๐ฃ2026 Crypto Tax Early Enrollment Is Now Open-Save Up to 18% Through July 17๐ฃ
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 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 additional scope is identified and you choose not to proceed, we will continue to work up to the amount already paid, and you will retain all completed work.
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.)
Full multi-year cleanup and accurate crypto records for all years.
One-time TY2025 Engagement
2025 Federal & State Tax Return Preparation
Crypto Diagnostic Review (2025 only)
2025 Transaction Review & Corrections (major issues only)
Multi-Year Cleanup (Pre-2025)
Wallet-by-Wallet Transition (Rev. Proc. 2024-28)
1099-DA Matching/Review
Filing-Ready Crypto Tax Reports for 2025
Filing-Ready Crypto Tax Reports for All Years
Coordination Between Crypto & Tax Filing
Correct Crypto Tax Return Filing for 2025
Pricing starts with a base estimate and is confirmed after reviewing your records. As additional information becomes available or complexity arises, any scope or fee adjustments will be clearly communicated and approved before proceeding.ย
Additionalย fees may apply based on complexity, including:ย
The 2025 Form 1099-DA reports gross proceeds only,ย not cost basis.ย Accurate reporting requires wallet-level reconciliation and expert review.ย
Without proper reconciliation:ย
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.
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