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 bothโbuilt around your actual situation, not a one-size-fits-all package. Our crypto and traditional tax expertise for just what you needโwithout 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.
Complete Reconciliation
Full multi-year cleanup and accurate crypto records for all years.
Feature
Full-Service Filing
Complete Reconciliation
Review & Cleanup
One-time TY2025 Engagement
2025 Federal & State Tax Return Preparation
Crypto Diagnostic Review (2025 only)
2025 Transaction Review & Corrections (major issues only)
Multi-Year Cleanup (Pre-2025)
Wallet-by-Wallet Transition (Rev. Proc. 2024-28)
1099-DA Matching/Review
Filing-Ready Crypto Tax Reports for 2025
Filing-Ready Crypto Tax Reports for All Years
Coordination Between Crypto & Tax Filing
Correct Crypto Tax Return Filing for 2025
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
Additionalย fees may apply based on complexity, including:ย
- High transaction volume or multiple wallets/exchangesย ย
- Complex activity (DeFi, NFTs, staking, derivatives, etc.)ย ย
- Multi-year cleanup or prior-year correctionsย ย
- Wallet-by-wallet transition (ifย required)ย ย
- Incomplete or inconsistent recordsย ย
- For Full Filing Support: complex tax situations (multi-state, international,ย additionalย forms)ย 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 firmโand thatโs 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 workโand 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.
Full-Service Filing
Businesses that want fully aligned crypto, accounting, and tax handled end-to-end by one provider.
Complete Reconciliation
Businesses working with another CPA but needing clean, reconciled crypto and accounting records for filing.
Feature
Full-Service Filing
Complete Reconciliation
One-time engagement (TY2025)
2025 Business Tax Return Preparation (Federal + Home State)
Crypto Diagnostic Review
Full Crypto Reconciliation
Accounting Cleanup
Wallet-by-Wallet Alignment
Form 1099-DA Matching
Filing-Ready Financials & Crypto Reports
Coordination Between Crypto, Accounting & Tax Filing
Pricing is based on standard assumptions and 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.
Additionalย fees may apply for:ย
- Complex crypto activity (DeFi, NFTs, staking, etc.)ย ย
- Multi-entity structures or consolidationsย ย
- Significant cleanup or historical correctionsย ย
- Additionalย tax forms or multi-state/international filingsย ย
- Incomplete or disorganized recordsย
This is a targeted, compliance-focusedย after year endย cleanup,ย not a full bookkeeping engagement.ย
Included (forย 2025):ย
- Full crypto reconciliationย ย
- Light bookkeeping support for crypto-related adjustmentsย ย
- High-level review of accounting recordsย ย
- Targeted year-end adjustmentsย ย
Not included:ย
- Full bookkeepingย ย
- Multi-year cleanupย ย
- Prior-year correctionsย ย
- Ongoing accounting servicesย ย
- Controller-level oversight
ย
Any work outside this scope must be approvedย under a separate engagement.ย
Right Fit Client
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.
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 workโand 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.
Important Note:
Clients with crypto activity are not eligible for TaxโOnly 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.
About Us
Why Choose Chainwise CPA?
Most firms understand either traditional tax or cryptoโbut 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
Donโt just take our word for it โ hear from the clients weโve helped navigate the complex world of cryptocurrency and traditional taxation. Our clientsโ success stories speak volumes about our expertise, dedication, and the real-world impact of our services.
As I researched this topic, one crypto advisory group clearly stood out amongst their competition, and that was Polygon Advisory Group. Before I could sign up with them, I had to have brief meeting with them to see if my needs and their talents would align. After our 15 minute intro meeting, I was more than convinced they had the skillset, and desire, to unravel my crypto challenges.
I have to commend Daniel B. and his extraordinary talent to analyze my crypto reports and then provide reconciliation for all of my accounts. He was also intuitive to recognize many gaps in my information and then investigate deeper to connect all of the data points. There is no possible way I could have performed such a feat by myself. When all was finished, Daniel went back in my previous tax returns and even recommended that I file amendments for the last 5 years, and that ended up saving me a lot of money (excess $10K) due to me incorrectly reporting my crypto income.
Closing: So many companies are only willing to document the numbers that you provide them and then quickly close your file. Polygon Advisory Group digs in deep and investigates the incomplete files/data and helps you bring resolve to your crypto headaches. I'll use them again next year, as they have my complete trust!
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
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 Physicianโs 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 Developerโs 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
Donโt 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!