CRYPTO TAX ACCOUNTANT
The Crypto-Specialist CPAs Who Handle the Hard Cases
Most accountants can’t reconcile a multi-chain DeFi position or a 1099-DA mismatch. We do it every day — it’s the only thing we do.
Chainwise CPA is a crypto-native CPA firm helping investors, traders, founders, and businesses across the country file accurately and plan ahead.
View Our Pricing
Get Your Free Crypto Tax Proposal
Whether you hold a little or trade a lot, run a fund or a Web3 startup, our CPAs cover the full crypto tax lifecycle — from reconciliation to advisory to resolution.
Fill out the form below to receive pricing details based on your filing requirements.
Our Crypto Tax Accountant Services
Crypto Tax Services Built Around You
Whether you hold a little or trade a lot, run a fund or a Web3 startup, our CPAs cover the full crypto tax lifecycle — from reconciliation to advisory to resolution.
2025 Full-Service Filing — Crypto + Tax
End-to-end crypto + tax filing handled in one place.
Complete Reconciliation — All Years
Clients needing prior-year cleanup and reconciliation before tax filing.
2025 Crypto Reconciliation & Reporting
Clients needing 2025 crypto reconciliation with accurate prior-year records.
Feature
Full-Service Filing
Complete Reconciliation
Crypto Reconciliation & Reporting
One-time 2025 Tax Year Engagement
2025 Federal & State Tax Return Preparation
Crypto Diagnostic Review
2025 Transaction Review & Corrections
Multi-Year Cleanup (Pre-2025)
Wallet-by-Wallet Transition (Rev. Proc. 2024-28)
1099-DA Matching/Review
Filing-Ready Crypto Tax Reports for 2025
Subject to accurate prior-year records*
Filing-Ready Crypto Tax Reports for All Years
Coordination Between Crypto & Tax Filing
Correct Crypto Tax Return Filing for 2025
*Report accuracy depends on accurate prior-year crypto records. Additional reconciliation may be required if issues are identified.
- All engagements include a scope assessment to confirm complexity and whether the work fits within the starting-price scope.
- Tax advisory and current- or prior-year amended return preparation are available under a separate engagement.
- Crypto tax software subscription fees are not included in the service pricing.
- 2025 Full-Service Filing – Crypto + Tax
- Best for clients who want us to handle both crypto reconciliation and 2025 tax filing.
- Complete Reconciliation – All Years
- Ideal for clients needing prior-year cleanup and reconciliation before tax filing.
- 2025 Crypto Reconciliation & Reporting
- Designed for clients with accurate prior-year records who need 2025 crypto reconciliation and filing-ready reports.
Starting prices cover a defined base scope. We will review your records to confirm the scope and obtain your approval before any additional work or fees.
Budget covered by starting price:
- 2025 Full-Service Filing – Crypto + Tax – up to 6 hours of crypto work, plus 2025 federal and one home-state individual income tax return preparation:
- Federal: up to two W-2s, five 1099-INT/DIV, five 1099-B, crypto sales, and Schedule A
- Home state: up to two state adjustments
- Complete Reconciliation – All Years – up to 6 hours of crypto reconciliation work
- 2025 Crypto Reconciliation & Reporting – up to 4 hours of crypto reconciliation work
We aim to keep pricing predictable and aligned with the actual work required.
Our pricing is based on standard assumptions regarding transaction volume, data quality, and overall complexity. Once all necessary records are received, we perform a detailed scope review to confirm the actual work required.
Additional fees may apply for:
- High transaction volumes or a large number of wallets/exchanges
- Complex crypto activity (DeFi, NFTs, staking, derivatives, etc.)
- Prior-year or multi-year work beyond included hours
- Wallet-by-wallet transition when not included in the selected plan
- Incomplete or inconsistent records
- For the Full-Service Filing plan: complex tax situations (multi-state, international, additional tax forms such as Schedule C, Schedule E, multiple K-1s, FBAR, etc.)
Any fee adjustments will be communicated transparently and require approval before additional work proceeds.
Why Accurate Crypto Reporting Matters
The 2025 Form 1099-DA reports gross proceeds only, not cost basis. This means the IRS will see numbers that may not reflect your actual taxable gain, unless your records are properly reconciled and reviewed.
Without proper reconciliation:
- Gains/losses may be overstated or understated
- IRS mismatches are more likely
- Audit and notice risk increases
Complex crypto activity often requires wallet-level reconciliation and expert review to produce complete, accurate, and defensible tax reporting.
