Our Plans
Trusted concierge-level tax advisory for crypto investors, startup founders, multi-state executives, and global achievers. We combine technical expertise with unwavering integrity to protect and grow your wealthโevery step of the way.
๐ฃ2026 Crypto Tax Compliance Plans Now Available๐ฃ
Trusted concierge-level tax advisory for crypto investors, startup founders, multi-state executives, and global achievers. We combine technical expertise with unwavering integrity to protect and grow your wealthโevery step of the way.
At Chainwise CPA, we combine deep crypto expertise with traditional tax intelligence to give you clarity, compliance, and confidence year-round. Our service plans are designed to meet you where you areโwhether youโre managing navigating complex transactions, growing business, or planning for long-term wealth.
One firm handles reconciliation, filing-ready reports, and your federal + home state tax return.
Annual reconciliation and filing-ready crypto tax reports when another CPA files your return.
A fixed-fee starting point for new clients โ scope, complexity, and initial investment estimate.
Annual Crypto Account Reconciliation
Filing-Ready Crypto Tax Reports
1099-DA Matching
Crypto Tax Reporting Guidance
Federal & Home State Tax Return #
Tax Advisory Call (up to 60 minutes)
Priority Onboarding & Scheduling
Written Assessment Report
Complexity Assessment
Data Quality Assessment
30-Minute Consultation
Initial Investment Estimate for Reconciliation Workย
Pricing starts with a base estimate and is confirmed after reviewing your records. As additional information becomes available or complexity arises, any scope or fee adjustments will be clearly communicated and approved before proceeding.ย
*The starting price covers up to 6 hours of crypto account reconciliation. Additional time required will be charged at $450 per hour.
Onboarding & Diagnostic Fee (For new clients only):
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#Base fee covers a standard tax return, including up to:
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A fee assessment will be performed after we have received all your information and can see the full picture of your situation. We will let you know ifย an additional fee is required and get your approval before proceeding with any additional work.ย
The 2025 Form 1099-DA reports gross proceeds only,ย not cost basis.ย Accurate reporting requires wallet-level reconciliation and expert review.ย
Without proper reconciliation:ย
Not every client is a fit for every firmโand thatโs 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 workโand 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.
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