*Report accuracy depends on accurate prior-year crypto records. Additional reconciliation may be required if issues are identified.All engagements include a scope assessment to confirm complexity and whether the work fits within the starting-price scope.Tax advisory and current- or prior-year amended return preparation are available under a separate engagement.Crypto tax software subscription fees are not included in the service pricing.

Defined Scope Pricing Model

Starting prices cover a defined base scope. We will review your records to confirm the scope and obtain your approval before any additional work or fees. Budget covered by starting price: 2025 Full-Service Filing – Crypto + Tax – up to 6 hours of crypto work, plus 2025 federal and one home-state individual income tax return preparation: Federal: up to two W-2s, five 1099-INT/DIV, five 1099-B, crypto sales, and Schedule A Home state: up to two state adjustments Complete Reconciliation – All Years – up to 6 hours of crypto reconciliation work 2025 Crypto Reconciliation & Reporting – up to 4 hours of crypto reconciliation work

Scope Assessment & Additional Fees

We aim to keep pricing predictable and aligned with the actual work required. Our pricing is based on standard assumptions regarding transaction volume, data quality, and overall complexity. Once all necessary records are received, we perform a detailed scope review to confirm the actual work required. Additional fees may apply for: High transaction volumes or a large number of wallets/exchanges Complex crypto activity (DeFi, NFTs, staking, derivatives, etc.) Prior-year or multi-year work beyond included hours Wallet-by-wallet transition when not included in the selected plan Incomplete or inconsistent records For the Full-Service Filing plan: complex tax situations (multi-state, international, additional tax forms such as Schedule C, Schedule E, multiple K-1s, FBAR, etc.) Any fee adjustments will be communicated transparently and require approval before additional work proceeds.

📣Still need to file for 2025? Get your crypto & taxes right.📣

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 wealth—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 are—whether you’re managing navigating complex transactions, growing business, or planning for long-term wealth.

2025 Full-Service Filing — Crypto + Tax

End-to-end crypto + tax filing handled in one place.

Complete Reconciliation — All Years

Clients needing prior-year cleanup and reconciliation before tax filing.

2025 Crypto Reconciliation & Reporting

Clients needing 2025 crypto reconciliation with accurate prior-year records.

Feature

Full-Service Filing

Complete Reconciliation

Crypto Reconciliation & Reporting

One-time 2025 Tax Year Engagement

2025 Federal & State Tax Return Preparation

Crypto Diagnostic Review

2025 Transaction Review & Corrections

Multi-Year Cleanup (Pre-2025)

Wallet-by-Wallet Transition (Rev. Proc. 2024-28)

1099-DA Matching/Review

Filing-Ready Crypto Tax Reports for 2025

Subject to accurate prior-year records*

Filing-Ready Crypto Tax Reports for All Years

Coordination Between Crypto & Tax Filing

Correct Crypto Tax Return Filing for 2025

*Report accuracy depends on accurate prior-year crypto records. Additional reconciliation may be required if issues are identified.

All engagements include a scope assessment to confirm complexity and whether the work fits within the starting-price scope.
Tax advisory and current- or prior-year amended return preparation are available under a separate engagement.
Crypto tax software subscription fees are not included in the service pricing.

2025 Full-Service Filing – Crypto + Tax
- Best for clients who want us to handle both crypto reconciliation and 2025 tax filing.

Complete Reconciliation – All Years
- Ideal for clients needing prior-year cleanup and reconciliation before tax filing.

2025 Crypto Reconciliation & Reporting
- Designed for clients with accurate prior-year records who need 2025 crypto reconciliation and filing-ready reports.

Starting prices cover a defined base scope. We will review your records to confirm the scope and obtain your approval before any additional work or fees.

Budget covered by starting price:

2025 Full-Service Filing – Crypto + Tax – up to 6 hours of crypto work, plus 2025 federal and one home-state individual income tax return preparation:

- Federal: up to two W-2s, five 1099-INT/DIV, five 1099-B, crypto sales, and Schedule A

- Home state: up to two state adjustments

Complete Reconciliation – All Years – up to 6 hours of crypto reconciliation work

2025 Crypto Reconciliation & Reporting – up to 4 hours of crypto reconciliation work

We aim to keep pricing predictable and aligned with the actual work required.

Our pricing is based on standard assumptions regarding transaction volume, data quality, and overall complexity. Once all necessary records are received, we perform a detailed scope review to confirm the actual work required.

Additional fees may apply for:

High transaction volumes or a large number of wallets/exchanges

Complex crypto activity (DeFi, NFTs, staking, derivatives, etc.)

Prior-year or multi-year work beyond included hours

Wallet-by-wallet transition when not included in the selected plan

Incomplete or inconsistent records

For the Full-Service Filing plan: complex tax situations (multi-state, international, additional tax forms such as Schedule C, Schedule E, multiple K-1s, FBAR, etc.)

Any fee adjustments will be communicated transparently and require approval before additional work proceeds.

Why Accurate Crypto Reporting Matters

The 2025 Form 1099-DA reports gross proceeds only, not cost basis. This means the IRS will see numbers that may not reflect your actual taxable gain, unless your records are properly reconciled and reviewed.

Without proper reconciliation:

Gains/losses may be overstated or understated

IRS mismatches are more likely

Audit and notice risk increases

Complex crypto activity often requires wallet-level reconciliation and expert review to produce complete, accurate, and defensible tax reporting.

Frequently Asked Questions

1. Which plan should I choose?

Use the comparison above as a starting point. If you’re unsure which plan fits your situation, schedule a 15-minute pre-engagement call and we’ll explain the differences and next steps.

2. Do I need reconciliation if I already used crypto tax software?

In many cases, yes. Crypto tax software relies on the data provided and does not verify completeness or accuracy. Missing transactions, incorrect cost basis, or misclassified transfers can still result in inaccurate reporting.

3. Is the starting price my final price?

The starting price covers the defined base scope shown above. After receiving your records, we confirm whether the engagement fits within that scope. If more work is needed, we will explain the additional scope and fees and obtain your approval before proceeding.

4. Can I rely on reports prepared by software or other providers?

For accurate and defensible reporting, all crypto activity must be reviewed and reconciled under our methodology.

We do not rely on self-prepared or third-party reports without performing our own validation to ensure completeness and consistency.

Real Client Example

A client came to us after filing using crypto tax software, reporting a $50,000 gain. After reconciliation, we identified missing transactions and pricing errors, reducing the reported gain by over $35,000 and substantially reducing the client’s reported taxable gain, as well as eliminating discrepancies that could have triggered IRS scrutiny.

Right Fit Client

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.

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 work—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.