We Make it Easy as 1-2-3

Why Work With Our Crypto Tax Consultants

Expert oversight

Complex Portfolio Expertise

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.

CPA-Ready

Human-Verified Reports

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.

Secure

CPA-Ready Output

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.

What a Crypto Tax Consultant Handles

A crypto tax consultant focuses on the accuracy and structure of digital asset data before filing takes place.

Portfolio

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.

Reconciliation

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.

DeFi

DeFi and NFT Reconciliation

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.

Active Trader

Active Trader Support

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.

Multi-Wallet

Multi-Wallet 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.

Business

Business 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

Step 1
Connect

Secure Data Access

Upload CSV files or connect wallets and exchanges through our secure portal.

Step 2
Organize

Data Consolidation

We organize activity across wallets, exchanges, and on-chain platforms into a unified transaction history.

Step 3
Reconcile

Full Reconciliation

A crypto tax specialist examines and reconciles every transaction, rebuilds cost basis where needed, and corrects data issues.

Step 4
Verify

Human Verification

A digital asset specialist verifies the completeness and accuracy of your records to ensure reporting readiness.

Step 5
Reports

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

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.

Real Stories, Real Results

What Our Clients Say

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

Book a Meeting

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.

Frequently Asked Questions

A crypto tax consultant focuses on the accuracy and structure of digital asset data before filing. We consolidate transaction activity, rebuild cost basis, correct software errors, and prepare structured crypto tax reports.

We work with active traders, DeFi participants, NFT investors and creators, multi-wallet investors, and businesses using crypto.

Yes. We manually reconcile all DeFi and NFT activity including staking, liquidity pools, lending, mints, trades, royalties, and gas fees.

Yes. We rebuild historical activity to restore accurate cost basis when records are incomplete or contain errors.

Yes. Your data stays under your control. Our U.S.-based team works within secure systems, and we never request private keys.

Book a consultation through our secure portal. A crypto tax specialist will review your portfolio and guide you through next steps.