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 shouldnโt 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, youโll have a responsive, senior team you can reach when decisions canโt wait.
Clarity. Transparency. Confidence โ from day one.
Our streamlined process is designed to make getting started simple and stress-free, while ensuring your project receives the right level of attention and care.
Explore ourย Individualย orย Businessย service plans on our website.ย Each plan includes aย starting price, so you know what to expect upfront.
Schedule aย 15-minute assessment callย ifย youโdย like help choosing the right plan.ย Weโllย answerย general questionsย and explainย the nextย steps.ย
(No detailed tax or strategy advice on this call.)
Choose your service plan andย weโllย send you:ย
- Proposal & engagement letter
- Invoice for the starting price
Payment reserves your spot and officially begins the engagement.
After signing and payment,ย youโllย receive:ย
- Secure client portal accessย
- Onboarding checklistย
- Requests for documents and informationย
Thisย ensuresย we can start efficiently.ย
We review your information to confirm whether it fits the base scope.ย
- If yes โ we proceedย
- If additional work is needed โ we provide a clear, updated fee estimateย for approval before moving forwardย
Noย additionalย fees unless extra scope isย identifiedย and approved.ย
Once scope is approved, we complete your tax, crypto, accounting, or advisory work and keep you updated until completion.ย
If you decide not toย proceedย afterย review,ย youโllย only pay for work already completed.ย
Prefer a detailed quote before engaging?ย
– Individuals:ย $1,250ย
– Businesses: $2,500ย
Includes a full review and formal proposal.
(Non-refundable; not credited toward future services.)ย
Our Plans
Year-round clarity across wallets, exchanges, and DeFiโso you can make smart moves, sleep better at night, and never worry if the IRS sees something you donโt. (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 โ 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
Each service plan is for services on an annual basis. Any multi-year crypto reconciliation or tax return preparation for multiple years or multiple states will most likely cost more than the starting price.
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.