance checklist

Compare all plans

We provide integrated services for businesses that use cryptocurrency — combining traditional bookkeeping, crypto account reconciliation, financial reporting, and business tax preparation. Our bundled service plans ensure your business maintains accurate records, complies with IRS and GAAP requirements, and is prepared for tax filings, audits, and investors.

Feature

Pro

Advanced

Essential

Crypto Transaction Accuracy & Insights

Monthly

Quarterly

Annual

Core Financials (QBO)

Monthly

Quarterly

Annual

Performance Reports

Monthly

Quarterly

Annual

Annual Business Tax Return (Federal + 1 state)

Form 1099-DA compliance support

Digital Records Folder

Business Tax & Accounting Compliance Checklist

Tax & Business Strategy Check-ins

Quarterly

Semi-Annual

Annual

Year-round Tax & Business Advisory Access

Unlimited

Monthly Email + 4 Zoom Calls

One email per month

IRS/State Representation & Audit Defense

8 hours incl. audit rep

2 Hours

Crypto Payroll Compliance Guidance

Quarterly Business Health Reports

Controller-Level Financial Oversight

Full

Light

Forward-Looking Cash Flow Planning

Audit/Investor Readiness Support

Annual Business Tax Minimization Guidance

Dedicated Account Manager

Notes & Add-Ons:

All our service plans include Form 1099-DA compliance support, a digital records folder (for tax returns, accounting reports, supporting schedules) to help you with record keeping, and a business tax & accounting compliance checklist for your easy reference.
Onboarding & Diagnostic Fee: $1,250 (one-time, for new clients only).
Customized additional fees may apply for: high-volume or complicated transactions, multi-entity consolidations, additional tax forms, foreign tax reporting, multi-state filings, or specialized requests.
Software subscription fees are not included in our service fee.
Discounts may apply if you sign up for multiple services (e.g., for both business and personal).
Unused hours for tax notice & audit representation can be carried forward and used in a future year as long as you stay as our client.
Clients with crypto activity are not eligible for tax-only services. Accurate and compliant tax return preparation in these cases requires integrated crypto reconciliation and reporting performed by our firm, due to regulatory and risk considerations.
Due to timing, 2025 services are delivered on a scope-based, filing-focused basis. References to monthly or year-round services describe scope, not guaranteed frequency, and apply only to the 2025 tax year. Any unused advisory or planning services will be issued as a credit that may be applied toward a 2026 service renewal, if applicable.

What's Covered?

Each business service plan covers services for a single tax year. Any multi-year crypto reconciliation, accounting catchup/cleanup, tax return preparation for multiple years, or multi-entity consolidation will most likely require additional fees beyond the starting price.

Right Fit Client

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.

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 work—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.