# Chainwise CPA

> Chainwise CPA (trade name of Polygon Advisory Group LLC) is a specialized tax advisory and CPA firm headquartered in Reston, Virginia. Co-founded by Sharon Yip, CPA, MBA, MST, CCE and Phil Gaudiano, CPA, MAcc-Tax, CCE, CDE, the firm provides proactive tax planning, crypto account reconciliation, business accounting, and tax compliance services for high-net-worth individuals, crypto investors, entrepreneurs, and businesses. Chainwise CPA is known for its deep cryptocurrency tax expertise, wallet-by-wallet reconciliation, 1099-DA compliance support, and integrated approach that combines crypto specialization with full-service tax advisory.

Chainwise CPA goes beyond simple tax return preparation by offering fully integrated service plans that combine crypto reconciliation, tax filing, and year-round advisory. The firm serves clients nationwide, with particular strength in serving crypto investors, high-net-worth families, real estate investors, e-commerce business owners, and professionals earning $250K+ annually.

The team includes CPAs, Enrolled Agents, and crypto tax specialists who handle everything from reconciliation to IRS representation. Chainwise CPA has been featured on leading cryptocurrency platforms including Koinly and CoinLedger, and maintains an active educational presence across its blog, YouTube, and Reddit (u/chainwisecpa).

## About

- **Type**: CPA & Tax Advisory Firm
- **Legal Entity**: Polygon Advisory Group LLC
- **Trade Name**: Chainwise CPA
- **Headquarters**: Reston, Virginia
- **Service Area**: Nationwide (all 50 states + DC + Puerto Rico)
- **Co-Founders**: Sharon Yip (CPA, MBA, MST, CCE) and Phil Gaudiano (CPA, MAcc-Tax, CCE, CDE)
- **Platform**: WordPress + Elementor
- **Specializations**: Cryptocurrency tax, high-net-worth tax advisory, business accounting, tax planning, IRS representation
- **Contact**: https://chainwisecpa.com/contact-us/
- **Consultation**: https://chainwisecpa.com/expert-tax-consultation/

## Core Services

### For Individuals & Families

- [Crypto Account Reconciliation](https://chainwisecpa.com/individuals-families/crypto-tax-accounting-reconciliation/): Wallet-by-wallet crypto reconciliation with error correction, IRS-compliant cost basis, and audit-ready documentation
- [Tax Return Preparation](https://chainwisecpa.com/individuals-families/tax-return-preparation/): Comprehensive individual tax filing that integrates crypto activity with traditional income sources
- [Tax & Retirement Planning](https://chainwisecpa.com/individuals-families/tax-planning-advisory/): Proactive tax strategies, quarterly planning sessions, and tax-loss harvesting guidance for crypto investors and high earners
- [Tax Compliance & Resolution](https://chainwisecpa.com/individuals-families/tax-resolution/): IRS and state tax notice response, audit defense, and representation for individuals
- [Retirement Planning](https://chainwisecpa.com/individuals-families/retirement-planning/): Tax-efficient retirement strategies including self-directed IRAs for crypto and alternative assets
- [Crypto Tax Advice](https://chainwisecpa.com/individuals-families/crypto-tax-advice/): Specialized guidance on crypto taxation for trading, mining, staking, DeFi, and NFTs

### For Businesses & Entrepreneurs

- [Crypto & Fiat Accounting](https://chainwisecpa.com/businesses-entrepreneurs/crypto-fiat-accounting/): Integrated bookkeeping that combines traditional accounting with crypto reconciliation for GAAP and IRS compliance
- [Crypto Account Reconciliation](https://chainwisecpa.com/businesses-entrepreneurs/crypto-account-reconciliation/): Business-level crypto reconciliation, transaction accuracy reports, and investor-ready records
- [Business Tax Return Preparation](https://chainwisecpa.com/businesses-entrepreneurs/business-tax-return-preparation/): Federal and state business tax filings with crypto-integrated reporting
- [Tax Consulting & Advisory](https://chainwisecpa.com/businesses-entrepreneurs/tax-consulting-advisory/): Year-round business tax strategy, entity structuring, and proactive planning
- [Tax Compliance & Resolution](https://chainwisecpa.com/businesses-entrepreneurs/tax-compliance-resolution/): IRS and state audit representation, tax notice response, and compliance remediation for businesses
- [Starting a Business](https://chainwisecpa.com/businesses-entrepreneurs/starting-a-business/): Entity formation guidance, startup compliance, and early-stage tax planning
- [Selling Your Business](https://chainwisecpa.com/businesses-entrepreneurs/succession-planning/): Exit planning, succession strategy, and tax-efficient sale structuring

