Crypto Tax Preparation for Individuals
Digital asset activity moves across wallets, chains, and platforms. Our cryptocurrency tax preparation services bring all of that data together in one place. We organize your complete transaction history, rebuild cost basis where needed, correct software errors, and deliver CPA-ready tax reports that support accurate filing.
We examine and reconcile every trade, transfer, staking reward, liquidity event, and NFT action so you can file with confidence through your own CPA or preferred tax software.
Your Crypto Tax Reports Done for You
Organizing crypto activity across chains, wallets, and platforms is difficult. Count On Sheep brings structure and clarity with digital asset reconciliation (DAR), visualizing your transactions in leading crypto tax software. We uncover savings opportunities and deliver ready-to-download 8949, Schedule D, and Schedule 1 reports for your CPA or TurboTax.
Matt Liong
Our Cryptocurrency Tax Preparation Services
Portfolio Organization & Data Consolidation
We collect and structure your entire transaction history across exchanges, wallets, and on-chain networks. This includes centralized exchanges, hardware wallets, custodial platforms, DeFi protocols, NFT marketplaces, and cross-chain movement.
Full Digital Asset Reconciliation
A crypto tax specialist analyzes and reconciles every trade, transfer, staking reward, NFT action, liquidity event, and blockchain interaction. We rebuild cost basis, correct mislabeled transfers, resolve missing data, and prepare clean, accurate tax records.
DeFi & NFT Tax Preparation
We manually reconcile complex DeFi and NFT activity, including liquidity pools, lending, borrowing, farming, wrapping, bridging, mints, flips, royalties, and gas fees to ensure correct tax treatment.
High-Volume & Advanced Trading Analysis
Active spot, futures, and derivatives traders receive a detailed, software-assisted, and human-verified breakdown of trading activity. We ensure accurate gain/loss reporting even across multi-exchange, high-frequency portfolios.
Cost Basis Reconstruction & Multi-Year Cleanup
If your records include gaps, inconsistencies, or past software issues, we rebuild your historical activity to restore accurate cost basis and repair multi-year reporting problems.
Business & Web3 Documentation Support
For businesses that accept crypto or maintain digital asset holdings, we provide digital asset reconciliation and structured transaction records, and support for specialized cases, including:
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Bankruptcy claim reporting (Celsius, FTX, BlockFi)
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1099-DA preparation support for accurate CPA filings
Portfolio Organization & Data Consolidation
We collect and structure your entire transaction history across exchanges, wallets, and on-chain networks. This includes centralized exchanges, hardware wallets, custodial platforms, DeFi protocols, NFT marketplaces, and cross-chain movement.
Full Digital Asset Reconciliation
A crypto tax specialist analyzes and reconciles every trade, transfer, staking reward, NFT action, liquidity event, and blockchain interaction. We rebuild cost basis, correct mislabeled transfers, resolve missing data, and prepare clean, accurate tax records.
DeFi & NFT Tax Preparation
We manually reconcile complex DeFi and NFT activity, including liquidity pools, lending, borrowing, farming, wrapping, bridging, mints, flips, royalties, and gas fees to ensure correct tax treatment.
High-Volume & Advanced Trading Analysis
Active spot, futures, and derivatives traders receive a detailed, software-assisted, and human-verified breakdown of trading activity. We ensure accurate gain/loss reporting even across multi-exchange, high-frequency portfolios.
Cost Basis Reconstruction & Multi-Year Cleanup
If your records include gaps, inconsistencies, or past software issues, we rebuild your historical activity to restore accurate cost basis and repair multi-year reporting problems.
Business & Web3 Documentation Support
For businesses that accept crypto or maintain digital asset holdings, we provide digital asset reconciliation and structured transaction records, and support for specialized cases, including:
-
Bankruptcy claim reporting (Celsius, FTX, BlockFi)
-
1099-DA preparation support for accurate CPA filings
Why Our Crypto Tax Services Saves You Money, Time, and IRS Headaches
- Filing a 1099-DA Isn’t Enough - Exchange issued 1099-DA's often miss key data. Our reconciliation ensures your reports are accurate and complete.
