A couple seated across from an expert Tax Planning and Advisory CPA smiling, discussing future financial strategy, crypto advisory, and tax compliance, in a modern well-lit office space, surrounded by a laptop, coffee cup and tablet.

Professional Tax Services

TAX SERVICES FOR PEOPLE WHO VALUE WHAT THEY EARN

Need crypto reconciliation and tax filing? Our compliance-focused services are designed to deliver accurate reporting and compliant tax return preparation, without bundled advisory or unnecessary extras.

We provide CPA-level expertise with clearly defined scope and transparent pricing to support accurate, compliant filing.

Choose Your Tax Plan

Tax Services Built Around Your Needs, Not Ours

Get crypto reconciliation, tax filing, or both—built around your actual situation, not a one-size-fits-all package. Our crypto and traditional tax expertise for just what you need—without the premium price tag.

These compliance-only service plans are designed for clients engaging after the close of Tax Year 2025, when proactive tax planning opportunities are no longer available.

Comprehensive

Clients needing full 2025 crypto reconciliation and tax filing support.

Crypto Only

Clients using another tax preparer but needing accurate 2025 crypto reconciliation.

Tax Only

Traditional clients without crypto involvement that focus on 2025 taxes.

Feature

Comprehensive

Crypto Only

Tax Only

One-time TY2025 Engagement

Federal & State Tax Return Preparation

Crypto Reconciliation & Tax Reports for TY2025

Form 1099-DA Matching

Coordination between crypto tax report and tax return preparation

Comprehensive

Businesses needing full 2025 crypto reconciliation, accounting cleanup & tax filing.

Crypto Only

Businesses using another tax preparer but needing accurate 2025 crypto + accounting record.

Tax Only

Traditional businesses without crypto activity in 2025.

Feature

Comprehensive

Crypto Only

Tax Only

One-time TY2025 Engagement

Annual Business Tax Return – Federal + 1 state

Crypto Reconciliation & Accounting Cleanup for TY2025

Form 1099-DA Matching

Coordination between crypto tax report and tax return preparation

Important Note:

Clients with crypto activity are not eligible for Tax–Only services. Compliant tax return preparation requires integrated crypto reconciliation and reporting provided by our firm due to regulatory and risk considerations.

View Our Pricing

Find Out The Details

The TY2025 tax season is approaching. Our compliance-focused services are designed to support accurate reporting and timely filing, from straightforward situations to complex crypto activity.

Fill out the form below to receive pricing details based on your filing requirements.

1
2
Get pricing today — are you looking for business or individual tax support? *
Share a few details about your business so we can align your accounting, tax, and planning strategy from day one.
Which areas do you need help with? *
Tell us a bit about your situation so we can match you with the right advisor and pricing for your tax and wealth goals.
Which areas do you need help with? *

About Us

Why Choose Chainwise CPA?

Most firms understand either traditional tax or crypto—but rarely both. We bridge that gap with specialized CPAs and crypto experts who ensure your books are accurate, your taxes are minimized, and your business is always audit- and investor-ready.

Integrated, Not Isolated

We combine traditional finances, digital assets, and strategic tax planning into one cohesive approach that protects and grows your wealth.

Tailored To You

Serving investors and families with sophisticated needs. We understand complex financial situations and provide the guidance you deserve.

Proactive, Not Reactive

Year-round planning to identify opportunities, minimize liabilities, and keep you prepared for exits, audits, and major life transitions.

What Our Clients Say

Trusted by Taxpayers Nationwide

Don’t just take our word for it – hear from the clients we’ve helped navigate the complex world of cryptocurrency and traditional taxation. Our clients’ success stories speak volumes about our expertise, dedication, and the real-world impact of our services.

