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.
2025 Full-Service Filing โ Crypto + Tax
End-to-end crypto + tax filing handled in one place.
Complete Reconciliation โ 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 toย accurateย 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 โ 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.ย
- 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 andย obtainย your approval before anyย additionalย work or fees.ย
Budget covered by starting price:ย
- 2025ย Full-Service Filingย โ Crypto +ย Tax โ up to 6 hours of crypto work, plus 2025 federal and one home-state individual income tax return preparation:ย
- Federal:ย up to two W-2s, five 1099-INT/DIV, five 1099-B, crypto sales, and Schedule Aย ย
- Home state:ย up to two state adjustmentsย
- Complete Reconciliation – All Yearsย –ย up toย 6 hours of cryptoย reconciliation workย
- 2025 Crypto Reconciliation & Reportingย –ย up toย 4ย hours of cryptoย reconciliation workย
We aim to keep pricing predictable and aligned with the actual workย required.ย
Our pricing is based on standard assumptionsย regardingย transaction volume, data quality, and overall complexity.ย Once all necessary records are received, we perform a detailedย scopeย review to confirm the actual workย required.ย
Additionalย fees may apply for:ย
- High transaction volumes orย aย large number ofย wallets/exchangesย ย
- Complex crypto activity (DeFi, NFTs, staking, derivatives, etc.)ย ย
- Prior-year or multi-year work beyond included hoursย
- Wallet-by-wallet transitionย when not included in the selected planย
- Incomplete or inconsistent recordsย ย
- For theย Full-Service Filingย plan: complex tax situations (multi-state, international,ย additionalย tax forms such as Schedule C, Schedule E, multiple K-1s, FBAR, etc.)ย
ย
Any fee adjustments will be communicated transparently and require approval beforeย additionalย work proceeds.
Why Accurate Crypto Reporting Matters
The 2025 Form 1099-DA reports gross proceeds only, not cost basis.ย This means the IRS will see numbers that may not reflect your actual taxable gain,ย unless your records are properly reconciled and reviewed.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
ย
Complex crypto activity often requires wallet-level reconciliation and expert review to produce complete,ย accurate, and defensible tax reporting.ย
Frequently Asked Questions
1. Which plan should I choose?
Use the comparison above as a starting point. Ifย you’reย unsure which plan fits your situation, schedule a 15-minute pre-engagement call andย we’llย explain the differences and next steps.ย
2. Do I need reconciliationย if I alreadyย usedย crypto tax software?
In many cases, yes.ย 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.ย Ifย moreย work is needed, we will explain theย additionalย scope and fees and obtain your approval beforeย proceeding.
4. Can I rely on reports prepared by software or other providers?
Forย accurateย and defensible reporting, all crypto activity must be reviewed and reconciled under ourย methodology.ย
We do not rely on self-prepared or third-party reports without performing our own validation to ensure completeness and consistency.ย
ย
Real Client Example
A client came to us after filing using crypto tax software, reporting a $50,000 gain.ย After reconciliation, weย identifiedย missing transactions and pricing errors,ย reducing the reported gain by over $35,000ย andย substantially reducingย the client’s reported taxable gain, as well asย eliminatingย discrepancies that could have triggered IRS scrutiny.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.
Crypto & Accounting Cleanup
Businesses working with another CPA but needing clean, reconciled crypto and accounting records for filing.
Feature
Full-Service Filing
Crypto & Accounting Cleanup
One-time engagement (TY2025)
2025 Business Tax Return Preparation (Federal + Home State)
Crypto Diagnostic Review
Full Crypto Reconciliation (2025)
Accounting Cleanup
Wallet-by-Wallet Alignment
Form 1099-DA Matching
Filing-Ready Financials & Crypto Reports
Coordination Between Crypto, Accounting & Tax Filing
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 supportย with focus onย crypto-relatedย entriesย ย
- High-level review of accounting recordsย ย
- Targeted year-end adjustmentsย ย
ย
Not includedย in the starting price:ย
- Full bookkeepingย ย
- Multi-year cleanupย ย
- Prior-year correctionsย ย
- Ongoing accounting servicesย ย
- Controller-level oversightย ย
ย
Any work outside this scope must be approvedย under a separate engagement.ย
Accounting and crypto software subscription fees are not included in our service fee. “Clients may subscribe to QuickBooks Online through our firm, with plans starting at $55 per month, or obtain a subscription directly from QuickBooks. Clients are also responsible for the cost of any crypto tax or accounting software subscriptions they choose to use.
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.ย
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 ย
Why Accurate Crypto Reporting Matters for Businesses
Form 1099-DA reports gross proceeds only,ย not cost basis.ย Accurate reporting requires alignment across crypto, accounting, and tax.ย
Without proper reconciliation:ย
- Income may be overstated or understatedย ย
- IRS mismatches increaseย ย
- Financial reporting risks increaseย ย
Frequently Asked Questions
1. Which plan is right for my business?
Weโll guide you based on your actual structure and activity. Most business clients begin with a pre-engagement call, where we review your crypto activity, accounting set-up, and tax requirements to recommend the appropriate plan.
2. What does crypto reconciliation involve?
We review and align your crypto transactions across wallets and exchanges, then reconcile them to your accounting records to ensure accuracy and consistency.
3. What does your starting price for each service plan cover?
The starting price covers a typical engagement, including up to 15 hours of crypto reconciliation, 1099-DA matching, tax reports, crypto tax workpapers, and journal entries, plus up to 4 hours of light bookkeeping support, including crypto journal entries and a high-level financial statement review to identify issues before tax return filing.
The Full-Service Filing plan includes the same crypto reconciliation and bookkeeping support, plus preparation of the 2025 federal and home-state business tax return, including the standard tax workpapers, schedules, and applicable tax election statements.
Budget reallocations may be made based on each client’s specific circumstances. If additional complexity or work outside the standard scope is identified after reviewing your records, we will discuss the scope and obtain your approval before proceeding with any fee adjustments.
Real Client Example
A crypto business had inconsistent wallet records and accounting books, resulting in overstated income and uncertainty before tax filing. After completing our reconciliation and accounting cleanup, the records were fully aligned, taxable income was corrected, and the business was able to file with confidence using accurate, defensible documentation.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!