Trusted crypto tax reconciliation for households with complex activity. We organize your wallets, fix errors, and rebuild missing cost basis across chains and years. Receive clear, audit-ready reports that enable you to file with confidence.
Navigating complex crypto investments shouldn’t keep you up at night. Our crypto-savvy CPAs meticulously reconcile every trade, stake, and NFT, ensuring you stay fully compliant and never pay more tax than you need to.
Your goals lead the plan. We listen between the lines, tailor strategy to what matters most, and act with integrity and discretion. With year-round guidance, we uncover opportunities others miss.
From equity events and state residency questions to estate transitions and digital assets, you’ll have a responsive, senior team you can reach when decisions can’t wait.
Trusted concierge-level tax advisory for startup founders, crypto investors, multi-state executives, and global achievers. We combine technical expertise with unwavering integrity to protect and grow your wealth—every step of the way.
Our Plans
Year-round clarity across wallets, exchanges, and DeFi—so you can make smart moves, sleep better at night, and never worry if the IRS sees something you don’t. (We speak DeFi, NFTs, staking, and the new 1099-DA rules.)
Perfect for high-volume or high-net-worth investors seeking comprehensive reconciliation, quarterly planning, and IRS representation coverage for peace of mind.
Ideal for active investors with more complex transactions who want semi-annual check-ins and proactive tax planning support.
Best for crypto investors who primarily need accurate reconciliation and compliant tax filing, with straightforward tax situations and annual tax guidance.
We provide fully integrated services for individual crypto investors — combining wallet-by-wallet reconciliation, accurate crypto tax reporting, and proactive tax planning. Our bundled service plans ensure you stay compliant, minimize risks, and optimize your tax outcomes.
Crypto Reconciliations
Monthly
Quarterly
Annual
Tax Snapshots
Monthly
Quarterly
Annual
Comprehensive Tax Filing & Compliance
Customized Quarterly Estimated Tax Calculation
Form 1099-DA compliance support
Digital Records Folder
Proactive Tax Planning/Strategies Zoom Session
Quarterly
Semi-Annual
Annual
Year-round Tax Advisory Access
Unlimited
Monthly Email + 4 Zoom Calls
One email per month
Tax-Loss Harvesting Review & Guidance
Crypto Wallet Consolidation & Cold Storage Guidance
IRS/State Representation & Audit Defense
8 hours incl. audit rep
2 Hours
Comprehensive Annual Proactive Tax Planning Report
Crypto Portfolio Annual Risk Assessment
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.
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 work—and 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.