Tax Compliance & Resolution

Receiving a tax notice can feel overwhelming—but it doesn’t have to be. At Chainwise CPA, we step in as your trusted advocate, handling communications with the IRS or state authorities on your behalf.

You Don’t Have to Face the IRS Alone

Our experienced team quickly diagnoses the issue, prepares the necessary documentation, and works toward the best possible outcome—so you can get back to focusing on life without the stress of tax problems.

We understand the anxiety an IRS letter can cause. That’s why our approach is grounded in clarity and compassion. We explain what the notice means, outline your options, and guide you step by step through the resolution.

Whether it’s an underpayment, a missing form, or a crypto-related audit trigger, our CPAs have the expertise to navigate complex cases with confidence and discretion.

What you get

IRS & State Representation
Audit Support
Notice Response Preparation
Audit-ready workpapers and reconciliations
Penalty & Interest Mitigation
Crypto-Specific Support

How It Works

With Chainwise CPA, you don’t just get resolution—you gain a partner who ensures your financial stability and peace of mind moving forward.

Initial Assessment

You import (or we help import) your data to our preferred software, we review complexity, flag issues, and give you a fixed-fee quote. Your assessment fee is credited when you proceed.

Reconcile & Optimize

We clean and classify every transaction, fix basis gaps, and produce a defendable, audit-ready dataset—plus an optimization memo.

File & Plan

We finalize reports for your return and map proactive moves for the year ahead; returning clients can opt into monthly/quarterly reconciliation to stay current.

Our Plans

Calm, Clear Guidance When You Need It Most

Our service tiers are built to match your needs, whether it’s a straightforward notice response or full audit representation. With every plan, you’ll have trusted CPAs ensuring your case is resolved with accuracy, discretion, and peace of mind.

Premier

Perfect for high-volume or high-net-worth investors seeking comprehensive reconciliation, quarterly planning, and IRS representation coverage for peace of mind.

What's Included

Includes everything in Enhanced, Plus:
Quarterly Proactive Tax Planning
Monthly Tax Snapshots
Monthly Reconciliations
Unlimited Tax Advisory Meetings
Annual Proactive Tax Planning Report
Crypto Portfolio Annual Risk Assessment

Enhanced

Ideal for active investors with more complex transactions who want semi-annual check-ins and proactive tax planning support.

What's Included

Includes everything in Core, plus:
Semi-Annual Check-Ins
Quarterly Reconciliations
Email Support
Up to Four Zoom Meetings
Tax-Loss Harvesting Review
Cold Storage Guidance
IRS/State Representation & Audit Defense

Core

Best for crypto investors who primarily need accurate reconciliation and compliant tax filing, with straightforward tax situations and annual tax guidance.

What's Included

Annual Crypto Reconciliation
Comprehensive Tax Filing & Compliance
Form 1099-DA compliance support
digital records folder
Proactive Tax Planning
Strategies Zoom Session
Year-round Tax Advisory Access

Compare Our plans

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.

Feature

Premier

Enhanced

Core

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

Notes & Add-Ons:

All our service plans include Form 1099-DA compliance support and a digital records folder (for tax returns, e-filing confirmation, crypto tax reports, supporting schedules) to help you with record keeping.
Onboarding & Diagnostic Fee: $500 (one-time, for new clients only)
Customized additional fees apply for: additional tax forms, international reporting, multi-state filings, very large transaction volumes, multi-year reconciliations, or complex transactions (DeFi, NFTs, loans, gaming, foreign accounts, or unsupported platforms), etc.
Software subscription fees are not included in our service fee.
Discounts may apply if you sign up for multiple services (e.g., for both business and personal services, multi-member family group signups).
Unused hours for tax notice & audit representation can be carried forward and used in a future year as long as you stay as our client.
We do not offer standalone services (e.g. crypto or tax return preparation only) unless you are serviced and referred by one of our referral partners (see the Service Options for Referral Partner Clients below) or if you have a special situation that warrants an exception based on our sole determination.

Right Fit Client

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.

Have more questions?

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.

Service Item Glossary

Below is a quick-reference glossary explaining what each service item includes, so clients clearly understand the value provided in each plan.