From wages and investments to multi-state income and digital assets, every detail is handled with accuracy and discretion. Our goal is simple: to give you peace of mind, maximize your opportunities, and free you to focus on life, not paperwork.
Tax season doesn’t have to be overwhelming. At Chainwise CPA, we prepare your returns with care, combining deep expertise in both traditional and crypto reporting.
Every client’s story is different, but the need for confidence in compliance is universal. Whether you’re an active investor with complex transactions, a family with multi-state ties, or a retiree consolidating assets, we tailor our approach to fit your life.
We also recognize that crypto has changed the tax landscape—so we integrate wallet-by-wallet reconciliation into your return preparation to prevent errors, missed basis, or IRS scrutiny.
Our tax return preparation is designed as part of a broader relationship—not a one-off transaction. If your needs extend to year-round tax planning, crypto reconciliation, estate planning, or IRS problem resolution, we’re here for that too.
Our Plans
Across all tiers, you’ll receive audit-ready documentation, 1099-DA matching, and secure digital records folders. Each plan provides not just compliance, but proactive strategies to protect your wealth and minimize taxes.
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.