๐ฃStill need to file for 2025? Get your crypto & taxes right.๐ฃ
Trusted concierge-level tax advisory for crypto investors, startup founders, multi-state executives, and global achievers. We combine technical expertise with unwavering integrity to protect and grow your wealthโevery step of the way.
At Chainwise CPA, we combine deep crypto expertise with traditional tax intelligence to give you clarity, compliance, and confidence year-round. Our service plans are designed to meet you where you areโwhether youโre managing navigating complex transactions, growing business, or planning for long-term wealth.
End-to-end crypto + tax filing handled in one place.
Clients needing prior-year cleanup and reconciliation before tax filing.
Clients needing 2025 crypto reconciliation with accurate prior-year records.
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 toย accurateย 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.
Starting prices cover a defined base scope. We will review your records to confirm the scope andย obtainย your approval before anyย additionalย work or fees.ย
Budget covered by starting price:ย
We aim to keep pricing predictable and aligned with the actual workย required.ย
Our pricing is based on standard assumptionsย regardingย transaction volume, data quality, and overall complexity.ย Once all necessary records are received, we perform a detailedย scopeย review to confirm the actual workย required.ย
Additionalย fees may apply for:ย
ย
Any fee adjustments will be communicated transparently and require approval beforeย additionalย work proceeds.
The 2025 Form 1099-DA reports gross proceeds only, not cost basis.ย This means the IRS will see numbers that may not reflect your actual taxable gain,ย unless your records are properly reconciled and reviewed.ย
Without proper reconciliation:ย
ย
Complex crypto activity often requires wallet-level reconciliation and expert review to produce complete,ย accurate, and defensible tax reporting.ย
1. Which plan should I choose?
Use the comparison above as a starting point. Ifย you’reย unsure which plan fits your situation, schedule a 15-minute pre-engagement call andย we’llย explain the differences and next steps.ย
2. Do I need reconciliationย if I alreadyย usedย crypto tax software?
In many cases, yes.ย 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.ย Ifย moreย work is needed, we will explain theย additionalย scope and fees and obtain your approval beforeย proceeding.
4. Can I rely on reports prepared by software or other providers?
Forย accurateย and defensible reporting, all crypto activity must be reviewed and reconciled under ourย methodology.ย
We do not rely on self-prepared or third-party reports without performing our own validation to ensure completeness and consistency.ย
ย
A client came to us after filing using crypto tax software, reporting a $50,000 gain.ย After reconciliation, weย identifiedย missing transactions and pricing errors,ย reducing the reported gain by over $35,000ย andย substantially reducingย the client’s reported taxable gain, as well asย eliminatingย discrepancies that could have triggered IRS scrutiny.ย
Not every client is a fit for every firmโand thatโs a good thing. See how we ensure each engagement is built on the right alignment of goals, values, and expectations.
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 workโand how we can support your goals with proactive, intelligent tax strategy.
Below is a quick-reference glossary explaining what each service item includes, so clients clearly understand the value provided in each plan.
End-to-end crypto + tax filing handled in one place.
Clients needing prior-year cleanup and reconciliation before tax filing.
Clients needing 2025 crypto reconciliation with accurate prior-year records.
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 toย accurateย 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.
Starting prices cover a defined base scope. We will review your records to confirm the scope andย obtainย your approval before anyย additionalย work or fees.ย
Budget covered by starting price:ย
We aim to keep pricing predictable and aligned with the actual workย required.ย
Our pricing is based on standard assumptionsย regardingย transaction volume, data quality, and overall complexity.ย Once all necessary records are received, we perform a detailedย scopeย review to confirm the actual workย required.ย
Additionalย fees may apply for:ย
ย
Any fee adjustments will be communicated transparently and require approval beforeย additionalย work proceeds.
The 2025 Form 1099-DA reports gross proceeds only, not cost basis.ย This means the IRS will see numbers that may not reflect your actual taxable gain,ย unless your records are properly reconciled and reviewed.ย
Without proper reconciliation:ย
ย
Complex crypto activity often requires wallet-level reconciliation and expert review to produce complete,ย accurate, and defensible tax reporting.ย
1. Which plan should I choose?
Use the comparison above as a starting point. Ifย you’reย unsure which plan fits your situation, schedule a 15-minute pre-engagement call andย we’llย explain the differences and next steps.ย
2. Do I need reconciliationย if I alreadyย usedย crypto tax software?
In many cases, yes.ย 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.ย Ifย moreย work is needed, we will explain theย additionalย scope and fees and obtain your approval beforeย proceeding.
4. Can I rely on reports prepared by software or other providers?
Forย accurateย and defensible reporting, all crypto activity must be reviewed and reconciled under ourย methodology.ย
We do not rely on self-prepared or third-party reports without performing our own validation to ensure completeness and consistency.ย
ย
A client came to us after filing using crypto tax software, reporting a $50,000 gain.ย After reconciliation, weย identifiedย missing transactions and pricing errors,ย reducing the reported gain by over $35,000ย andย substantially reducingย the client’s reported taxable gain, as well asย eliminatingย discrepancies that could have triggered IRS scrutiny.ย
Not every client is a fit for every firmโand thatโs a good thing. See how we ensure each engagement is built on the right alignment of goals, values, and expectations.
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 workโand how we can support your goals with proactive, intelligent tax strategy.
Below is a quick-reference glossary explaining what each service item includes, so clients clearly understand the value provided in each plan.
Active crypto businesses requiring strategic tax, accounting, and treasury oversight.
Businesses seeking ongoing reconciliation, bookkeeping, and proactive tax guidance.
Smaller crypto businesses focused primarily on annual compliance and reporting.
Email & Zoom Support
2x Monthly
Monthly
Monthly Email Only
Response Priorityย
High Priority
Priority
Standard
Planning Check-ins
Quarterly
Semi-Annual
Annual
Year-around Advisory
Strategy Review
Quarterly
Semi-annual
Annual
Owner Compensation Planning
Business Structure Planning
Limited
Real-Time Financial & Tax Decision Support
Limited
Token/Treasury Planning Support
Limited
Crypto Reconciliation & Journal Entry Booking
Monthly
Quarterly
Annual
Bookkeeping Maintenance
Comprehensive
Standardย
Annual
Financial Review & Adjustments
Monthly
Quarterly
Annual
Financial Reporting Support
Limited
Business Tax Return Preparation
Crypto Tax Report Preparation
Monthly
Quarterly
Annual
1099-DA Matching
Estimated Tax Review
Quarterly
Quarterly
Annual
Owner K-1 Coordination
Limited
Multi-State Filing Supportย
Note:
Pricing is based on standard assumptions and confirmed after reviewing your records.ย If additional complexity arises, any scope or fee adjustments will be clearly communicated and approved before proceeding.
Additionalย fees may apply based on complexity, including:ย
Multiple entities
High transaction volume
Historical cleanup
Specialized reporting
Incomplete or disorganized records
ย
Plans run from MayโApril and are billed monthly. Early enrollment allows more time for proactive planning. Late enrollment may require a catch-up fee.
$2,500 onboarding fee applies to new clients only
Crypto and accounting software fees are not included
Discounts may apply for multi-entity engagements
Not every client is a fit for every firmโand thatโs a good thing. See how we ensure each engagement is built on the right alignment of goals, values, and expectations.
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 workโand how we can support your goals with proactive, intelligent tax strategy.
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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