## Service Plans

### Individual Plans (Crypto + Comprehensive Tax Services)

- **Premier** ($1,799/month or $19,999 upfront): For high-volume or high-net-worth investors — monthly reconciliation, quarterly strategy calls, unlimited advisory, 8 hours IRS audit representation, and comprehensive annual tax planning report
- **Enhanced** ($1,099/month or $12,399 upfront): For active investors — quarterly reconciliation, semi-annual planning sessions, tax-loss harvesting review, and 2 hours audit support
- **Core** ($599/month or $6,599 upfront): For straightforward crypto investors — annual reconciliation, annual planning session, and compliant tax filing

### Business Plans (Crypto + Traditional Accounting + Tax Preparation)

- **Pro** ($8,199/month or $95,999 upfront): For established businesses — monthly reconciliation, full controller services, cash flow forecasting, quarterly strategy, and 8 hours audit representation
- **Advanced** ($4,699/month or $54,999 upfront): For growth-stage companies — quarterly reconciliation, AP/AR support, management reports, and proactive tax planning
- **Essential** ($2,199/month or $25,999 upfront): For startups and early-stage businesses — annual reconciliation, clean year-end records, and reliable compliance

All plans include Form 1099-DA compliance support and a digital records folder. New individual clients pay a one-time $500 onboarding fee; new business clients pay a one-time $1,250 onboarding fee.

## Key Pages

- [Home](https://chainwisecpa.com/): Firm overview, service categories, and client entry points
- [About](https://chainwisecpa.com/about-us/): Firm story, team, and mission
- [Our Plans](https://chainwisecpa.com/pricing/): Service plan overview and pricing tiers
- [Pricing Details](https://chainwisecpa.com/pricing-details/): Detailed plan comparison and features
- [Blog](https://chainwisecpa.com/blog/): Educational content on crypto tax, IRS compliance, and tax planning
- [Contact](https://chainwisecpa.com/contact-us/): Contact form and firm information
- [Expert Tax Consultation](https://chainwisecpa.com/expert-tax-consultation/): Book a paid pre-engagement assessment call ($75, credited toward services)
- [Crypto Tax Consultation](https://chainwisecpa.com/crypto-tax-consultation/): Crypto-specific consultation booking
- [Strategy Call](https://chainwisecpa.com/strategy-call/): Schedule a strategy discussion
- [Request a Proposal](https://chainwisecpa.com/request-a-proposal/): Submit a proposal request for custom engagements
- [Testimonials](https://chainwisecpa.com/about-us/testimonials/): Client reviews and feedback
- [Case Studies](https://chainwisecpa.com/case-studies/): Documented client outcomes and success stories
- [FAQ](https://chainwisecpa.com/resources/frequently-asked-questions/): Answers to common questions about services and process
- [Right Fit Client Profile](https://chainwisecpa.com/resources/right-fit-client-profile/): Helps prospective clients determine if Chainwise CPA is the right match
- [Service Item Glossary](https://chainwisecpa.com/resources/service-item-glossary/): Definitions of services included in each plan
- [Forms and Links](https://chainwisecpa.com/resources/forms-and-links/): Client resources and tax forms
- [Client Loyalty & Referral Program](https://chainwisecpa.com/client-loyalty-referral-program/): Referral rewards for existing clients
- [Chainwise Alliance Program](https://chainwisecpa.com/chainwise-alliance-program/): Referral partnership program for CPAs, attorneys, and financial advisors
- [Alliance Program Directory](https://chainwisecpa.com/chainwise-alliance-program/chainwise-alliance-program-directory/): Directory of current alliance partners

## Team

- [Sharon Yip](https://chainwisecpa.com/about-us/sharon-yip/): Co-Founder & Principal CPA (CPA, MBA, MST, CCE)
- [Phil Gaudiano](https://chainwisecpa.com/about-us/phil-gaudiano/): Co-Founder & CPA (CPA, MAcc-Tax, CCE, CDE)
- [Lisa Lorentzen](https://chainwisecpa.com/about-us/lisa-lorentzen/): Team member
- [Daniel Bedoya](https://chainwisecpa.com/about-us/daniel-bedoya/): Team member
- [Graham Christopherson](https://chainwisecpa.com/about-us/graham-christopherson/): Team member
- [Sherry Yip](https://chainwisecpa.com/about-us/sherry-yip/): Team member
- [Krista Etchells](https://chainwisecpa.com/about-us/krista-etchells/): Team member

