📣Crypto Reconciliation & Tax Return Preparation - Compliance-Focused Service Plans Available📣
Each service plan is for services on an annual basis. Any multi-year crypto reconciliation or tax return preparation for multiple years or multiple states will most likely cost more than the starting price.
The Core Plan is designed for clients with straightforward tax situations and moderate crypto activity.
– Client traded on 2–3 centralized exchanges (e.g., Coinbase, Kraken, Gemini) with fewer than 2,000 total transactions.
– Activities limited to basic buy/sell/swap trades and a few staking or interest rewards.
– No DeFi, NFT, or lending activity.
– U.S. resident with W-2 or simple 1099 income, filing in one state.
– Tax return includes Form 1040, Schedule 1, Schedule D, and Form 8949 for crypto gains/losses.
– Annual wallet-by-wallet reconciliation using imported CSVs or API data.
– Preparation and filing of federal and one state tax return.
– Annual tax planning Zoom session and quarterly estimated tax calculations.
– Up to 1–2 follow-up emails for clarification or guidance after filing.
– Your transaction volume is large or involves DeFi, NFTs, staking, loans, or gaming activities
– You have international or multi-state filing requirements
– You need multi-year reconciliations or prior-year amendments
– Your records are incomplete and require data clean-up or reprocessing
– You hold foreign crypto accounts or use unsupported platforms
The Enhanced Plan is ideal for active investors with more complex tax profiles and multiple wallets or exchanges.
– Client uses 4–6 exchanges/wallets, including one decentralized platform (e.g., Uniswap or MetaMask).
– Total transactions between 2,000–5,000, including swaps, staking rewards, and small NFT sales.
– May have a prior-year carryover loss to track.
– Files federal and one or two state returns.
– No major missing data or untracked transactions.
– Quarterly reconciliations and reports.
– Tax filing for the client and spouse (if applicable), including a simple Schedule C for business income/expenses or one Schedule E for rental income/expenses.
– Semi-annual tax planning sessions and quarterly estimated tax calculations.
– Up to 4 Zoom consultations annually and 2 hours of IRS/state audit defense.
– Tax-loss harvesting review and wallet consolidation recommendations.
– Your transactions span multiple wallets, chains, or exchanges that require manual consolidation
– You have multi-entity ownership (e.g., investments held through LLCs)
– You trade on decentralized platforms requiring detailed on-chain tracing
– You require non-standard forms (e.g., foreign disclosures, K-1s, 2555, 3520, etc.)
– You request extensive ad-hoc consultation or additional audit support beyond plan coverage
The Premier Plan is best suited for high-volume or high-net-worth investors with complex crypto and multi-state tax needs.
– Client trades across 8–10 exchanges/wallets (e.g., Coinbase, Kraken, MetaMask, and hardware wallets).
– Total transactions between 5,000–10,000 across multiple blockchains.
– Participates in DeFi staking, yield farming, or lending on major platforms (e.g., Aave, Curve, Compound).
– May hold several NFTs with trackable cost basis.
– Requires federal and multiple-state tax filings (up to 3–4 states).
– Monthly reconciliations and portfolio snapshots.
– Full crypto-to-tax integration and compliance filing.
– Quarterly proactive tax strategy sessions with real-time advisory access.
– Preparation of complex return (Forms 1040, Schedules C/D/E, 1116, 8949, etc.).
– Up to 8 hours of IRS/state audit representation.
– Annual tax planning report and crypto portfolio risk review.
– You have extraordinary crypto activity (tens of thousands of transactions, complicated DeFi transactions, bridge/wrapped tokens, crypto loan liquidation etc.)
– You require specialized reporting (international holdings, multi-state or trust filings)
– You need multi-year reconciliations, amended returns, or catch-up filings
– You request expanded audit or consulting work beyond 8 hours included
– There’s a need for third-party data correction or software troubleshooting
After you complete onboarding and upload all required information:
1. Our team conducts a diagnostic review to understand your actual data volume, complexity, and reporting requirements.
2. We begin initial work (reconciliation or tax setup) to uncover any hidden data gaps or extra work needs.
3. If your situation requires more work than covered by your plan’s starting price, we’ll pause and send you a customized fee quote before continuing.
4. You can then decide whether to proceed with the additional work — no surprises.
– Ensures fair pricing for every client based on actual complexity
– Allows our team to start work faster instead of spending time on unpaid assessments
– Creates full transparency before any additional cost is incurred
– Keeps the process simple, consistent, and stress-free for both sides
Whether you’re scaling a company, managing digital assets, or stewarding family wealth, we help you keep more of what you’ve built.