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Crypto Bookkeeping and Web3 Accounting for Blockchain Businesses

Your blockchain business moves at the speed of the next block. Your books should keep up.

Chainwise delivers CPA-led crypto bookkeeping services that transform chaotic multi-chain transaction histories into clean, reconciled, GAAP-compliant financial records—giving you the clarity to make better decisions and walk into tax season fully prepared.

CPA-Led Bookkeeping Built
for Blockchain Businesses

Most crypto bookkeeping is handled by generalists using off-the-shelf tools. We pair dedicated CPAs with blockchain-native reconciliation workflows to deliver financials that actually reflect your on-chain reality.

We’re not just CPAs; we’re your neighbors who speak fluent crypto. Our team stays ahead of the latest developments in both local and international crypto regulations, ensuring your taxes are as current as the blockchain itself.

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Let’s start with you — are you looking for business or individual tax support? *
Share a few details about your business so we can align your accounting, tax, and planning strategy from day one.
Which areas do you need help with? *
Tell us a bit about your situation so we can match you with the right advisor and pricing for your tax and wealth goals.
Which areas do you need help with? *

FIAT + CRYPTO UNIFIED BOOKKEEPING

Revenue, payroll, operating expenses, and digital assets integrated into one cohesive system—no more maintaining separate books for fiat and on-chain activity.

TAX-READY MONTHLY CLOSE

Monthly reconciliation and closing processes that keep books current, reduce year-end scramble, and deliver clean handoffs to your tax preparation team.

MULTI-CHAIN TRANSACTION RECONCILIATION

We consolidate activity across every blockchain, exchange, and wallet into a single reconciled ledger—tracking cost basis, transfers, and fees accurately.

DeFi & PROTOCOL ACCOUNTING

Yield farming, liquidity pools, staking, bridging, and wrapping—each classified, recorded, and reconciled with the correct accounting treatment for compliance.

GAAP & FASB FAIR VALUE COMPLIANCE

Crypto assets measured at fair value every period per ASU 2023-08, with gains and losses in net income and audit-ready disclosures built into your financials.

DAO & TREASURY MANAGEMENT

Multi-sig wallet tracking, governance token flows, contributor payments, and grant disbursements—structured for transparency and stakeholder reporting.

Multi-Chain, Multi-Wallet, One Clean Ledger

Your business doesn’t operate in crypto alone. We maintain unified books that integrate fiat revenue, payroll, operating expenses, and digital asset activity into a single, cohesive financial picture.

What you get

Accurate, organized books are the foundation of a healthy business. With Chainwise, every transaction is recorded correctly and reconciled against your accounts, giving you clean, reliable data you can trust.

That means fewer surprises at tax time and more confidence when making strategic decisions. We handle the details so you can stay focused on running and growing your business.

  • All bank, credit card & cash accounts reconciled for accuracy
  • Year-end entries prepared to meet accounting & tax standards
  • Profit & Loss, Balance Sheet & supporting reports
  • Seamless Integration with QuickBooks, Xero, and others
  • Error Identification & Resolution
  • quarterly or semi-annual reviews to keep books aligned
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Two business colleagues having a meeting and signing some contracts.

Our Plans

Clean records. Clear strategy. Confident filings.

Year-round clarity across wallets, exchanges, and DeFi—so you can make smart moves, sleep better at night, and never worry if the IRS sees something you don’t. (We speak DeFi, NFTs, staking, and the new 1099-DA rules.)

Pro

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

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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
Let's Talk First

Advanced

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

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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
Let's Talk First

ESSENTIAL

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

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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
Let's Talk First

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.

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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.

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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.

FAQS

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.

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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 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 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

  • 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.
  • Scope-based pricing — starts with a base price and is tailored based on your actual scope.
  • Peace of mind — You’re working with a team that values transparency and accountability.

About Us

What Sets Our Crypto Bookkeeping Services Apart

Plenty of bookkeeping firms say they “handle crypto.” We were built for it. Here’s what makes the difference when your financial records need to be more than just organized—they need to be strategic.