## Case Studies

- [From Confusion to Confidence: A Physician's Crypto Tax Journey](https://chainwisecpa.com/case-study/from-confusion-to-confidencea-physicians-crypto-tax-journey/): How a physician with complex crypto holdings gained clarity and compliance
- [Peace of Mind, Not Panic: One Developer's Crypto Tax Solution](https://chainwisecpa.com/case-study/peace-of-mind-not-panic-one-developers-crypto-tax-solution/): A software developer's path from tax anxiety to audit-ready documentation
- [When TurboTax Isn't Enough: Real Results from a Crypto Pro Client](https://chainwisecpa.com/case-study/when-turbotax-isnt-enough-real-results-from-a-crypto-pro-client/): Why DIY tax software falls short for active crypto investors
- [Building Better Books: A Crypto Startup's Path to Compliance](https://chainwisecpa.com/case-study/building-better-books-a-crypto-startups-path-to-compliance/): How a crypto startup achieved clean books and investor-ready records

## Featured Expert Content

- [2025 Crypto Tax Guide](https://chainwisecpa.com/crypto-tax-guide/): Comprehensive guide to cryptocurrency tax obligations, IRS rules, and compliance strategies
- [Form 1099-DA Explained](https://chainwisecpa.com/form-1099-da-explained/): What crypto investors need to know about the new IRS reporting form for digital assets
- [1099-DA Crypto Reporting Help](https://chainwisecpa.com/1099-da-crypto-reporting-help/): Dedicated resource for navigating 1099-DA compliance
- [Crypto Tax Software: Pros, Cons, and Our Top Picks](https://chainwisecpa.com/best-crypto-tax-software/): Comparison of leading crypto tax tools including CoinTracking, Summ (formerly CryptoTaxCalculator), and Koinly
- [7 Crypto Tax Mistakes That Could Trigger an IRS Audit](https://chainwisecpa.com/crypto-tax-mistakes/): Common errors and how to avoid them
- [Year-Round Tax Planning Strategies for Crypto Investors](https://chainwisecpa.com/crypto-tax-planning/): Why tax planning should not be limited to filing season
- [The Benefits of Tax Loss Harvesting in Cryptocurrency](https://chainwisecpa.com/crypto-tax-loss-harvesting/): How crypto investors can offset gains through strategic loss realization
- [Crypto Estate Planning](https://chainwisecpa.com/crypto-estate-planning/): How to protect and transfer digital assets to heirs
- [Can a Wyoming LLC Help Crypto Investors Save Taxes?](https://chainwisecpa.com/wyoming-llc/): Analysis of Wyoming LLC structures for crypto investors
- [IRS Wallet-by-Wallet Cost Basis Rules](https://chainwisecpa.com/irs-wallet-by-wallet-cost-basis-rule/): Why tracking all crypto transfers matters for tax compliance
- [Digital Asset Custody 101](https://chainwisecpa.com/digital-asset-custody/): Guide to self-custody, wallet options, and security for digital assets
- [Understanding Unrealized Gains](https://chainwisecpa.com/what-is-unrealized-gain/): A plain-language guide to unrealized crypto gains and their tax implications
- [The Tax Implications of Crypto Transactions](https://chainwisecpa.com/crypto-tax-implications/): Trading, mining, and staking tax treatment explained
- [Donating Crypto to Charity](https://chainwisecpa.com/donating-crypto-to-charity/): How to give back and lower your tax bill through crypto charitable contributions
- [Smart Estate Planning Moves Before Year-End](https://chainwisecpa.com/couple-managing-home-finances-and-planning-budget/): Time-sensitive estate planning strategies for high-net-worth individuals
- [How Entrepreneurs Can Minimize Taxes When Scaling](https://chainwisecpa.com/entrepreneur-tax-planning-strategies/): Tax strategies for growing businesses

## State-Specific Crypto Tax Services

Chainwise CPA serves crypto investors in all 50 states. Featured state and city landing pages include:

