Crypto Tax Advice

Every crypto transaction creates a potential taxable event, and without strategy, you could owe more than expected. We guide you through capital gains rules, cost basis tracking, and timing strategies so your crypto withdrawals fit seamlessly into your larger financial plan.

Protect Your Profits, Avoid Costly Mistakes

Selling or converting crypto isn’t just about locking in profits—it’s about making sure the tax impact doesn’t wipe them away. At Chainwise CPA, we help you plan when and how to cash out, so you keep more of your gains while staying fully compliant with IRS requirements.

Capital Gains Planning

We design tax strategies for crypto sales, focusing on timing to minimize liability and optimize long-term results.

1099-DA & IRS Compliance

We prepare audit-ready documentation and align reporting with new IRS requirements for digital assets.

Tax-Loss Harvesting

We identify opportunities to offset crypto gains with losses in other assets, reducing your overall liability.

Cost Basis Accuracy

We reconcile wallet activities to ensure your cost basis is correct, preventing costly reporting errors and audits.

Crypto + Fiat Integration

We tie crypto proceeds into your broader tax and financial picture for complete, accurate reporting.

Strategic Exit Planning

We help plan exits across multiple wallets, exchanges, or DeFi platforms with strategies that protect wealth long-term.

How It Works

Cashing out crypto doesn’t have to be confusing—we make it clear, strategic, and stress-free. We’ve built our reputation on understanding digital assets better than traditional firms.

Discover

We start by reviewing your wallets, exchanges, and goals for liquidating assets.

Plan

Our team creates a customized strategy for when and how to cash out with minimal tax impact.

Execute

We prepare audit-ready documentation and ensure your transactions are fully reported and compliant.
The pen, bitcoins and dollar bills is lies on the tax form 1040 U.S. Individual Income Tax Return.

Cash Out With Confidence

Don’t let taxes drain the profits from your crypto gains. With Chainwise CPA, you’ll have a proactive partner making sure your exits are strategic, compliant, and aligned with your bigger financial picture.