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.
Below is a quick-reference glossary explaining what each service item includes, so clients clearly understand the value provided in each plan.
We carefully reconcile all crypto transactions across wallets and exchanges to ensure accurate accounting and IRS compliance. Audit-ready reports provide clear insights into realized gains, losses, and tax exposure—helping you make better-informed business decisions year-round.
You’ll receive GAAP-compliant financial statements—income statement, balance sheet, and cash flow statement—on a monthly, quarterly, or annual basis, depending on your plan. These reports help you track profitability and business performance with clarity and confidence.
We review your 1099-DA forms and verify them against your internal crypto and accounting records to ensure accuracy. Because 1099-DAs may not include cost basis information, we also calculate and reconcile the correct cost basis for each transaction to ensure proper gain/loss reporting. This comprehensive review helps prevent IRS mismatches, supports accurate tax filings, avoids overstating gains, and keeps your business fully compliant.
Get ongoing access to our CPAs and crypto business specialists for questions, planning, or advisory support. Depending on your plan, you can reach out anytime for expert guidance—not just during tax season.
We provide step-by-step guidance for paying employees or contractors in cryptocurrency, including IRS-compliant reporting, fair market value tracking, and withholding requirements.
Our CPA-level professionals provide oversight of your financial systems, including review of accounting entries, variance analysis, and control checks. This ensures your financials are reliable and investor-ready.
We prepare detailed financial documentation and workpapers for audits, fundraising, or investor reviews, ensuring your books and records meet the highest professional standards for transparency and accuracy.
We maintain your business’s financial books using QuickBooks Online (QBO), recording all fiat transactions, reconciling accounts, and ensuring your financials meet GAAP standards. For crypto-active companies, we integrate fiat and crypto data for a complete, accurate financial picture.
We prepare and file your complete business tax return for the federal government and one state, ensuring full compliance and optimization for deductions and credits. All crypto and traditional financial data are accurately reconciled and documented for audit readiness.
Meet regularly with our CPAs and advisors to review results, refine tax strategies, and plan proactively for growth. We discuss everything from entity structuring to cash flow optimization and crypto tax-saving opportunities.
If you ever face an IRS or state inquiry, our licensed tax professionals will represent your business, manage correspondence, and handle the audit process on your behalf. You’ll have expert defense and peace of mind throughout.
Each quarter, we provide you with a business health report summarizing your key performance metrics, financial trends, and cash flow insights, helping you stay on top of profitability and identify areas for improvement.
We forecast your expected cash inflows and outflows across both fiat and crypto assets, helping you anticipate liquidity needs and plan for major investments or growth initiatives with confidence.
You’ll have a dedicated account manager as your single point of contact—coordinating all deliverables, meetings, and communications to ensure a seamless and personalized experience year-round.
We meticulously match your crypto transactions across exchanges, wallets, and blockchain records to ensure accuracy in gains, losses, and cost basis. Our periodic ‘Tax Snapshot’ summaries keep your crypto tax picture clear year-round so you can make informed investment and withdrawal decisions.
We calculate your quarterly estimated tax payments based on your actual income and crypto gains, helping you stay on track, avoid penalties, and maintain smooth cash flow throughout the year.
We review your 1099-DA forms and reconcile them against your crypto records to ensure full IRS compliance. Because 1099-DAs may not include cost basis details, our team calculates and verifies the correct cost basis for each transaction to ensure accurate gain and loss reporting. This avoids overstating gains, minimizes discrepancies, audit risks, and potential penalties, keeping your filings clean and compliant.
We identify opportunities to sell loss positions to offset gains or reduce taxable income, while advising on timing and documentation to stay compliant with IRS rules.
If you ever receive an IRS or state tax notice, our licensed tax professionals will represent you — handling correspondence, audit defense, and communication with tax authorities to protect your interests.
We review your crypto activity to identify tax and compliance risks — such as unreported wallets or staking income — and provide clear recommendations to strengthen your reporting and reduce audit exposure.
We handle your complete federal and one state tax filing (Form 1040) with all required schedules, accurately incorporating your crypto activity to ensure full compliance and maximize your eligible deductions.
In personalized strategy sessions with our tax experts, you’ll explore tailored ways to minimize taxes — from capital gains timing to charitable giving strategies — before the year ends.
Enjoy convenient access to our CPAs and crypto tax specialists for questions, clarifications, or planning advice anytime during the year — not just at tax time.
We help you streamline your wallet setup for easier tracking and greater security, including recommendations for cold storage and long-term holding strategies.
Each year, you’ll receive a personalized report with forward-looking strategies to reduce taxes and strengthen your overall financial position — giving you clarity and confidence for the year ahead.
Whether you’re scaling a company, managing digital assets, or stewarding family wealth, we help you keep more of what you’ve built.