Digital Asset Reconciliation for Accurate Crypto Tax Reporting
We reconcile complex crypto transaction histories across exchanges, wallets, and DeFi protocols, transforming raw data into clean, tax-ready records so every taxable event holds up under scrutiny.
The problem with tracking crypto.
Incomplete Exchange Data
Exchanges shut down, delist tokens, and limit CSV export windows. Without complete records, your cost basis chain is broken from the start, and you are left guessing at numbers the IRS expects to be exact.
DeFi Without 1099 Reporting
Decentralized protocols do not issue tax forms. Staking rewards, liquidity pool entries and exits, token swaps, and airdrops all create taxable events that live only on-chain, invisible to traditional accounting.
Cross-Chain Phantom Gains
Bridging assets between chains, wrapping tokens, and moving funds between your own wallets can appear as disposals to naive software. This results in phantom capital gains on assets you never actually sold.
From raw data to taxable events.
Average client reconciliation across all supported platforms.
Exchanges Supported
DeFi Protocols Mapped
Avg Transactions Reconciled
Hours Saved Per Client
How we reconcile your portfolio.
Data Collection
Pull records from every exchange, wallet, and DeFi protocol you have touched. We source CSV exports, API connections, and on-chain data to build the most complete transaction history possible.
Transaction Mapping
Classify every transaction type: trades, staking rewards, airdrops, bridge transfers, liquidity pool entries, and token wraps. Each event gets the correct tax treatment under current IRS guidance.
Cost Basis Calculation
Apply FIFO, LIFO, HIFO or specific identification across all positions. We trace cost basis across exchanges and wallets so transfers between your own accounts never create false gains.
Deliverable Generation
Produce tax-ready reports and audit documentation, including reconciled Form 8949 data, cost basis summaries, and methodology notes that satisfy IRS examination standards.
Seven deliverables, zero guesswork.
Complete Transaction History
Unified record of every transaction across all exchanges, wallets, and on-chain activity.
DeFi Protocol Transaction Mapping
Staking, lending, LP entries, bridges, and airdrops classified by their correct tax treatment.
Cost Basis Calculation
Multiple methods evaluated (FIFO, LIFO, HIFO, specific ID) with the optimal approach applied and documented.
Reconciled Form 8949 Data
Every disposal documented with acquisition date, cost basis, proceeds, and holding period.
Missing Transaction Identification
Gaps in exchange data flagged and reconstructed using on-chain records and historical pricing.
Wallet-to-Wallet Transfer Matching
Internal transfers between your own accounts traced and excluded from taxable event calculations.
Audit-Ready Documentation Package
Supporting memos, methodology notes, and position summaries prepared to IRS examination standards.