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High Net Worth CPA

Crypto Made You Wealthy—Now Let's Keep It That Way

From Bitcoin and Ethereum to XRP and NFT portfolios, we reconcile, plan, and optimize across every chain and every asset class.

But we don’t stop at crypto—we’re a full-service CPA for high net worth individuals, covering real estate, equity compensation, business entities, and estate planning.

One team. Complete coverage. Crypto fluency included.

Your Crypto Tax Solutions

High Net Worth Tax Specialists
Crypto Investors Trust

Whether your crypto portfolio runs six figures or eight, you need more than basic reconciliation—you need strategic wealth planning.

Our high net worth CPA team integrates your Bitcoin, altcoins, DeFi positions, and NFTs into a comprehensive tax strategy alongside your traditional assets.

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Let’s start with you — are you looking for business or individual tax support? *
Share a few details about your business so we can align your accounting, tax, and planning strategy from day one.
Which areas do you need help with? *
Tell us a bit about your situation so we can match you with the right advisor and pricing for your tax and wealth goals.
Which areas do you need help with? *

Stay Compliant

The IRS Is Watching Crypto—Your CPA Should Be Watching Closer

Most CPAs treat 1099-DA like a standard tax form. We don’t.

Regulatory pressure on digital assets is intensifying. Chainwise stays ahead of every guidance update, every new reporting requirement, every compliance shift—so your high net worth portfolio stays protected.

Crypto Account Reconciliation

Bitcoin, Ethereum, Solana, DeFi, NFTs—we reconcile every wallet, every exchange, every chain. Accurate cost basis and gain/loss tracking for Form 8949, no matter how complex your on-chain history. (196 chars)

DeFi & Staking Tax Strategy

Yield farming, liquidity pools, staking rewards, airdrops—crypto taxation is a maze. We navigate the complexity so you stay compliant and minimize liability. Proactive planning, not reactive filing.

High Net Worth Tax Planning

Your crypto wealth exists alongside real estate, equities, and businesses. We craft year-round strategies that optimize across every asset class—minimizing liability and maximizing what you keep.

Crypto & Fiat Accounting

Specializing in crypto bookkeeping and accounting for blockchain startups, we offer software recommendations, transaction reconciliation, and financial reporting for crypto and fiat transactions.

About Us

Why Choose Chainwise CPA?

Most crypto CPAs? They handle reconciliation but lack the sophisticated wealth planning you need as your net worth grows.

Chainwise is different. We’re built for crypto investors who’ve become high net worth individuals—and need a CPA who can handle both.

Crypto-Native Expertise

Our team lives and breathes cryptocurrency tax. We stay ahead of the curve so you don’t have to.

Beyond Just Crypto

Whether you’re an individual investor or a crypto entrepreneur, we craft strategies that fit your needs.

Proactive Approach

Crypto moves fast.  Year-round planning means you’re positioned ahead of market shifts or the IRS.

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 cryptocurrency taxation. Our clients’ success stories speak volumes about our expertise, dedication, and the real-world impact of our services.

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Matt O.
14:54 22 Apr 26
They are great to work with...been with them since 2020...very professional friemdly and very easy to work with...
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Robert L.
19:42 31 Mar 26
I was at the end of my rope trying to decipher the never ending new rules and regulations of the IRS, as it pertains to crypto. I thought I was doing a good job keeping everything in order with my exchanges, transfers and swaps, until I received my 1099 - DA's, which were highly inaccurate. I knew my problems would only get worse if I didn't take a more professional approach in addressing them, so I needed to hire a crypto and tax expert.

As I researched this topic, one crypto advisory group clearly stood out amongst their competition, and that was Polygon Advisory Group. Before I could sign up with them, I had to have brief meeting with them to see if my needs and their talents would align. After our 15 minute intro meeting, I was more than convinced they had the skillset, and desire, to unravel my crypto challenges.

I have to commend Daniel B. and his extraordinary talent to analyze my crypto reports and then provide reconciliation for all of my accounts. He was also intuitive to recognize many gaps in my information and then investigate deeper to connect all of the data points. There is no possible way I could have performed such a feat by myself. When all was finished, Daniel went back in my previous tax returns and even recommended that I file amendments for the last 5 years, and that ended up saving me a lot of money (excess $10K) due to me incorrectly reporting my crypto income.

Closing: So many companies are only willing to document the numbers that you provide them and then quickly close your file. Polygon Advisory Group digs in deep and investigates the incomplete files/data and helps you bring resolve to your crypto headaches. I'll use them again next year, as they have my complete trust!
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Anthony S.
16:55 17 Oct 25
I was very happy with the service I received from Chainwise CPA and Polygon Advisory Group. Finding someone to prepare my crypto tax return was challenging. But Chainwise CPA group had the experience and knowledge base in crypto taxes to get the job done very efficiently. I am thankful for their service and helping me through this process.
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Jon Luk P.
06:25 17 Jun 25
Excellent crypto tax service. Highly recommend!
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Brent P.
20:09 14 Jun 25
I have been using Sharon and her team for several years and they have always been attentive, quick to respond, and courteous. They have navigated a lot of complex issues in the world of Crypto-assets. They navigate effortlessly through CoinTrackin.info
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Paul M.
16:42 11 Jun 25
A very complete service if youre serious about doing crypto right. Very prompt service and great about establishing clear guidelines and deliverables.
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Anupam B.
20:07 24 Mar 25
I recommend Chainwise CPA because they were professional, cost efficient, competent and courteous in the tax services they provided me. They did my Federal and state tax returns for cryptocurrency transactions in addition to the tax work on my incomes from pensions and annuities, interest and dividend earnings. They were thorough in their work, and patient with me. I would recommend them because they are world-class and reliable in what they do.
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Alberto M.
15:35 17 Mar 25
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
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Demetre
20:07 16 Mar 25
Chainwise is patient and professional year-in and year-out. I deeply appreciate working with them-
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Laura R.
18:44 05 Mar 25
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.
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Jameel N.
14:38 09 Jan 25
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!
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A. B.
17:51 08 May 24
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.

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

Find a High Net Worth CPA Who Actually Gets Crypto

You took the risk on crypto. You held when others sold.

Now it’s time for a tax strategy as forward-thinking as you are. Partner with Chainwise and work with high net worth tax specialists who understand every chain, every protocol, and every asset class in your portfolio.

Let’s protect what you’ve built.

    • Complete review of your crypto holdings and traditional assets
    • Personalized tax strategy across DeFi, staking, and beyond
    • Clear answers to your crypto tax and wealth planning questions

Take the first step towards crypto tax clarity today!