ChIJ1 4T8rdJtokRkEyp kH9PvY 875c5b562b1c02e18b6d356646cc7f5a 2
Anthony S.
16:55 17 Oct 25
I was very happy with the service I received from Chainwise CPA and Polygon Advisory Group. Finding someone to prepare my crypto tax return was challenging. But Chainwise CPA group had the experience and knowledge base in crypto taxes to get the job done very efficiently. I am thankful for their service and helping me through this process.
ChIJ1 4T8rdJtokRkEyp kH9PvY 100c2257edba0abe9f8cb2eb2f3a9a35 5
Jon Luk P.
06:25 17 Jun 25
Excellent crypto tax service. Highly recommend!
ChIJ1 4T8rdJtokRkEyp kH9PvY b78baa5665c9d697e5486a4d07adb6ea 2
Brent P.
20:09 14 Jun 25
I have been using Sharon and her team for several years and they have always been attentive, quick to respond, and courteous. They have navigated a lot of complex issues in the world of Crypto-assets. They navigate effortlessly through CoinTrackin.info
ChIJ1 4T8rdJtokRkEyp kH9PvY 381c1c428c80779fd41979f553314ff5 5
Paul M.
16:42 11 Jun 25
A very complete service if youre serious about doing crypto right. Very prompt service and great about establishing clear guidelines and deliverables.
ChIJ1 4T8rdJtokRkEyp kH9PvY ba00bc68b6578e9fd4abf9730765333a 5
Anupam B.
20:07 24 Mar 25
I recommend Chainwise CPA because they were professional, cost efficient, competent and courteous in the tax services they provided me. They did my Federal and state tax returns for cryptocurrency transactions in addition to the tax work on my incomes from pensions and annuities, interest and dividend earnings. They were thorough in their work, and patient with me. I would recommend them because they are world-class and reliable in what they do.
ChIJ1 4T8rdJtokRkEyp kH9PvY 64121c1df9a9dc22944d5448dae01ef3 5
Alberto M.
15:35 17 Mar 25
Sharon Yip and the whole team were amazing, they were able to help me get all my crypto aligned and tracked all my transactions to identify my gains and losses for me to properly complete my 2024 taxes.
The whole time the team provided timely responses and were able to guide me during the whole process and explained what was being done.
Had a couple of zoom calls before even starting working with them to clarify if they were the correct people to help me with my crypto situation.
Very knowledgeable, helpful, courteous, highly recommended
ChIJ1 4T8rdJtokRkEyp kH9PvY 1ad1cc7a38afcfe1c35631fabdc305de 5
Demetre
20:07 16 Mar 25
Chainwise is patient and professional year-in and year-out. I deeply appreciate working with them-
ChIJ1 4T8rdJtokRkEyp kH9PvY 9d1b0ab69cb22b3ebba179925b170186 5
Laura R.
18:44 05 Mar 25
I experience Chainwise CPA as responsive to me as an individual client, meeting my needs and inquiries on a timely basis. I experience their staff as knowledgable, curious in a beneficial way, providing service from integrity and awareness. I use Chainwise CPA for both crypto reconciliation and tax preparation. I find their service solid, progressive. I experience their corporate core values align with my personal core values. This creates relationship, collaboration and results I can trust. I highly recommend their services.
ChIJ1 4T8rdJtokRkEyp kH9PvY 2f17feb06d8bb9d6d5393361ef1ed65e 5
Jameel N.
14:38 09 Jan 25
Chainwise CPA has helped me out quite a few times. Trying to navigate the world of taxes and crypto is not easy at all. The team has answered my all questions even going above and beyond at times to make sure I was set up for success. They are always friendly and can help you if you are a crypto investor that needs to stay up to date with the latest and greatest. Thank you for all that you have done and the help I know I can lean on you for in the future!
ChIJ1 4T8rdJtokRkEyp kH9PvY bca68d4931fdfe05bb465dbd5f7bec41 5
A. B.
17:51 08 May 24
I was new to crypto trading and lacked knowledge about how crypto transactions are taxed and how to report crypto profits and/or capital gains to the IRS. As a new customer, I contacted Polygon Advisory Group services to prepare my tax documents for both all my crypto transactions and for my regular income and other financial investment earnings. Their services were comprehensive and thorough and in compliance with every detailed aspect of my IRS and Virginia tax filing requirements.

Case Studies

Success Stories from Clients Who Plan Ahead

From startup founders to seasoned professionals, our clients turn complexity into clarity. Explore how proactive tax strategy helps high-achievers preserve wealth, stay compliant, and plan with confidence.

Individual Client

From Confusion to Confidence: A Physician’s Crypto Tax Journey

A physician saved hundreds of hours and gained total peace of mind as Chainwise simplified crypto tax reporting with precision, responsiveness, and clarity.

Individual Client

Peace of Mind, Not Panic: One Developer’s Crypto Tax Solution

A developer reconciled 10,000 crypto transactions and saved 200 hours while gaining confidence, clarity, and relief through expert, hands-on CPA support.

All case studies are based on real client submissions collected through our Case Study Questionnaire. Each story is shared with permission and reflects genuine results from actual Chainwise CPA engagements.

Get Started Today

Get Personalized Tax Planning

Don’t let the IRS catch you off guard. Partner with our CPA team and turn your tax challenges into opportunities for growth and savings.

    • A comprehensive review of your crypto portfolio
    • Personalized tax strategy recommendations
    • Clear answers to your burning crypto and traditional tax questions

Take the first step towards tax clarity today!