๐Ÿ“ฃ2026 Crypto Tax Compliance Plans Now Available๐Ÿ“ฃ

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 wealthโ€”every step of the way.

Your Trusted Partner in Tax Strategy

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 areโ€”whether youโ€™re managing navigating complex transactions, growing business, or planning for long-term wealth.

Crypto Tax Compliance

One firm handles reconciliation, filing-ready reports, and your federal + home state tax return.

Starting Price: $4,500

Crypto Reconciliation

Annual reconciliation and filing-ready crypto tax reports when another CPA files your return.

Starting Price: $2,750

Crypto Tax Risk Assessment

A fixed-fee starting point for new clients โ€” scope, complexity, and initial investment estimate.

Fixed Fee: $995

Feature

Crypto Tax Compliance

Crypto Reconciliation

Crypto Tax Risk Assessment

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):

  • Crypto Tax Compliance: $650 | Crypto Reconciliation: $450
  • 100% of the New Client Onboarding Fee will be waived if you engage our services within 14 days after receiving your assessment report.

ย 

#Base fee covers a standard tax return, including up to:

  • Federal tax return: two W-2s, five 1099-INT/DIV, five 1099-B (1099-DA sales are all included), and Schedule A
  • Home state tax return: up to two state adjustments
  • Crypto tax software subscription fees are not included in the service pricing.

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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 

  • Gains/losses may be overstated or understatedย ย 
  • IRS mismatches are more likelyย ย 
  • Audit and notice risk increasesย ย 

Right Fit Client

Not every client is a fit for every firmโ€”and thatโ€™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 workโ€”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.

Get Your Guide

Enter your email to reveal your tax savings and get the Crypto Tax-Loss Harvesting Opportunity Finder PDF.