Crypto-Native Expertise

Our team lives and breathes cryptocurrency tax. We stay ahead of the curve so you don’t have to.

Beyond Just Crypto

Whether you’re an individual investor or a crypto entrepreneur, we craft strategies that fit your needs.

Proactive Approach

Crypto moves fast.  Year-round planning means you’re positioned ahead of market shifts or the IRS.

What Our Clients Say

Testimonials

Don’t just take our word for it – hear from the crypto enthusiasts and businesses we’ve helped navigate the complex world of cryptocurrency taxation. Our clients’ success stories speak volumes about our expertise, dedication, and the real-world impact of our services.

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Matt O.
14:54 22 Apr 26
They are great to work with...been with them since 2020...very professional friemdly and very easy to work with...
ChIJ1 4T8rdJtokRkEyp kH9PvY d3a6ccb3aa2e38d5d12929eae7a8a5eb 1
Robert L.
19:42 31 Mar 26
I was at the end of my rope trying to decipher the never ending new rules and regulations of the IRS, as it pertains to crypto. I thought I was doing a good job keeping everything in order with my exchanges, transfers and swaps, until I received my 1099 - DA's, which were highly inaccurate. I knew my problems would only get worse if I didn't take a more professional approach in addressing them, so I needed to hire a crypto and tax expert.

As I researched this topic, one crypto advisory group clearly stood out amongst their competition, and that was Polygon Advisory Group. Before I could sign up with them, I had to have brief meeting with them to see if my needs and their talents would align. After our 15 minute intro meeting, I was more than convinced they had the skillset, and desire, to unravel my crypto challenges.

I have to commend Daniel B. and his extraordinary talent to analyze my crypto reports and then provide reconciliation for all of my accounts. He was also intuitive to recognize many gaps in my information and then investigate deeper to connect all of the data points. There is no possible way I could have performed such a feat by myself. When all was finished, Daniel went back in my previous tax returns and even recommended that I file amendments for the last 5 years, and that ended up saving me a lot of money (excess $10K) due to me incorrectly reporting my crypto income.

