📣Get Ahead for 2026. Crypto & Tax Support Starts Here.📣
Most CPAs show up once a year to file your return. We show up year-round to reshape your entire tax picture. Chainwise CPA delivers tax planning services built for high-income earners, business owners, and investors who refuse to leave money on the table.
From entity structuring and retirement optimization to estate planning and multi-state strategy, we turn complex tax situations into clear, actionable plans that keep more wealth where it belongs: with you.
Tax planning is part strategy, part structure, and entirely personal. Whether you are scaling a business, managing investment gains, or preparing for retirement, our advisors build a forward-looking plan that adapts as your life and the tax code evolve.
We analyze every income stream, deduction, and credit to build a custom strategy that reduces your effective tax rate. Proactive quarterly projections ensure you are never blindsided at filing time.
S-Corp, LLC, partnership, or trust? We evaluate your business and investment structure to find the entity mix that minimizes self-employment taxes, protects assets, and maximizes long-term savings.
From maximizing 401(k) contributions to implementing Roth conversion ladders and trust-based wealth transfers, we integrate retirement and estate planning into one seamless tax strategy.
Earning income across multiple states or managing complex investment portfolios? We coordinate residency rules, capital gains timing, and cross-border filing to prevent costly compliance gaps.
Crypto assets measured at fair value every period per ASU 2023-08, with gains and losses in net income and audit-ready disclosures built into your financials.
Multi-sig wallet tracking, governance token flows, contributor payments, and grant disbursements—structured for transparency and stakeholder reporting.
Your financial life doesn’t operate in a single tax bracket. We build unified tax plans that integrate earned income, investment gains, business revenue, and retirement distributions into a single, optimized strategy.
Accurate, forward-looking tax planning is the foundation of lasting wealth. With Chainwise, every income source is analyzed and every deduction is captured, giving you a tax strategy you can trust and a roadmap you can follow.
That means fewer surprises at filing time and more confidence when making major financial decisions. We handle the complexity so you can stay focused on earning, investing, and building your legacy.
Our Plans
If your CPA only contacts you in March, you are leaving money on the table every other month.
Our team works alongside you throughout the year, monitoring legislative changes, adjusting projections, and implementing strategies that align your tax obligations with your long-term financial goals.
End-to-end crypto + tax filing handled in one place.
Clients needing prior-year cleanup and reconciliation before tax filing.
Clients needing 2025 crypto reconciliation with accurate prior-year records.
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 to accurate 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.
Starting prices cover a defined base scope. We will review your records to confirm the scope and obtain your approval before any additional work or fees.Â
Budget covered by starting price:Â
We aim to keep pricing predictable and aligned with the actual work required.Â
Our pricing is based on standard assumptions regarding transaction volume, data quality, and overall complexity. Once all necessary records are received, we perform a detailed scope review to confirm the actual work required.Â
Additional fees may apply for:Â
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Any fee adjustments will be communicated transparently and require approval before additional work proceeds.
The 2025 Form 1099-DA reports gross proceeds only, not cost basis. This means the IRS will see numbers that may not reflect your actual taxable gain, unless your records are properly reconciled and reviewed.Â
Without proper reconciliation:Â
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Complex crypto activity often requires wallet-level reconciliation and expert review to produce complete, accurate, and defensible tax reporting.Â
1. Which plan should I choose?
Use the comparison above as a starting point. If you’re unsure which plan fits your situation, schedule a 15-minute pre-engagement call and we’ll explain the differences and next steps.Â
2. Do I need reconciliation if I already used crypto tax software?
In many cases, yes. 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. If more work is needed, we will explain the additional scope and fees and obtain your approval before proceeding.
4. Can I rely on reports prepared by software or other providers?
For accurate and defensible reporting, all crypto activity must be reviewed and reconciled under our methodology.Â
We do not rely on self-prepared or third-party reports without performing our own validation to ensure completeness and consistency.Â
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A client came to us after filing using crypto tax software, reporting a $50,000 gain. After reconciliation, we identified missing transactions and pricing errors, reducing the reported gain by over $35,000 and substantially reducing the client’s reported taxable gain, as well as eliminating discrepancies that could have triggered IRS scrutiny.Â
Not every client is a fit for every firm—and that’s a good thing. See how we ensure each engagement is built on the right alignment of goals, values, and expectations.
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 work—and how we can support your goals with proactive, intelligent tax strategy.
Below is a quick-reference glossary explaining what each service item includes, so clients clearly understand the value provided in each plan.
Our clients include entrepreneurs, investors, and high-income professionals who trust Chainwise to reduce their tax burden and grow their wealth.
We plan with you every quarter, not just at tax time. Proactive strategy sessions keep your plan sharp and responsive all year.
Secure client portals, real-time dashboards, and smart automation mean you always know where your tax strategy stands.
Your dedicated advisor knows your financial picture inside and out. No call centers, no handoffs, just personal attention.
Physicians, attorneys, and executives deserve a CPA who proactively reduces your burden, not one who just reports the damage every April.
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.
A physician saved hundreds of hours and gained total peace of mind as Chainwise simplified crypto tax reporting with precision, responsiveness, and clarity.
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.
Ready to stop reacting to tax season and start planning ahead? Chainwise CPA delivers tax planning services that protect what you have built and position you for what comes next.
Take the first step towards crypto tax clarity today!
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