What a Crypto Tax Consultant Handles

A crypto tax consultant focuses on the accuracy and structure of digital asset data before filing takes place. At Count On Sheep, our work centers on consolidating transaction activity, rebuilding cost basis, correcting software errors, and preparing structured crypto tax reports that support accurate filing by licensed professionals.

We do not file tax returns or provide professional tax advice. Our role is to prepare clean, human-verified documentation that supports accurate filing when portfolios involve high transaction volume, multiple wallets, or complex on-chain activity.

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Matt Liong

Senior Tax Data Manager
Book a Meeting with Matt

Dedicated Oversight for Complex Crypto Portfolios

When crypto activity becomes difficult to untangle, clarity comes from having a real specialist accountable for the work. Every engagement at Count On Sheep is overseen by an experienced digital asset reconciliation lead who manages the process from intake through final delivery.

Your transaction data is examined across wallets, exchanges, and on-chain activity, then reconciled into a complete and consistent history. This hands-on oversight ensures nothing is missed and that your crypto tax reports are delivered in a format your CPA or tax software can rely on.

Matt Liong

Senior Tax Data Manager
Book a Meeting with Matt

Our Crypto Tax Consultant Process

Our crypto tax consulting services are designed for portfolios that require human verification and deep transaction-level work.

Layer_1

Digital Asset Reconciliation

We examine and reconcile digital asset activity across wallets, exchanges, and blockchains. This includes spot trades, transfers, staking rewards, liquidity events, NFT activity, and on-chain movement. Missing data, mislabeled transfers, and broken histories are corrected to produce clean records.

Layer_1 (1)

Cost Basis Reconstruction

When the cost basis is incomplete or inaccurate, we rebuild historical activity from the ground up. This is especially important for clients with long-term holdings, migrations between platforms, or multi-year gaps caused by software errors.

Layer_1 (2)

DeFi and NFT Activity Support

Automated tools often fail to capture DeFi and NFT activity accurately. We manually reconcile liquidity pools, lending, borrowing, farming, wrapping, bridging, mints, flips, royalties, and gas fees so these events are reflected correctly in your crypto tax reports.

Layer_1 (3)

High-Volume Trading and Futures Activity

Active traders using spot markets, futures, or derivatives receive a detailed, human-verified breakdown of trading activity. We consolidate data across exchanges and platforms to ensure gains and losses are calculated accurately.

Layer_1 (4)

Multi-Wallet and Multi-Chain Consolidation

For clients managing activity across multiple wallets and chains, we bring everything into a single, structured dataset. This allows your CPA or tax software to work from one accurate source of truth.

Layer_1 (5)

Business and Web3 Documentation Support

For businesses that accept crypto or hold digital assets, we provide digital asset reconciliation and structured transaction records. This includes support for specialized situations such as bankruptcy-related activity and 1099-DA preparation support for accurate CPA filings.

Layer_1

Digital Asset Reconciliation

We examine and reconcile digital asset activity across wallets, exchanges, and blockchains. This includes spot trades, transfers, staking rewards, liquidity events, NFT activity, and on-chain movement. Missing data, mislabeled transfers, and broken histories are corrected to produce clean records.

Layer_1 (1)

Cost Basis Reconstruction

When the cost basis is incomplete or inaccurate, we rebuild historical activity from the ground up. This is especially important for clients with long-term holdings, migrations between platforms, or multi-year gaps caused by software errors.

Layer_1 (2)

DeFi and NFT Activity Support

Automated tools often fail to capture DeFi and NFT activity accurately. We manually reconcile liquidity pools, lending, borrowing, farming, wrapping, bridging, mints, flips, royalties, and gas fees so these events are reflected correctly in your crypto tax reports.

Layer_1 (3)

High-Volume Trading and Futures Activity

Active traders using spot markets, futures, or derivatives receive a detailed, human-verified breakdown of trading activity. We consolidate data across exchanges and platforms to ensure gains and losses are calculated accurately.

Layer_1 (4)

Multi-Wallet and Multi-Chain Consolidation

For clients managing activity across multiple wallets and chains, we bring everything into a single, structured dataset. This allows your CPA or tax software to work from one accurate source of truth.

Layer_1 (5)

Business and Web3 Documentation Support

For businesses that accept crypto or hold digital assets, we provide digital asset reconciliation and structured transaction records. This includes support for specialized situations such as bankruptcy-related activity and 1099-DA preparation support for accurate CPA filings.

