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.

Pro

For established businesses that need full oversight, advanced tax strategies, and audit/investor readiness.

What's Included

Includes everything in Advanced, Plus:
Dedicated Account Manager
Quarterly Tax & Business Check-Ins
Quarterly Performance Reports
Quarterly Crypto Transaction Insights
Unlimited Tax & Business Advisory Access
Full Controller-Level Financial Oversight
Forward-Looking Cash Flow Planning
Audit/Investor Readiness Support
Annual Business Tax Minimization Guidance

Advanced

For growth-stage companies ready to integrate crypto and fiat reporting with proactive tax & business planning.

What's Included

Includes everything in Essential, plus:
Quarterly Crypto Transaction Insights
Quarterly Core Financials (QBO)
Quarterly Business Health Reports
Semi-Annual Tax & Business Check-Ins
IRS/State Representation & Audit Defense
Controller-Level Financial Oversight
Crypto Payroll Compliance Guidance
Up to Four Video Meetings
Email Support

ESSENTIAL

For startups and early-stage businesses that need reliable compliance and clean year-end records.

What's Included

Annual Crypto Reconciliation
Annual Core Financials (QBO)
Annual Performance Reports
Business Tax Return (Federal + 1 state)
Tax & Business Strategy Check-ins
Year-round Tax & Business Advisory Access
Form 1099-DA compliance support
digital records folder
Tax & accounting compliance checklist

Compare all plans

We provide integrated services for businesses that use cryptocurrency — combining traditional bookkeeping, crypto account reconciliation, financial reporting, and business tax preparation. Our bundled service plans ensure your business maintains accurate records, complies with IRS and GAAP requirements, and is prepared for tax filings, audits, and investors.

Feature

Pro

Advanced

Essential

Crypto Transaction Accuracy & Insights

Monthly

Quarterly

Annual

Core Financials (QBO)

Monthly

Quarterly

Annual

Performance Reports

Monthly

Quarterly

Annual

Annual Business Tax Return (Federal + 1 state)

Form 1099-DA compliance support

Digital Records Folder

Business Tax & Accounting Compliance Checklist

Tax & Business Strategy Check-ins

Quarterly

Semi-Annual

Annual

Year-round Tax & Business Advisory Access

Unlimited

Monthly Email + 4 Zoom Calls

One email per month

IRS/State Representation & Audit Defense

8 hours incl. audit rep

2 Hours

Crypto Payroll Compliance Guidance

Quarterly Business Health Reports

Controller-Level Financial Oversight

Full

Light

Forward-Looking Cash Flow Planning

Audit/Investor Readiness Support

Annual Business Tax Minimization Guidance

Dedicated Account Manager

Notes & Add-Ons:

All our service plans include Form 1099-DA compliance support, a digital records folder (for tax returns, accounting reports, supporting schedules) to help you with record keeping, and a business tax & accounting compliance checklist for your easy reference.
Onboarding & Diagnostic Fee: $1,250 (one-time, for new clients only).
Customized additional fees may apply for: high-volume or complicated transactions, multi-entity consolidations, additional tax forms, foreign tax reporting, multi-state filings, or specialized requests.
Software subscription fees are not included in our service fee.
Discounts may apply if you sign up for multiple services (e.g., for both business and personal).
Unused hours for tax notice & audit representation can be carried forward and used in a future year as long as you stay as our client.
We do not offer standalone services (e.g., crypto or tax return prep only) unless you are serviced and referred by one of our referral partners (see the Service Options for Referral Partner Clients below) or if you have a special situation that warrants an exception based on our sole determination.

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.

Premier

Perfect for high-volume or high-net-worth investors seeking comprehensive reconciliation, quarterly planning, and IRS representation coverage for peace of mind.

What's Included

Includes everything in Enhanced, Plus:
Quarterly Proactive Tax Planning
Monthly Tax Snapshots
Monthly Reconciliations
Unlimited Tax Advisory Meetings
Annual Proactive Tax Planning Report
Crypto Portfolio Annual Risk Assessment

Enhanced

Ideal for active investors with more complex transactions who want semi-annual check-ins and proactive tax planning support.

What's Included

Includes everything in Core, plus:
Semi-Annual Check-Ins
Quarterly Reconciliations
Email Support
Up to Four Zoom Meetings
Tax-Loss Harvesting Review
Cold Storage Guidance
IRS/State Representation & Audit Defense

Core

Best for crypto investors who primarily need accurate reconciliation and compliant tax filing, with straightforward tax situations and annual tax guidance.

What's Included

Annual Crypto Reconciliation
Comprehensive Tax Filing & Compliance
Form 1099-DA compliance support
digital records folder
Proactive Tax Planning
Strategies Zoom Session
Year-round Tax Advisory Access

Compare Our plans

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.

Feature

Premier

Enhanced

Core

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

Notes & Add-Ons:

All our service plans include Form 1099-DA compliance support and a digital records folder (for tax returns, e-filing confirmation, crypto tax reports, supporting schedules) to help you with record keeping.
Onboarding & Diagnostic Fee: $500 (one-time, for new clients only)
Customized additional fees apply for: additional tax forms, international reporting, multi-state filings, very large transaction volumes, multi-year reconciliations, or complex transactions (DeFi, NFTs, loans, gaming, foreign accounts, or unsupported platforms), etc.
Software subscription fees are not included in our service fee.
Discounts may apply if you sign up for multiple services (e.g., for both business and personal services, multi-member family group signups).
Unused hours for tax notice & audit representation can be carried forward and used in a future year as long as you stay as our client.
We do not offer standalone services (e.g. crypto or tax return preparation only) unless you are serviced and referred by one of our referral partners (see the Service Options for Referral Partner Clients below) or if you have a special situation that warrants an exception based on our sole determination.

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?

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.