Key Facts About Crypto Tax in Montana
Montana's 5.9% top rate is moderate, and the state has no general sales tax. Bozeman and Missoula tech-adjacent residents, plus a meaningful retiree population, drive most crypto tax work here.
- Montana taxes crypto gains as ordinary income up to 5.9%.
- Montana uses rolling IRC conformity.
- Montana has no general sales tax, relevant only at the consumption layer, not for crypto tax work.
- Tech and retiree profiles dominate Montana crypto tax work work.
- As your crypto tax professional, Count On Sheep delivers CPA-ready 8949 and Schedule D inputs, your CPA files.
Phone: (858) 434-7547
From Billings to every metro in Montana
Montana crypto investors in Billings, Missoula, Great Falls, Bozeman and surrounding metros, served remotely from anywhere in the state.
Montana crypto investors in Billings, Bozeman, Missoula, and Helena face a moderate state rate but the same federal crypto tax work as anywhere else. Tech-adjacent professionals and long-hold retirees both need wallet, exchange, and DeFi history rebuilt into clean per-event detail. We pull every venue and protocol into one ledger and hand off CPA-ready 8949, Schedule D, and Schedule 1 inputs. Count On Sheep is your crypto tax professional serving Montana. Your CPA stays your CPA. We handle the crypto math, they file.
Keep your CPA. We do the crypto.
Your CPA handles your business return, your W-2, your K-1s, your real estate. We are the crypto tax professionals who handle the wallet, exchange, and DeFi side, for Montana residents and beyond.
Former Big 4 + CPA leadership
Our team came up inside Big 4 firms and CPA leadership roles, then went deep into crypto. Same audit-grade discipline that ran public-company engagements, applied to your wallet history.
USA-based, hands-on team
A senior crypto tax professional reviews every engagement. No offshore data-entry pipeline, no automated black box. Every edge case, basis split, and DeFi classification is handled by humans here.
We stay in our lane
We don't file your taxes. We don't replace your CPA. We do the part most CPAs and most software can't, the crypto. Then your CPA files, or you file with TurboTax.
How Montana treats crypto for tax
Federal Crypto Tax Treatment (applies in Montana)
Reportable on Form 8949, Schedule D, Schedule 1 (or Schedule C for mining as a trade or business). Count On Sheep produces these inputs from your complete on-chain history.
What we untangle for Montana crypto investors
Four steps, start to finish
From anywhere in Montana.
Connect
You connect read-only access to your exchanges and share wallet addresses. CSV exports work too.
Reconcile
We pull and reconcile every wallet, exchange, and DeFi interaction into one ledger with cost basis, holding period, and proceeds per lot.
Specialist Review
A senior crypto tax professional reviews edge cases. Manual basis splits, DeFi classifications, bridge events, restaking, NFTs.
CPA-Ready Reports
You get CPA-ready Form 8949, Schedule D, Schedule 1 inputs (and Schedule C for mining), plus full workpapers. Hand to your CPA, or load into TurboTax.
Clean files, ready for your CPA
When the crypto tax work is done, you receive a tidy package: Form 8949 detail, Schedule D totals, Schedule 1 inputs for staking and airdrops, and the workpapers behind every number. That goes straight to your CPA, or into TurboTax.
Common questions, Montana edition
Can Count On Sheep work with a Montana-based CPA who hasn't done much crypto?
Yes, that's the model. We hand your CPA a clean Form 8949, Schedule D, and Schedule 1 inputs they can drop straight into the return. They don't need crypto-tax expertise; they need accurate per-event detail, which is what we deliver.
What's the Montana income tax rate on crypto gains?
Montana's top marginal income tax rate is 5.9%. 5.9% top marginal rate (2 brackets; reduced from 6.75% under 2023 reform). Crypto gains are reported as ordinary income or capital gains depending on holding period; Montana generally follows the federal characterization. Count On Sheep produces the federal 8949 and Schedule D inputs your CPA needs to complete the Montana return. We don't file the return ourselves.
Do you file my taxes?
No. That's deliberate. Count On Sheep is a team of crypto tax professionals. Former Big 4 and CPA leadership, now crypto-native blockchain tax experts. We produce CPA-ready 8949, Schedule D, and Schedule 1 inputs. Your CPA files. Or you file with TurboTax. Staying out of preparation keeps the engagement conflict-free and the audit trail clean.
Can my CPA use your reports?
Yes. That is exactly the point. Our deliverable drops directly into the workflow your CPA already uses. Schedule D totals, 8949 detail, Schedule 1 inputs for staking and airdrops, and reconciliation workpapers behind every number.
Does this work with TurboTax?
Yes. If you self-file, the Count On Sheep deliverable plugs into TurboTax. You enter the 8949 totals (or import where supported), and our workpapers back up every line if you ever need to defend it.
How does a remote engagement work?
Everything is remote. We serve Montana residents from anywhere in the state. You grant read-only API access to your exchanges, share wallet addresses for on-chain history, and we handle the rest. No travel, no in-person meetings required.
What do I need to start?
Exchange account access or CSV exports, wallet addresses for every chain you have transacted on, any prior-year tax returns that touched crypto, and a brief on your DeFi activity. We scope from there.
How is the engagement priced?
First-time crypto tax engagements start at a $999 minimum. Larger or more complex engagements are scoped hourly at $500/hr after the initial call. All fees are quoted in writing before you commit.
About the Count On Sheep team
Count On Sheep is a USA-based team of crypto tax professionals. Former Big 4 accountants and CPA leadership, now crypto-native blockchain tax experts. We do hands-on crypto tax work for high-volume investors, funds, founders, and active traders, including Montana residents from Billings, Missoula, Great Falls and beyond.
We don't file taxes. We don't replace your CPA. Most CPAs don't do crypto, that's the gap we fill. We bridge DeFi and TradFi to produce the 8949, Schedule D, and Schedule 1 inputs your CPA can drop into your return.
Ready to get your crypto tax handled and CPA-ready?
Book a free scoping call or call us directly. We serve Montana residents remotely.