๐ฃStill need to file for 2025? Get your crypto & taxes right.๐ฃ
Most CPAs look backward. They tally your income, fill in the forms, and hand you the bill. A Chainwise tax strategist looks forward โ 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 disbursementsโstructured 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 โ and where you are headed.ย
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 โ designed for founders who think three moves ahead. Your Chainwise tax strategist builds the plan that keeps growth tax-efficient.
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 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.
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
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
ย
Any fee adjustments will be communicated transparently and require approval beforeย additionalย work proceeds.
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
ย
Complex crypto activity often requires wallet-level reconciliation and expert review to produce complete,ย accurate, and defensible tax reporting.ย
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
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
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.
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.
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 (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
ย
Not includedย in the starting price: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
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
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.
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
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.
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.
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 clientsโ 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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