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Matt-Liong-Headshot

Matt Liong

Senior Tax Data Manager
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Dedicated Oversight for Crypto Tax Form Preparation

When crypto activity becomes difficult to organize, accountability matters. 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 reviewed across wallets, exchanges, and on-chain activity, then reconciled into a complete and consistent history. This ensures cryptocurrency tax forms are built from accurate records rather than assumptions.

Matt Liong

Senior Tax Data Manager
Book a Meeting with Matt

How We Prepare Accurate Cryptocurrency Tax Forms

Preparing accurate crypto tax forms starts with reliable transaction data. Our process is designed for portfolios where software alone fails.

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ExperienceDigital Asset Reconciliation

We reconcile activity across wallets, exchanges, and blockchains. This includes trades, transfers, staking rewards, mining income, DeFi activity, NFTs, and on-chain movement. Missing data and misclassified transactions are corrected.

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ExperienceCost Basis Reconstruction

When cost basis is incomplete or incorrect, we rebuild historical transaction data so gains and losses are calculated accurately on crypto tax forms.

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DeFi and NFT Activity Support

Complex DeFi interactions and NFT transactions are manually reconciled so they appear correctly in cryptocurrency tax form documentation.

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High-Volume and Multi-Wallet Activity

For clients with high transaction volume or multiple wallets, we consolidate everything into a single structured dataset that supports clean reporting.

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ExperienceDigital Asset Reconciliation

We reconcile activity across wallets, exchanges, and blockchains. This includes trades, transfers, staking rewards, mining income, DeFi activity, NFTs, and on-chain movement. Missing data and misclassified transactions are corrected.

Learn More Arrow
Layer_1 (9)

ExperienceCost Basis Reconstruction

When cost basis is incomplete or incorrect, we rebuild historical transaction data so gains and losses are calculated accurately on crypto tax forms.

Learn More Arrow
clipboard-regular-full 1

DeFi and NFT Activity Support

Complex DeFi interactions and NFT transactions are manually reconciled so they appear correctly in cryptocurrency tax form documentation.

Learn More Arrow
Layer_1 (10)

High-Volume and Multi-Wallet Activity

For clients with high transaction volume or multiple wallets, we consolidate everything into a single structured dataset that supports clean reporting.

Learn More Arrow

Our Cryptocurrency Tax Form Preparation Process

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  • Step 1: Secure Data Access - Upload CSV files or connect wallets and exchanges through our secure portal. We never request private keys.
  • Step 2: Transaction Consolidation - We organize activity across wallets, exchanges, and on-chain platforms into a unified transaction history.
  • Step 3: Digital Asset Reconciliation - Each transaction is examined and reconciled. Missing cost basis, duplicated entries, and misclassified transfers are corrected.
  • Step 4: Human Verification - Reconciled data is reviewed for completeness and consistency, especially for complex or high-volume portfolios.
  • Step 5: Crypto Tax Form-Ready Reports - You receive structured documentation aligned with cryptocurrency tax form requirements, including Form 8949 data and supporting summaries.
  • Step 6: File Through Your CPA or Tax Software - Use the completed reports with your CPA or preferred tax software. Clarification can be provided if questions arise during filing.
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Related Crypto Tax Services We Provide

Crypto tax forms rely on accurate underlying data. Alongside cryptocurrency tax form preparation, we also support clients through:

Structured crypto tax reports that summarize all digital asset activity in a format suitable for filing.

Reconciled transaction data that supports accurate tax preparation handled by your CPA or preferred tax software.

Transaction-level reconciliation across wallets, exchanges, and blockchains to restore accuracy before reporting begins.

Why Choose Count On Sheep for Crypto Tax Forms

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Built for Complex Activity

Multi-wallet portfolios, DeFi transactions, NFTs, and high-volume trading often break automated crypto tax form generation.



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Human-Verified Accuracy

Every transaction is reviewed by specialists experienced with complex digital asset activity, reducing errors caused by software assumptions.

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CPA-Ready Documentation

Our cryptocurrency tax form data integrates cleanly into professional filing workflows 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 Specialist

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 Cryptocurrency Tax Forms

Cryptocurrency tax forms are standard tax documents used to report digital asset activity during tax filing. They summarize gains, losses, income, and supporting transaction details based on your crypto activity.

Cryptocurrency activity is typically reflected on Form 8949 for capital gains and losses, with totals summarized on Schedule D. Income-related crypto activity is reported through applicable income sections.

Cryptocurrency is reported using Form 8949 and related schedules, depending on the type of transaction and how the asset was used.

Most wallets and exchanges do not provide complete crypto tax forms. In many cases, transaction data must be reconciled and structured before it can be used for filing.

Crypto tax forms are often wrong due to missing cost basis, misclassified transfers, incomplete transaction history, or activity spread across multiple wallets and platforms.

Yes. Even when exchange exports are missing or incomplete, crypto tax forms can often be prepared by reconstructing transaction history using available wallet data and on-chain records.

Yes. Wallet activity, such as swaps, transfers, staking, or NFT transactions, can still create reportable events that must be reflected on crypto tax forms.

Yes. We correct the underlying transaction data so crypto tax forms can be rebuilt accurately using reconciled records instead of automated assumptions.

Yes. An accurate cost basis is critical for crypto tax forms, especially when reporting gains and losses. Missing or broken cost basis is one of the most common reporting issues.

Staking rewards, mining income, and similar activity must be documented accurately so they appear correctly in income reporting sections during filing.

Not every transaction appears individually on filing forms, but all activity must be included in the underlying records that support totals reported on crypto tax forms.

You can book a consultation to review your digital asset activity, transaction volume, and reporting challenges. From there, we outline the scope and next steps before work begins.

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