Crypto Tax Return Preparation for US Investors
Expert preparation and classification for every transaction, protocol, and chain, so your tax return is accurate, optimized, and audit-ready from day one. Every filing starts with crypto reconciliation and a review for potential IRS flags.
What goes wrong without expert help.
Misclassified DeFi Income
Staking rewards, liquidity pool fees, and airdrops each carry subtly different tax treatments. Software tools lump them together, leading to reporting and timing issues when not addressed.
Missed Cost Basis Across Exchanges
Transferring assets between wallets and exchanges breaks the cost-basis trail for those assets. Without proper reconciliation, you could be overreporting your capital gains.
IRS Audit-Triggering Errors
Incorrect proceeds, missing acquisition dates, and inconsistent 1099 reporting are the top reasons the IRS flags crypto returns for examination.
How we prepare your return.
Portfolio Deep Dive
We review every exchange, wallet, and DeFi position to build a complete picture of your on-chain and off-chain activity.
Transaction Reconciliation
Map every transaction to its proper tax treatment, disposals, income events, transfers, and non-taxable movements.
Strategy & Optimization
Identify deductions, loss harvesting opportunities, and entity structuring options to minimize your current and future tax liability.
Filing & Defense-Ready Documentation
Prepare and file your tax return with audit-grade supporting schedules, reconciliation memos, and position-level documentation as needed.
Every deliverable, accounted for.
Complete Form 8949 & Schedule D
Every disposal documented with acquisition date, cost basis, and proceeds.
DeFi Income Classification Schedules
Staking, lending, LP rewards, and airdrops categorized by tax treatment.
Cost Basis Reconciliation Report
Cross-exchange and cross-wallet basis tracking with full audit trail.
Tax-Loss Harvesting Analysis
Realized and unrealized losses identified for current and future-year offsets.
Audit Defense Documentation Package
Supporting memos, position summaries, and methodology notes provided for positions as needed.
Year-Round Support & Amendments
Ongoing access for questions, mid-year planning, and amended returns if needed.
Multi-State Filing Coordination
Proper allocation and apportionment for clients with activity across states.
Prior-Year Amendment Review
Evaluate past returns for missed deductions, errors, or refund opportunities.