Our Crypto Tax Consultant Process

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  • Step 1: Secure Data Access - aUpload CSV files or connect wallets and exchanges through our secure portal.
  • Step 2: Data Consolidation - We organize activity across wallets, exchanges, and on-chain platforms into a unified transaction history.
  • Step 3: Full Reconciliation - A crypto tax specialist examines and reconciles every transaction, rebuilds cost basis where needed, and corrects data issues.
  • Step 4: Human Verification - A digital asset specialist verifies the completeness and accuracy of your records to ensure reporting readiness.
  • Step 5: CPA-Ready Crypto Tax Reports - You receive structured output, including Form 8949 data, gain and loss summaries, and supporting documentation prepared for accurate filing.
  • Step 6: File Through Your CPA - Use your completed reports with your CPA or preferred tax software. We remain available for clarification on the reconciliation work completed.
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Who Our Crypto Tax Consultants Work With

Our crypto tax consulting services support clients with complex digital asset activity that requires more than automated reporting tools.

  • Active Traders: We reconcile high transaction volume across multiple exchanges to ensure accurate gain and loss reporting.
  • DeFi Participants: Staking, liquidity pools, lending, borrowing, and bridging activity is manually reconciled to correct incomplete or mislabeled software records.
  • NFT Investors and Creators: We organize NFT mints, trades, royalties, and gas fees across chains to produce accurate transaction histories.
  • Multi-Wallet Investors: Activity across multiple wallets and platforms is consolidated into a single structured dataset.
Businesses Using Crypto: We prepare reconciled digital asset records that support accurate reporting through accounting teams or CPAs. ####

Why Work With Our Crypto Tax Consultants

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Built for Complex Portfolios

We specialize in situations where automated tools fail. Multi-wallet portfolios, DeFi activity, NFTs, and high transaction volume require hands-on digital asset reconciliation to produce accurate results.



2-1

Human-Verified Accuracy

Every transaction is examined and reconciled by specialists experienced with complex digital asset activity. This reduces errors caused by software gaps and supports confident filing through your CPA or tax software.

3-1

CPA-Ready Documentation

Our output is structured to integrate smoothly into professional filing workflows. Your CPA receives organized, defensible crypto tax reports they can rely on without additional cleanup.



Real Stories, Real Results

What Our Clients Say

Reputation is everything! See what our clients are saying about our service and team.

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Speak With a Crypto Tax Expert

Begin with a free consultation led by a Senior Crypto Tax Professional, or upgrade to a paid session with a Former Big 4 Blockchain Manager for a detailed discussion around your crypto portfolio's needs.

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We Pilot These
Softwares & More...

Our dedicated team of Blockchain Accountants work seamlessly in these leading crypto tax softwares.

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Frequently Asked Questions About Crypto Tax Consultants

A crypto tax consultant prepares and reconciles digital asset transaction data before tax filing. This includes consolidating wallets and exchanges, rebuilding cost basis, correcting software errors, and producing structured crypto tax reports that CPAs or tax software can use for filing.

You may benefit from working with a crypto tax consultant if your digital asset activity goes beyond basic buying and selling. This includes situations involving multiple wallets, multiple exchanges, DeFi participation, NFT transactions, futures trading, or high transaction volume. When automated software produces incomplete or inaccurate results, a crypto tax consultant helps reconcile activity and prepare structured crypto tax reports that support accurate filing through your CPA or tax software.

Crypto tax software relies on automated assumptions. A crypto tax consultant manually examines and reconciles each transaction to ensure accuracy, especially for complex portfolios involving DeFi, NFTs, multiple wallets, or high trading volume.

No. We do not file tax returns, provide tax advice, or represent clients before tax authorities. We prepare accurate crypto tax reports that licensed professionals can use during the filing process.

Yes. We correct mislabeled transfers, missing cost basis, duplicated transactions, and other common errors created by automated tools. Our process rebuilds clean, defensible records.

Crypto tax consultants are best suited for traders, investors, founders, and businesses with complex activity, including multi-wallet setups, DeFi participation, NFT transactions, high-frequency trading, or multi-year reporting issues.

Yes. We reconcile DeFi and NFT activity, such as staking, liquidity pools, lending, borrowing, mints, sales, royalties, bridging, wrapping, and gas fees to ensure correct tax treatment.

Yes. We support active spot, futures, and derivatives traders by reconciling high transaction volume across multiple exchanges and platforms to produce accurate gain and loss reporting.

Yes. We work with businesses that accept crypto payments or hold digital assets by preparing structured transaction records and reconciliation output for their accounting teams or CPAs.

Yes. We align your digital asset activity with exchange-issued 1099-DA data and provide reconciled documentation that supports accurate CPA filing.

No. We create a complete audit trail and reconciled documentation for licensed professionals to use if needed. Direct communication with tax authorities is handled by CPAs or partner firms.

Our work is billed hourly based on transaction volume, complexity, and seasonality. Pricing is discussed during onboarding after reviewing your wallets and activity.

Yes. We never request private keys. All data is handled securely, and you remain in full control of wallet access throughout the process.

You can book a consultation to review your portfolio structure, transaction volume, and reporting needs. From there, we outline the scope, timeline, and next steps before any work begins.

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