Ist year with COS and I feel like I made a good decision moving from my old CPA after 20 years. My crypto investments over the last few years complicated my returns but COS has a special team to work on this. They were able to reach back and capture losses that I thought were already taken care of. Ended up with a refund which is rare for me. Btw, we are a retired couple that appreciate the young smart team at COS.
Very professional, thorough and responsive. These folks have deep knowledge in all areas of taxes. I will be coming back next year!
Great communication and strategic mindset. Leanne and Garret walked me through every question I had, during a complicated tax year. Absolutely took the edge off!
I highly recommend this firm for their technical expertise and streamlined communication. They possess a deep understanding of complex tax codes and financial regulations, delivering results with high precision. What sets them apart is their commitment to efficiency and clarity. Rather than overwhelming clients with dense jargon, they provide insights in a clear, succinct format that prioritizes actionable information. Their ability to distill complex data into a readable, professional structure is invaluable for anyone who values their time and expects top-tier accuracy.
I got scammed to a fake crypto platform and lost a huge amount of money. A traditional accountant wasn’t able to help me until I found COS elite in reddit. Very knowledgeable, helpful and easy to contact. I appreciate what they have done for us.
Comprehensive tax and crypto accounting from a personable, professional, organized group. Highly recommend. They exceeded my expectations. In addition to traditional tax reconciliation they are also able to reconcile crypto transactions which can be a nightmare going it alone. They offered year end advice for tax loss harvesting. I highly recommend COS Elite.
I am so fortunate to have found Garrett, the head CPA of the COS Elite. After leaving my previous CPA, I was amazed by the level of service he provided. After my first meeting in the beginning of April, during the peak of a busy tax season, he managed to finalize my returns in under a week. He handled my transaction as a new client seamlessly, answering all my questions promptly usually by next day. Furthermore, his expertise in Crypto currency is unmatched. In my experience, he is the best CPA in San Diego for anyone trading with Crypto trading and losses. I strongly recommend this firm for anyone looking for a talented and experienced CPA.
Highly recommend Garrett and Leanne at COS Elite. They are both very friendly and provide a fast and quality service.
My husband and I were extremely pleased with the personal attention we received from COSElite tax service. They stayed in touch with us throughout the entire process of submitting information, having our questions answered, and assisting us with computer operations. We always felt supported. Their communication was clear and they were quick to respond. Thank you for a smooth tax tax year and we look forward to continuing to work with you in the future.
Garrett and Leanne were great to work with. Very responsive. Questions were answered quickly. Highly recommend.
I came to them several years behind on my crypto tax reporting, with transactions spread across multiple wallets and accounts, including some I had honestly forgotten about. They were able to go through everything in detail, reconcile it properly, and help get my reporting compliant and fully up to date. Before working with them, I had reached out to more than 10 CPAs, tax attorneys, and crypto tax specialists. Out of everyone I spoke with, they stood out for both their professionalism and competitive pricing. What impressed me most was the attention to detail. They took the time to account for every transaction and wallet instead of rushing through the process or giving me a broad estimate. Special thanks to Garrett for answering all of my questions, explaining things clearly, and working with me throughout the entire process. He was patient, responsive, and made a complicated situation much easier to deal with. If you’re behind on crypto taxes or have a complicated transaction history, I’d highly recommend them.
This is my first year working with Garret’s team, and I have to say I’m very happy with their quality and delivery. Two things that stand out about their firm compared to other CPAs: 1) Their word is their bond. They told me they would charge XYZ, and at the end of the project, they did exactly that. Unlike many other firms in this space that deceptively add bogus bonus charges or surprise you with prices that are completely divorced from reality. Their transparency is refreshing. 2) The other thing I enjoyed about working with this group is that they don’t force clients into using data-harvesting proprietary software that locks you in, sells your data, and leaves you vulnerable to phishing attacks. Their tech stack is lean, and they show you the actual work they’ve done instead of hiding behind some esoteric, vague trap. Honestly, I’m happy with them and would recommend them without hesitation.
0112
Cryptocurrency is a complex new asset class, and most CPA firms aren't equipped to account for it properly.
Many generalist CPAs treat crypto like stocks, which can lead to missed reporting requirements, incorrect cost basis, and suboptimal tax outcomes.
You may be receiving Form 1040 questions, CP2000 notices, or Letters 6173 and 6174. The IRS is claiming you owe tax. We know how to respond to resolve these issues and minimize what you owe.
Lots are mismatched, transfers are double-counted, exchanges report incomplete data. We reconcile every transaction and deliver an audit-ready history.
Pick a day, choose a time, and lock it in. You’ll meet directly with Garrett. No assistants, no pre-screeners.
From simple trades to the most complex DeFi positions, we know how every crypto activity is treated under U.S. tax law, and how to structure your portfolio for the best possible outcome.
A 15-minute conversation with Garrett to understand your portfolio, your goals, and your tax situation.
Securely upload exchange data, prior returns, and wallet addresses. We take care of reconciliation.
Garrett personally analyzes every position, identifies opportunities, and builds your individualized tax plan.
We file your returns, handle estimated payments, and proactively monitor for new opportunities all year.
Anonymized examples from real client engagements. Past results don't guarantee future outcomes, but they show what specialized tax strategy can deliver.
Practical tax & crypto strategy. Plain English. Written by Garrett Taylor, CPA, not a content team.
Have a question that isn't here?