Frequently Asked Questions
1. Which plan should I choose?
Use the comparison above as a starting point. If you’re unsure which plan fits your situation, schedule a 15-minute pre-engagement call and we’ll explain the differences and next steps.
2. Do I need reconciliation if I already used crypto tax software?
In many cases, yes. Crypto tax software relies on the data provided and does not verify completeness or accuracy. Missing transactions, incorrect cost basis, or misclassified transfers can still result in inaccurate reporting.
3. Is the starting price my final price?
The starting price covers the defined base scope shown above. After receiving your records, we confirm whether the engagement fits within that scope. If more work is needed, we will explain the additional scope and fees and obtain your approval before proceeding.
4. Can I rely on reports prepared by software or other providers?
For accurate and defensible reporting, all crypto activity must be reviewed and reconciled under our methodology.
We do not rely on self-prepared or third-party reports without performing our own validation to ensure completeness and consistency.
Real Client Example
A client came to us after filing using crypto tax software, reporting a $50,000 gain. After reconciliation, we identified missing transactions and pricing errors, reducing the reported gain by over $35,000 and substantially reducing the client’s reported taxable gain, as well as eliminating discrepancies that could have triggered IRS scrutiny.
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.
Full-Service Filing
Businesses that want fully aligned crypto, accounting, and tax handled end-to-end by one provider.
Crypto & Accounting Cleanup
Businesses working with another CPA but needing clean, reconciled crypto and accounting records for filing.
Feature
Full-Service Filing
Crypto & Accounting Cleanup
One-time engagement (TY2025)
2025 Business Tax Return Preparation (Federal + Home State)
Crypto Diagnostic Review
Full Crypto Reconciliation (2025)
Accounting Cleanup
Wallet-by-Wallet Alignment
Form 1099-DA Matching
Filing-Ready Financials & Crypto Reports
Coordination Between Crypto, Accounting & Tax Filing
This is a targeted, compliance-focused after year end cleanup, not a full bookkeeping engagement.
Included (for 2025):
- Full crypto reconciliation
- Light bookkeeping support with focus on crypto-related entries
- High-level review of accounting records
- Targeted year-end adjustments
Not included in the starting price:
- Full bookkeeping
- Multi-year cleanup
- Prior-year corrections
- Ongoing accounting services
- Controller-level oversight
Any work outside this scope must be approved under a separate engagement.
Accounting and crypto software subscription fees are not included in our service fee. “Clients may subscribe to QuickBooks Online through our firm, with plans starting at $55 per month, or obtain a subscription directly from QuickBooks. Clients are also responsible for the cost of any crypto tax or accounting software subscriptions they choose to use.
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.
Additional fees may apply for:
- Complex crypto activity (DeFi, NFTs, staking, etc.)
- Multi-entity structures or consolidations
- Significant cleanup or historical corrections
- Additional tax forms or multi-state/international filings
- Incomplete or disorganized records
Why Accurate Crypto Reporting Matters for Businesses
Form 1099-DA reports gross proceeds only, not cost basis. Accurate reporting requires alignment across crypto, accounting, and tax.
Without proper reconciliation:
- Income may be overstated or understated
- IRS mismatches increase
- Financial reporting risks increase
Frequently Asked Questions
1. Which plan is right for my business?
We’ll guide you based on your actual structure and activity. Most business clients begin with a pre-engagement call, where we review your crypto activity, accounting set-up, and tax requirements to recommend the appropriate plan.
2. What does crypto reconciliation involve?
We review and align your crypto transactions across wallets and exchanges, then reconcile them to your accounting records to ensure accuracy and consistency.
3. What does your starting price for each service plan cover?
The starting price covers a typical engagement, including up to 15 hours of crypto reconciliation, 1099-DA matching, tax reports, crypto tax workpapers, and journal entries, plus up to 4 hours of light bookkeeping support, including crypto journal entries and a high-level financial statement review to identify issues before tax return filing.
The Full-Service Filing plan includes the same crypto reconciliation and bookkeeping support, plus preparation of the 2025 federal and home-state business tax return, including the standard tax workpapers, schedules, and applicable tax election statements.
Budget reallocations may be made based on each client’s specific circumstances. If additional complexity or work outside the standard scope is identified after reviewing your records, we will discuss the scope and obtain your approval before proceeding with any fee adjustments.
Real Client Example
A crypto business had inconsistent wallet records and accounting books, resulting in overstated income and uncertainty before tax filing. After completing our reconciliation and accounting cleanup, the records were fully aligned, taxable income was corrected, and the business was able to file with confidence using accurate, defensible documentation.
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.