Closing: So many companies are only willing to document the numbers that you provide them and then quickly close your file. Polygon Advisory Group digs in deep and investigates the incomplete files/data and helps you bring resolve to your crypto headaches. I'll use them again next year, as they have my complete trust!
ChIJ1 4T8rdJtokRkEyp kH9PvY 1eafcc5f8e6be1f969be86e7a0fea9f1 1
Anthony S.
16:55 17 Oct 25
I was very happy with the service I received from Chainwise CPA and Polygon Advisory Group. Finding someone to prepare my crypto tax return was challenging. But Chainwise CPA group had the experience and knowledge base in crypto taxes to get the job done very efficiently. I am thankful for their service and helping me through this process.
ChIJ1 4T8rdJtokRkEyp kH9PvY f44b06c00bcdb1cce7b15443fc2ac864 1
Jon Luk P.
06:25 17 Jun 25
Excellent crypto tax service. Highly recommend!
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Brent P.
20:09 14 Jun 25
I have been using Sharon and her team for several years and they have always been attentive, quick to respond, and courteous. They have navigated a lot of complex issues in the world of Crypto-assets. They navigate effortlessly through CoinTrackin.info
ChIJ1 4T8rdJtokRkEyp kH9PvY 6ebe9fc099d4f7ec31a76330823958e8
Paul M.
16:42 11 Jun 25
A very complete service if youre serious about doing crypto right. Very prompt service and great about establishing clear guidelines and deliverables.
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Anupam B.
20:07 24 Mar 25
I recommend Chainwise CPA because they were professional, cost efficient, competent and courteous in the tax services they provided me. They did my Federal and state tax returns for cryptocurrency transactions in addition to the tax work on my incomes from pensions and annuities, interest and dividend earnings. They were thorough in their work, and patient with me. I would recommend them because they are world-class and reliable in what they do.
ChIJ1 4T8rdJtokRkEyp kH9PvY 13258144755342075028318d5a9d5a5b 1
Alberto M.
15:35 17 Mar 25
Sharon Yip and the whole team were amazing, they were able to help me get all my crypto aligned and tracked all my transactions to identify my gains and losses for me to properly complete my 2024 taxes.
The whole time the team provided timely responses and were able to guide me during the whole process and explained what was being done.
Had a couple of zoom calls before even starting working with them to clarify if they were the correct people to help me with my crypto situation.
Very knowledgeable, helpful, courteous, highly recommended
ChIJ1 4T8rdJtokRkEyp kH9PvY 1ad1cc7a38afcfe1c35631fabdc305de 5
Demetre
20:07 16 Mar 25
Chainwise is patient and professional year-in and year-out. I deeply appreciate working with them-
ChIJ1 4T8rdJtokRkEyp kH9PvY 6dc61ba2b0016d958cf32008333079d5 1
Laura R.
18:44 05 Mar 25
I experience Chainwise CPA as responsive to me as an individual client, meeting my needs and inquiries on a timely basis. I experience their staff as knowledgable, curious in a beneficial way, providing service from integrity and awareness. I use Chainwise CPA for both crypto reconciliation and tax preparation. I find their service solid, progressive. I experience their corporate core values align with my personal core values. This creates relationship, collaboration and results I can trust. I highly recommend their services.
ChIJ1 4T8rdJtokRkEyp kH9PvY 67b46bc884ce8405c4acbc2b00462021 1
Jameel N.
14:38 09 Jan 25
Chainwise CPA has helped me out quite a few times. Trying to navigate the world of taxes and crypto is not easy at all. The team has answered my all questions even going above and beyond at times to make sure I was set up for success. They are always friendly and can help you if you are a crypto investor that needs to stay up to date with the latest and greatest. Thank you for all that you have done and the help I know I can lean on you for in the future!
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A. B.
17:51 08 May 24
I was new to crypto trading and lacked knowledge about how crypto transactions are taxed and how to report crypto profits and/or capital gains to the IRS. As a new customer, I contacted Polygon Advisory Group services to prepare my tax documents for both all my crypto transactions and for my regular income and other financial investment earnings. Their services were comprehensive and thorough and in compliance with every detailed aspect of my IRS and Virginia tax filing requirements.

Case Studies

Success Stories from Clients Who Plan Ahead

From startup founders to seasoned professionals, our clients turn complexity into clarity. Explore how proactive tax strategy helps high-achievers preserve wealth, stay compliant, and plan with confidence.

Individual Client

From Confusion to Confidence: A Physician’s Crypto Tax Journey

A physician saved hundreds of hours and gained total peace of mind as Chainwise simplified crypto tax reporting with precision, responsiveness, and clarity.

View Study

Individual Client

Peace of Mind, Not Panic: One Developer’s Crypto Tax Solution

A developer reconciled 10,000 crypto transactions and saved 200 hours while gaining confidence, clarity, and relief through expert, hands-on CPA support.

View Study

All case studies are based on real client submissions collected through our Case Study Questionnaire. Each story is shared with permission and reflects genuine results from actual Chainwise CPA engagements.

Get Started Today

Ready for Crypto Books You Can Actually Trust?

Your blockchain business deserves financial records that are as sophisticated as the technology you’re building on. Chainwise CPA delivers crypto bookkeeping services that go beyond transaction logging—we build the financial infrastructure that powers smarter tax strategy, confident fundraising, and clear-eyed business decisions.

    • Comprehensive reconciliation across all wallets, exchanges, and DeFi protocols
    • GAAP-compliant financials with FASB fair value reporting built in
    • A clear path from organized books to proactive tax strategy and advisory

Take the first step towards crypto tax clarity today!

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Book Call

Crypto Account Reconciliation

Crypto & Fiat Accounting

Business Tax Return Preparation

Tax Compliance & Resolution

Tax Consulting & Advisory

Crypto Account Reconciliation

Tax Return Preparation

Tax Compliance & Resolution

Tax & Retirement Planning

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Frequently Asked Questions

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