Expert Tax Consultation
Unlock Your Tax Benefits
Whether you’re navigating the complexities of cryptocurrency taxes or seeking clarity on general tax matters, our experienced CPAs are here to help. Choose the consultation that fits your needs and book your session today!
Crypto Tax Consultation
$280 for 30 minutes w/ Sharon Yip, CPA, Co-founder
Unravel the complexities of cryptocurrency taxes with a personalized consultation tailored to your crypto investments.
- Get clarity on reporting crypto gains, losses, and transactions.
- Understand tax implications for trading, staking, mining, and DeFi.
- Receive expert advice on compliance with IRS regulations.
- Develop a strategy to minimize your tax liability.
The call is for a one-time or as-needed consultation for people who are not our regular clients. Please make sure to fill out the intake form and provide as much information as possible to best utilize our time on the call. We cannot do any research for you before the call though.
General Tax Consultation
$260 for 30 minutes w/ Phil Gaudiano, CPA, Co-founder
Address your personal or business tax questions with a comprehensive consultation designed to provide clarity and confidence.
- Resolve questions about deductions, credits, and filings.
- Plan for personal or small business tax obligations.
- Get guidance on tax-saving strategies and compliance.
- Receive tailored advice for your unique tax situation.
The call is for a one-time or as-needed consultation for people who are not our regular clients. Please make sure to fill out the intake form and provide as much information as possible to best utilize our time on the call. We cannot do any research for you before the call though.
Please note that all cancellations and reschedules must be made no less than 24 hours before your original scheduled time. In case of emergency, please contact us for special arrangements.
There is no refund for any paid appointment. You are allowed to reschedule one time according to our rescheduling policy stated above.
About Us
Why Choose ChainWise CPA?
In the ever-evolving world of taxes, staying compliant with tax regulations can feel like solving a complex puzzle. But why navigate these choppy waters alone when you can have a seasoned expert by your side?
Focused Expertise
Our team lives and breathes taxation. We stay ahead of the curve, so you don't have to.
Tailored Solutions
Whether you're an individual investor or a business diving into the tax world, we craft strategies that fit your unique needs.
Proactive Approach
We don't just react to tax seasons – we help you plan year-round to optimize your investments and minimize tax liabilities.
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 taxation. Our clients’ success stories speak volumes about our expertise, dedication, and the tangible impact of our services in the real world.
Alberto José Macrí Álvarez2025-03-17Trustindex verifies that the original source of the review is Google. 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 Demetre2025-03-16Trustindex verifies that the original source of the review is Google. Chainwise is patient and professional year-in and year-out. I deeply appreciate working with them- Laura Rath2025-03-05Trustindex verifies that the original source of the review is Google. 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. Jameel Nadir2025-01-09Trustindex verifies that the original source of the review is Google. 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! A. Basu2024-05-08Trustindex verifies that the original source of the review is Google. 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. Besa Z2024-04-18Trustindex verifies that the original source of the review is Google. Excellent Tax Service providers! I worked with Taylor B and Joshua B and they both did a fantastic job reconciling my trades by doing a thorough review and analysis of my final tax obligations. I learned so much from their guidance as well and taxes no longer feel like a burden with this team on my side. Thank you! Michele Keen2023-10-09Trustindex verifies that the original source of the review is Google. I couldn't say enough good things about PAG, they are absolutely amazing! Always prompt, attention to detail, and they take care of me in ways that other accountants wouldn't. They truly are the best! Jason B2023-06-22Trustindex verifies that the original source of the review is Google. My experience with PAG was amazing! They are definitely one of the most qualified crypto accounting firms in the country. I have a very complicated defi portolio and spent thousands of dollars trying to get help from different CPA firms. Unfortunately, most CPA firms do not have the in-depth knowledge in the crypto space to deal with more complicated crypto portfolios. After a lot of research, I discovered PAG and decided to contact Sharon. From the initial consultation with Sharon, the process was extremely clear and progressed very quickly. We wrapped up my entire crypto reconciliation project in about a month. Even though I had many transactions and wallets, the process was incredibly painless and required very little effort on my part. The entire PAG team was always professional and courteous. Definitely a 5-star experience! Lionel Girukwigomba2023-05-18Trustindex verifies that the original source of the review is Google. I've been a customer of PAG before they were PAG. They handle my small business taxes and have always been incredible. I come back year after year because of the service. I've recommended several friends and they are all still customers of PAG. I love them. Kyle Gordon2023-04-13Trustindex verifies that the original source of the review is Google. Had a good experience with Polygon Advisory, they were super prompt with their communication, quick to answer questions, and Josh was a rockstar and was super quick to update reconciliations and make sure everything was proceeding fluidly.