Important Note:
Clients with crypto activity are not eligible for Tax–Only services. Compliant tax return preparation requires integrated crypto reconciliation and reporting provided by our firm due to regulatory and risk considerations.
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Ready to Get Started?
The 2026 tax season is approaching. Tell us about your crypto tax situation and we’ll provide pricing immediately.
YOUR CRYPTO TAX SOLUTIONS
Everything a Crypto Tax Accountant Should Do — Under One Roof
Whether you hold a little or trade a lot, run a fund or a Web3 startup, our CPAs cover the full crypto tax lifecycle — from reconciliation to advisory to resolution.
Crypto Account Reconciliation
Tailored crypto tax services with personalized deductions, seamless digital filing, and year-round support to minimize your tax burden and capture every savings opportunity available to you.
Tax Consulting & Advisory
Expert crypto tax planning for investors, executives, and founders — optimizing deductions, entity structures, and realization timing to lower liability and drive better long-term outcomes.
Tax Compliance & Resolution
Specialized crypto tax resolution for IRS and state notices, audits, and disputes. We protect your financial security with precise expertise and a calm, proven, defensible strategy.
Crypto & Fiat Accounting
Specializing in crypto bookkeeping and accounting for blockchain startups — software guidance, transaction reconciliation, and clean reporting across crypto and fiat transactions alike.
What a Crypto Tax Accountant Actually Does
A crypto tax accountant does far more than file a return. We reconcile every transaction across your wallets and exchanges — trades, swaps, staking, mining, airdrops, NFTs, DeFi — and establish accurate cost basis the exchanges often get wrong.
We reconcile your 1099-DA forms against your real records so you don’t overpay on inflated gains. We plan the timing of your sales, harvest losses where they help, and structure entities for founders and businesses.
And if the IRS or a state sends a notice, we represent you. A generalist CPA who sees one crypto return a year cannot do this reliably; a crypto specialist does it every day.”
Your Crypto Tax Solutions
WHY CRYPTO TAX FILING IS MORE COMPLEX THAN YOU THINK
The IRS treats every cryptocurrency transaction as a property disposition. That means each sale, trade, swap, spend, and conversion must be individually reported with accurate acquisition dates, cost basis, and proceeds.
Here are the questions we hear most from crypto investors preparing to file their returns.
Yes. Crypto taxation is primarily federal, and CPAs serve clients nationwide. Chainwise CPA works with clients across the country remotely, using secure document handling, encrypted client portals, and video meetings — so the right specialist matters far more than physical location.
It depends on the complexity — transaction volume, number of wallets and exchanges, DeFi and NFT activity, business versus individual, and how many prior years need cleanup. Chainwise CPA offers transparent pricing and a paid pre-engagement call for complex situations, which credits toward your engagement if you sign within 30 days.
Form 1099-DA is the IRS reporting form crypto exchanges and brokers now issue for digital asset transactions. The totals must be reconciled against your own cost-basis records before they flow into your return — mismatches inflate your gains and trigger IRS notices. A crypto tax accountant reconciles wallet by wallet to prevent that.
Yes. Many clients come to us with several years of unreported or misreported crypto activity. We rebuild the history, reconcile it accurately, file amended returns where needed, and help bring you into compliance — often recovering overpayments along the way, without judgment.
About Us
A CPA Firm Built Around Crypto
Most firms understand either traditional tax or crypto—but rarely both. We bridge that gap with specialized CPAs and crypto experts who ensure your books are accurate, your taxes are minimized, and your business is always audit- and investor-ready.
Crypto-Native Expertise
We live in DeFi, NFTs, staking, and multi-chain wallets daily — the cases that stump generalist CPAs are our routine.
Credentialed & Proven
Led by CPAs with advanced tax degrees and decades of experience, trusted by investors, funds, and Web3 businesses nationwide.
Proactive, Year-Round
We don’t just react at filing time — we plan realizations, harvest losses, and structure entities all year long.
What Our Clients Say
Trusted by Taxpayers Nationwide
Don’t just take our word for it – hear from the clients we’ve helped navigate the complex world of cryptocurrency and traditional taxation.
Our clients’ success stories speak volumes about our expertise, dedication, and the real-world impact of our services.
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.
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.
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
Work With Crypto Tax Accountants Who Actually Get Crypto
Your crypto is more than a series of transactions — it’s a financial strategy. Let Chainwise CPA turn the complexity into a clear, compounding plan for the future.
- A comprehensive review of your crypto portfolio
- Personalized tax strategy recommendations
- Clear answers to your burning crypto and traditional tax questions
Take the first step towards tax clarity today!