📣Crypto Reconciliation & Tax Return Preparation - Compliance-Focused Service Plans Available📣
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.
Clarity. Transparency. Confidence — 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 our Individual or Business service plans on our website. Each plan includes a starting price, so you know what to expect upfront.
Schedule a 15-minute assessment call if you’d like help choosing the right plan. We’ll answer general questions and explain the next steps.
(No detailed tax or strategy advice on this call.)
Choose your service plan and we’ll send you:
- Proposal & engagement letter
- Invoice for the starting price
Payment reserves your spot and officially begins the engagement.
After signing and payment, you’ll receive:
- Secure client portal access
- Onboarding checklist
- Requests for documents and information
This ensures we can start efficiently.
We review your information to confirm whether it fits the base scope.
- If yes → we proceed
- If additional work is needed → we provide a clear, updated fee estimate for approval before moving forward
No additional fees unless extra scope is identified and approved.
Once scope is approved, we complete your tax, crypto, accounting, or advisory work and keep you updated until completion.
If you decide not to proceed after review, you’ll only pay for work already completed.
Prefer a detailed quote before engaging?
– Individuals: $1,250
– Businesses: $2,500
Includes a full review and formal proposal.
(Non-refundable; not credited toward future services.)
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
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 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.