📣2026 Crypto Tax Compliance Plans Now Available📣
Most CPAs look backward. They tally your income, fill in the forms, and hand you the bill. A Chainwise tax strategist looks forward — designing a year-round plan that restructures your income, accelerates deductions, and positions every dollar for maximum tax efficiency.
Whether you are an entrepreneur scaling a business, an investor managing complex portfolios, or a high-income professional tired of writing six-figure checks to the IRS, our team builds the proactive strategy your financial life demands.
Whether you are a business owner, investor, or high-income professional, our dedicated tax strategists build plans that reduce what you owe and protect what you have earned. Tell us about your situation and we will match you with the right advisor and pricing.
We analyze every income stream, deduction, and credit to build a custom strategy that lowers your effective tax rate. Proactive quarterly projections ensure you never face a surprise bill at filing time.
S-Corp, LLC, C-Corp, or trust? We evaluate your revenue, growth trajectory, and exit timeline to find the entity mix that minimizes self-employment taxes and maximizes your long-term tax savings.
From Roth conversion ladders and defined benefit plans to trust-based wealth transfers, we weave retirement and estate planning into one seamless tax strategy that protects your wealth for decades.
Earning income across multiple states or managing complex investment portfolios? We coordinate residency rules, capital gains timing, and cross-border filing to close every compliance gap before it opens.
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.
Whether you need compliance-focused filing or a full-scale tax strategy engagement, we offer plans built for where you are — and where you are headed.
Every plan includes access to a dedicated Chainwise tax strategist who knows your financial picture inside and out.
For individuals and businesses that need accurate, reliable tax preparation and compliance with a strategic foundation.
Our Plans
Entity restructuring, equity compensation planning, and exit strategy tax modeling — designed for founders who think three moves ahead. Your Chainwise tax strategist builds the plan that keeps growth tax-efficient.
One firm handles reconciliation, filing-ready reports, and your federal + home state tax return.
Annual reconciliation and filing-ready crypto tax reports when another CPA files your return.
A fixed-fee starting point for new clients — scope, complexity, and initial investment estimate.
Annual Crypto Account Reconciliation
Filing-Ready Crypto Tax Reports
1099-DA Matching
Crypto Tax Reporting Guidance
Federal & Home State Tax Return #
Tax Advisory Call (up to 60 minutes)
Priority Onboarding & Scheduling
Written Assessment Report
Complexity Assessment
Data Quality Assessment
30-Minute Consultation
Initial Investment Estimate for Reconciliation Work
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.
*The starting price covers up to 6 hours of crypto account reconciliation. Additional time required will be charged at $450 per hour.
Onboarding & Diagnostic Fee (For new clients only):
#Base fee covers a standard tax return, including up to:
A fee assessment will be performed after we have received all your information and can see the full picture of your situation. We will let you know if an additional fee is required and get your approval before proceeding with any additional work.
The 2025 Form 1099-DA reports gross proceeds only, not cost basis. Accurate reporting requires wallet-level reconciliation and expert review.
Without proper reconciliation:
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.
Businesses that want fully aligned crypto, accounting, and tax handled end-to-end by one provider.
Businesses working with another CPA but needing clean, reconciled crypto and accounting records for filing.
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.
Additional fees may apply for:
This is a targeted, compliance-focused after year end cleanup, not a full bookkeeping engagement.
Included (for 2025):
Not included:
Any work outside this scope must be approved under a separate engagement.
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.
Do not just take our word for it. Hear from the entrepreneurs, investors, and high-income professionals who trust Chainwise as their tax strategist. Our clients’ results speak for themselves.
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 shaping your financial future? Chainwise pairs you with a dedicated tax strategist who protects what you have built and positions you for what comes next.
Take the first step towards crypto tax clarity today!
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