Our crypto service plans include assistance with basic crypto transactions such as regular trades, transfers, gifting, donation, airdrops, hard fork, income and spend, as well as advanced transactions such as margin trades, arbitrage, options/futures, mining, gaming, gambling, staking/interest, masternodes, crypto loans, DeFi, NFT’s, etc.
Advanced transactions, especially DeFi and NFTs, usually take a lot more time than regular transactions due to complexity and manual processing required. Large number of transactions (e.g. 10K+), manual import for exchanges/wallets, and fixing import for exchange/wallet accounts with an API or importer not working well will also take more time to handle.
There is no limit to how many wallets, exchanges, or transactions we can reconcile for you.
Currently we use CoinTracking.info as our platform for providing account reconciliation and crypto tax report preparation services. We also use a few other similar software or web tools to supplement when necessary. But we require all our clients to have a paid CoinTracking account before we can do the work for them. You can use this link to sign up for a new account (or renew your existing CoinTracking account) and get a 10% discount. We will receive a small referral bonus if you sign up with our link, but there is no cost to you.
Our deliverables include tax reports generated in the client’s CoinTracking account, such as Form 8949, income report, gift/donation report, lost/stolen report, fees report, and closing position report.
Please note that we do not handle reconciliation for people who commingle their personal and business crypto accounts/transactions. If you are investing in crypto personally and also having business crypto activities, you must use separate accounts and keep track of things separately. We can handle your personal and business crypto account reconciliation under separate engagements.