- Accurate Blockchain Reconciliation - We track every trade and transfer across wallets and exchanges to produce IRS-ready reports.
- Comprehensive Transaction Tracking - Wallets, exchanges, and trades consolidated into one view to reduce gaps in your crypto tax reporting.
- Cost Basis Clarity - We reconcile and model cost basis across platforms so your CPA or tax software can apply strategies with confidence.
- IRS-Ready Reports - Export clean, formatted data for Form 8949, Schedule 1, and Schedule D to streamline your filing process.
Our Crypto Tax Prep Process
Connect Your Wallets
Upload CSV files or link your wallets and exchanges through our secure portal.
We Organize Your Data
Your transaction history is consolidated across exchanges, wallets, and on-chain platforms.
Full Reconciliation
A crypto tax specialist examines and reconciles every trade, transfer, staking reward, NFT action, and liquidity event, then rebuilds cost basis and corrects any errors.
Manual Accuracy Verification
A digital asset specialist verifies your data for completeness and accuracy.
Receive CPA-Ready Reports
You get Form 8949 output, gain/loss summaries, and supporting documents prepared for accurate filing.
File Confidently
Use your completed reports with your CPA or preferred tax software.
Why Choose Count On Sheep
Expert Oversight
Crypto tax software cannot reliably handle multi-wallet, multi-chain, or advanced DeFi activity. We manually examine and reconcile every transaction to ensure your reports are complete, accurate, and ready for your CPA. Our team includes former Big Four digital asset professionals who understand the complexity behind modern crypto portfolios.
CPA-Ready Reports
We organize your wallets and exchanges, rebuild accurate cost basis, correct software gaps, and prepare detailed gain and loss summaries. Your completed Form 8949 output and supporting documentation arrive in a clean, structured format that makes filing simple for you and your CPA.
Secure and Transparent
You stay in control of your data at all times. We never request private keys, and all work is handled by our U.S.-based team inside secure systems. Our process gives you clarity and confidence with no hidden steps and no automated shortcuts.
What Our Clients Say
Reputation is everything! See what our clients are saying about our service and team.
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.
We Pilot These
Softwares & More...
Our dedicated team of Blockchain Accountants work seamlessly in these leading crypto tax softwares.
Frequently Asked Questions
We organize your wallets and exchanges, consolidate all transaction data, rebuild cost basis, correct software errors, reconcile trades and transfers, and prepare CPA-ready tax reports, including Form 8949 output and gain/loss summaries. You file through your own CPA or preferred tax software.
Yes. Our crypto tax specialists handle multi-wallet, multi-chain, and multi-exchange portfolios. This includes centralized exchanges, hardware wallets, custodial platforms, DeFi protocols, NFT marketplaces, and on-chain environments.
We manually reconcile all DeFi and NFT activity, including staking, lending, borrowing, farming, liquidity pools, wrapping, bridging, mints, flips, royalties, and gas fees. Automated tools miss these details, so each event is examined by a crypto tax specialist.
Yes. If your records have gaps, errors, duplicates, or inconsistencies, we rebuild your historical activity to restore accurate cost basis and repair multi-year issues.
We align your digital asset activity with exchange-reported 1099-DA information. Your CPA receives complete, reconciled data that supports accurate filing.
Yes. We provide digital asset reconciliation, ongoing reconciliation support, and structured reporting for businesses that transact in crypto or maintain crypto holdings.
Yes. We reconcile activity related to bankruptcy events, including claims, recoveries, rewards, income, and adjusted reporting needed for accurate tax documentation.
Our work is billed hourly, and rates vary based on season and portfolio complexity. During onboarding, we examine your wallets, activity type, and transaction volume to provide a clear estimate before any work begins. Pricing is not listed online because rates change with demand.
Yes. Your data stays under your control. Our U.S.-based team works within secure systems, and we never request private keys. Your privacy and asset safety remain protected throughout the process.
Book a consultation or begin onboarding through our secure portal. A crypto tax specialist will review your portfolio structure, outline the scope of work, and guide you through the next steps.
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Koinly Step-by-Step Crypto Tax Guide!
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