Crypto tax reports Digital Asset Reconciliation
Crypto Tax Reports Built for Accuracy and CPA-Ready Filing
When activity spans wallets, exchanges, chains, and protocols, automated tools leave gaps. We reconcile every transaction by hand and deliver the filing inputs your CPA or tax software actually needs.
We prepare the reports. You file with your CPA or tax software. We do not file returns or give tax advice.
- Form 8949Every disposal, line by line, with cost basis and holding period
- Schedule DShort-term and long-term totals, reconciled to the 8949 detail
- Schedule 1Staking, mining, airdrop, and interest income separated from capital gains
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Other reports may be necessary and can be generated in Koinly, the leading crypto tax software, once your data is reconciled.
- Leadership
- Former Big Four
- Team
- USA-based specialists
- Access
- No private keys, ever
- Method
- Reconciled by humans
We work inside the tools you already use
The problem
Where software-only crypto tax reporting breaks down
Each of these is a reconciliation problem, not a settings problem. Fixing them is the work we do.
Fixing them does more than produce compliant crypto tax reports. It can save you hundreds or thousands of dollars, and often far more, depending on the size and transaction volume of your portfolio. Overstated gains from missing basis and phantom sales are money you should not be paying tax on.
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01
Missing or incorrect cost basis
Long-term holders, platform migrations, and dead exchanges leave holes the software fills with zero basis. That overstates gains and puts the burden of proof on you.
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02
Transfers between your own wallets counted as sales
Unmatched sends and receives across wallets and exchanges create phantom disposals and duplicate income.
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03
DeFi and NFT activity misclassified
Liquidity pools, lending and borrowing, farming, wrapping, bridging, mints, sales, royalties, and gas fees rarely import as what they are.
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04
1099-DA totals that do not match your history
Broker-reported proceeds arrive without basis and without your off-exchange activity. Mismatches need to be documented before filing, not explained after a notice.
The deliverable
What is in a Count On Sheep crypto tax report
Every engagement produces the documents your CPA or tax software needs to file, plus the support behind every number.
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01
CSV + PDF
Form 8949 detail
A line-by-line record of each disposal with acquisition date, proceeds, cost basis, and short- or long-term classification.
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02
Schedule D summary
Reconciled short-term and long-term totals that roll the Form 8949 detail up for Schedule D.
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03
CSV + PDF
Income classification
Staking rewards, mining income, airdrops, and interest separated from capital transactions for Schedule 1 or Schedule C review by your filer.
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04
1099-DA reconciliation
Broker-reported proceeds compared with your wallet and exchange history so missing basis and other mismatches are documented before filing.
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05
CSV
Transaction ledger
A reconciled ledger across every wallet, exchange, and chain, retained as support for the figures delivered to your CPA.
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06
PDF + ZIP
Reconciliation memo and package
Assumptions, wallet-level basis, DeFi and NFT worksheets, and a summary memo, delivered as one filing-ready package.
Client reviews
What clients say about the work
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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The process
How an engagement runs
Six steps. You handle two of them. Each one produces something you can see.
Who this is for
Built for the portfolios that software gives up on
- Multi-wallet, multi-chain portfolios
- Spot trades, transfers, staking rewards, liquidity events, NFT transactions, mining income, and on-chain movement reconciled across every wallet, exchange, and blockchain you have touched.
- Cost basis reconstruction
- When basis is incomplete or wrong, we rebuild historical transaction data from the ground up. Critical for long-term holders, platform migrations, and anyone burned by software limitations.
- DeFi and NFT activity
- Liquidity pools, lending, borrowing, farming, wrapping, bridging, mints, sales, royalties, and gas fees reconciled by hand so they land in the right place.
- High-volume and advanced trading
- High-frequency trading, futures, derivatives, and mining consolidated across platforms into accurate gain, loss, and income summaries.
- Businesses holding digital assets
- Structured transaction records and reconciliation output for companies that accept or hold crypto, including bankruptcy-related documentation and 1099-DA preparation support.
- Not sure where you fit?
- Fifteen minutes with a specialist is enough to tell you whether your history needs reconciliation or just a software cleanup. Book the free consult.
Frequently Asked Questions
Every engagement delivers the three documents your CPA or tax software needs:
- Form 8949 with every disposal listed line by line
- Schedule D with reconciled short-term and long-term totals
- Schedule 1 income summary for staking, mining, airdrops, and interest
Behind those, we organize your wallets and exchanges, consolidate all transaction data, rebuild cost basis, correct software errors, and reconcile trades and transfers. Other reports may be necessary and can be generated in Koinly once your data is reconciled.
Yes. We handle portfolios spanning multiple wallets, exchanges, blockchains, DeFi protocols, and NFT marketplaces.
We manually reconcile all DeFi and NFT activity including staking, lending, liquidity pools, mints, sales, royalties, and gas fees.
Yes. We rebuild historical transaction data to restore accurate cost basis when records are incomplete or incorrect.
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.