📣Get Ahead for 2026. Crypto & Tax Support Starts Here.📣
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 wealth—every 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 are—whether you’re managing navigating complex transactions, growing business, or planning for long-term wealth.
Crypto reconciliation + tax return preparation
Starting Price: $4,500*
Onboarding & Setup Fee (For New Clients Only): $650^
Request Proposal for Crypto Tax ComplianceCrypto reconciliation and tax reports only
Starting Price: $2,750*
Onboarding & Setup Fee (For New Clients Only): $450^
Request Proposal for Crypto ReconciliationWritten review + reconciliation fee estimate
Fixed Fee: $995**
Onboarding & Setup Fee: Not Required
Request Proposal for Crypto Tax Risk Assessment| Feature | Crypto Tax Compliance | Crypto Reconciliation | Crypto Tax Risk Assessment |
|---|---|---|---|
| Full Crypto Reconciliation | Included | Included | Not included |
| Prior-Year Reconciliation | Included | Included | Not included |
| Filing-Ready Crypto Tax Reports | Included | Included | Not included |
| 1099-DA Matching | Included | Included | Not included |
| Crypto Reporting Guidance | Included | Included | Not included |
| Federal & Home State Tax Returns (Base Fee#) | Included | Not included | Not included |
| One Tax Advisory Call (Up To 60 Mins) | Included | Not included | Not included |
| Priority Onboarding And Scheduling | Included | Not included | Not included |
| Written Assessment Report | Not included | Not included | Included |
| Complexity And Data Quality Review | Not included | Not included | Included |
| 30-Minute Consultation | Not included | Not included | Included |
| Initial Reconciliation Fee Estimate | Not included | Not included | Included |
Crypto tax software subscription fees are not included in the service pricing.
We do not accept self-prepared or third-party prepared crypto tax reports for tax return preparation. Crypto tax return clients must use our crypto account reconciliation service, unless you have no taxable crypto transactions (i.e., only purchasing with USD and/or holding crypto) during the tax year or our risk assessment confirms your existing records are sufficient. 2026 services will be performed year-end when the required information is available.
The starting price is not a fixed fee arrangement. A fee assessment will be performed after we have received all your information and can see the full picture of your situation. We will let you know if an additional fee is required and get your approval before proceeding with any additional work.
Everybody's situation is different. It is impossible for us to set a "one size fits all" fixed fee at the beginning. Some complexities may only become apparent during detailed reconciliation and after we have received all the necessary information. If material issues require additional time beyond the initial budget included in the starting price, we will discuss any proposed scope or fee adjustments with you before performing additional work.
Tax planning and advisory services are available separately if you need additional or ongoing support. There is no upfront payment or charge unless you use the service.
Services used will be billed monthly at our standard hourly rate.
Form 1099-DA reports gross proceeds. Cost basis is reported only for certain assets bought in the same account on or after January 1, 2026. Assets bought earlier or moved between wallets and exchanges often show no basis. This means the IRS may see numbers that do not reflect your actual taxable gain, unless your records are properly reconciled and reviewed.
Without proper reconciliation:
Complex crypto activity often requires wallet-level reconciliation and expert review to produce complete, accurate, and defensible tax reporting.
Use the comparison above as a starting point. Most new clients start with the Crypto Tax Risk Assessment. 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.
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.
The starting price covers up to 6 hours of crypto reconciliation work. 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.
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.
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.
Learn More about our right fit client profileOur 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 pageBelow is a quick-reference glossary explaining what each service item includes, so clients clearly understand the value provided in each plan.
Learn More in the service item glossaryFor businesses with up-to-date fiat books and need crypto accounting help
Starting Price: $9,500*
Request Proposal for Crypto Accounting OnlyFor businesses needing crypto and fiat book cleanup
Starting Price: $15,500*
Request Proposal for Full Crypto and Fiat AccountingFor businesses wanting one firm to handle accounting and tax filing
Starting Price: $21,500*
Request Proposal for Full-Service Filing| Feature | Crypto Accounting Only | Full Crypto & Fiat Accounting | Full-Service Filing |
|---|---|---|---|
| 2026 Crypto Reconciliation | Included | Included | Included |
| Form 1099-DA Matching | Included | Included | Included |
| Crypto Workpapers And Journal Entries | Included | Included | Included |
| Fiat Accounting Cleanup | Not included | Included | Included |
| Crypto-to-General-Ledger Tie-Out | Not included | Included | Included |
| Filing-Ready Financial Reports | Not included | Included | Included |
| Business Tax Return | Not included | Not included | Included |
Crypto Accounting Only
For a business whose fiat books are complete and accurate, but whose digital-asset activity requires specialist reconciliation and accounting support.
Full Crypto and Fiat Accounting
Everything in Crypto Accounting Only, plus:
Full-Service Filing
Everything in Full Crypto and Fiat Accounting, plus:
The starting prices are designed for a typical U.S. crypto business with the following profile:
Additional work may be required for:
Before engagement, we can provide an estimated range based on your description of the business, crypto activity, accounting records, and filing requirements. We review your documents after you sign an engagement with us. After onboarding and records review, we confirm the detailed scope. Any material scope expansion and related fee adjustment will be communicated for approval before we proceed.
Form 1099-DA reports gross proceeds. Cost basis is reported only for certain assets bought in the same account on or after January 1, 2026. Assets bought earlier or moved between wallets and exchanges often show no basis. Accurate reporting requires alignment across crypto, accounting, and tax.
Without proper reconciliation:
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 setup, and tax requirements to recommend the appropriate plan.
We review and align your crypto transactions across wallets and exchanges, then reconcile them to your accounting records to ensure accuracy and consistency.
Each starting price covers a typical engagement with approximately 15 to 20 professional hours of crypto reconciliation. Full Crypto and Fiat Accounting adds up to 20 professional hours of year-end fiat accounting cleanup. Full-Service Filing adds preparation of one standard federal entity return and one home-state return. 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.
For accurate and defensible reporting, 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.
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.
Learn More about our right fit client profileOur 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 pageBelow is a quick-reference glossary explaining what each service item includes, so clients clearly understand the value provided in each plan.
Learn More in the service item glossaryEnter your email to reveal your tax savings and get the Crypto Tax-Loss Harvesting Opportunity Finder PDF.