Licensed Help for Crypto Investors , Remote, Federal, All 50 States
Most clients book a 30-minute call within 24 hours.
Looking for a crypto tax CPA in California? We serve clients in San Francisco, Los Angeles, San Diego, and San Jose.
California crypto investors face a unique double-stack: federal capital gains tax PLUS the highest state income tax in the country at 13.3%. We help residents from Los Angeles to San Diego to the Bay Area properly reconcile their portfolios, claim every legitimate basis adjustment, and plan for exit scenarios when relocating to lower-tax states like Nevada or Texas. Garrett's California CPA license (#133092) means he understands FTB nuances first-hand, but because federal tax law is uniform, his federal return preparation works for residents anywhere.
California has the largest crypto investor base in the U.S. and the highest state income tax rate at 13.3%, stacked on top of federal capital gains. Proper basis tracking and reconciliation often determines whether California residents owe five figures or six.
With a population of 39.4 million, California is home to a significant and growing community of cryptocurrency investors , from Los Angeles to San Jose. Whether you hold Bitcoin, Ethereum, DeFi positions, or NFTs, every transaction creates a federal tax event that must be reported on IRS Form 8949 and Schedule D.
COS Elite provides remote crypto tax preparation for Californiaresidents. Garrett Taylor, CPA #133092, is a California-licensed CPA authorized to prepare federal crypto tax returns for clients in all 50 states. Because federal tax law is uniform, your federal return preparation is the same quality whether you're in Los Angeles or anywhere else.
California conforms to federal tax treatment on a rolling basis, meaning IRS rules on cost basis, capital gains classification, and crypto reporting requirements apply directly at the state level. The top state rate of 13.3% applies to crypto gains, stacked on top of federal capital gains tax. Proper reconciliation of your on-chain activity and accurate cost-basis tracking are essential to minimize the combined burden.
Exchanges lose data, wallets get abandoned, and chain history gets fragmented. Reconstructing accurate cost basis across years of trading is the #1 challenge we solve.
Liquidity pool entries, yield farming, cross-chain bridges, wrapped tokens, and restaking events each create taxable moments that most software misses or misclassifies.
Many crypto investors discover years of unreported trades after receiving an IRS letter. We help with back-year reconstruction, voluntary disclosure, and getting compliant without panic.
Our remote engagement works seamlessly from anywhere in California. Four steps, start to finish.
You book a free 30-minute call. We review your situation, exchanges, wallets, and DeFi activity. You get a fixed-fee quote before committing.
We pull your full on-chain history, map every transaction to its tax treatment, and reconstruct cost basis across all chains and wallets.
Garrett prepares your return. Leanne Grant, Enrolled Agent, reviews for accuracy. Every position is documented, every basis adjustment explained.
Your federal return is filed electronically. State returns are coordinated as needed. You get a complete copy of all workpapers for your records.
Comprehensive review of your crypto activity, tax position, and strategy options. Fixed fee, no surprises.
Full federal tax return preparation with crypto reconciliation. Scales with complexity. Fixed fee quoted after initial call. California state filings coordinated as needed.
All fees are quoted in writing before you commit. We accept cryptocurrency payments via Coinbase Business. State-level California filings are coordinated with state-licensed practitioners as needed.
CPA #133092 · California · Federally Authorized
Garrett Taylor is a California-licensed CPA (#133092) with Big Four and family office experience. Because federal tax law is uniform across all 50 states, Garrett can prepare federal crypto tax returns for any U.S. resident, including California residents. State-level filings are coordinated as needed. Garrett specializes in cryptocurrency taxation, DeFi compliance, and digital asset reconciliation.
Enrolled Agent · IRS-Authorized · Reviewer
Leanne Grant is an IRS-enrolled agent who reviews every return prepared by COS Elite. Enrolled Agents are federally licensed tax practitioners authorized to represent taxpayers before the IRS. Leanne's review adds an additional layer of accuracy and compliance assurance to every Californiaclient's return.
Have a question that isn't here?
Book a free 30-minute call with Garrett or call us directly. We serve California residents remotely.