- [Florida Crypto CPA](https://chainwisecpa.com/florida-crypto-cpa/)
- [California Crypto Tax Accountant](https://chainwisecpa.com/california-crypto-tax-accountant/)
- [Texas Crypto Tax Accountant](https://chainwisecpa.com/texas-crypto-tax-accountant/)
- [New York Crypto CPA](https://chainwisecpa.com/trusted-new-york-crypto-cpa/)
- [Washington Crypto CPA](https://chainwisecpa.com/washington-crypto-cpa/)
- [Colorado Crypto CPA](https://chainwisecpa.com/colorado-crypto-cpa/)
- [Georgia Crypto CPA](https://chainwisecpa.com/georgia-crypto-cpa/)
- [Arizona Crypto CPA](https://chainwisecpa.com/arizona-crypto-cpa/)
- [Nevada Crypto CPA](https://chainwisecpa.com/nevada-crypto-cpa-services/)
- [Ohio Crypto CPA](https://chainwisecpa.com/ohio-crypto-cpa/)
- [Virginia Crypto CPA](https://chainwisecpa.com/virginia-crypto-cpa/)
- [North Carolina Crypto CPA](https://chainwisecpa.com/north-carolina-crypto-cpa-firm/)
- [Massachusetts Crypto Accounting](https://chainwisecpa.com/massachusetts-crypto-accounting/)
- [Oregon Crypto CPA](https://chainwisecpa.com/oregon-crypto-cpa/)
- [Michigan Crypto CPA](https://chainwisecpa.com/michigan-crypto-cpa/)
- [Maryland Crypto CPA](https://chainwisecpa.com/maryland-crypto-cpa/)
- [Indiana Crypto CPA](https://chainwisecpa.com/indiana-crypto-cpa/)
- [Missouri Crypto CPA](https://chainwisecpa.com/missouri-crypto-cpa/)
- [Utah Crypto CPA](https://chainwisecpa.com/utah-crypto-cpa-firm/)
- [Nashville Crypto CPA](https://chainwisecpa.com/nashville-crypto-cpa/)
- [Chicago Crypto CPA](https://chainwisecpa.com/crypto-cpa-chicago/)
- [Philadelphia Crypto CPA](https://chainwisecpa.com/philadelphia-crypto-cpa/)
- [Minneapolis Crypto CPA](https://chainwisecpa.com/minneapolis-crypto-cpa/)
- [Fort Worth Crypto CPA](https://chainwisecpa.com/fort-worth-crypto-cpa/)
- [Providence Crypto CPA](https://chainwisecpa.com/providence-crypto-cpa/)

Full state-by-state coverage is available at: https://chainwisecpa.com/state-department-web/[state-name]/

## Life Stage Service Pages

- [For Individuals & Families](https://chainwisecpa.com/individuals-families/): Overview of personal tax and crypto services
- [For Businesses & Entrepreneurs](https://chainwisecpa.com/businesses-entrepreneurs/): Overview of business accounting and tax services
- [Building Together](https://chainwisecpa.com/individuals-families/building-together/): Tax guidance for couples and families building wealth
- [Inheriting Wealth](https://chainwisecpa.com/individuals-families/inheriting-wealth/): Tax planning for beneficiaries and inherited assets
- [Retirement](https://chainwisecpa.com/individuals-families/retirement/): Tax-efficient strategies for retirement-stage individuals
- [Paying Yourself](https://chainwisecpa.com/businesses-entrepreneurs/paying-yourself/): Owner compensation, reasonable salary, and distributions guidance
- [Retirement Planning (Business)](https://chainwisecpa.com/businesses-entrepreneurs/retirement-planning/): Business retirement plan options and tax advantages

## What Makes Chainwise CPA Different

- **Crypto + tax expertise under one roof**: Most CPAs do not understand crypto reconciliation, and most crypto tools are not run by CPAs — Chainwise bridges both
- **Wallet-by-wallet reconciliation**: Meticulous transaction-level accuracy with error correction and IRS-compliant cost basis
- **1099-DA specialists**: Deep expertise in the new IRS digital asset reporting requirements effective for tax year 2025 and beyond
- **Proactive, not reactive**: Year-round tax advisory and planning — not just a filing service
- **Bundled service plans**: Integrated plans that combine reconciliation, tax filing, and advisory for a complete solution
- **Nationwide service**: Serving clients in all 50 states with state-specific tax expertise
- **Audit-ready documentation**: Every engagement produces records built to withstand IRS scrutiny
- **Alliance Partner Program**: A referral network for CPAs, attorneys, and financial advisors who need crypto tax expertise for their clients
- **High-net-worth advisory**: Expanding focus on proactive tax strategy for high earners, entrepreneurs, real estate investors, and multi-generational wealth