Expert preparation and classification for every transaction, protocol, and chain, so your return is accurate, optimized, and audit-ready from day one.
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.
Transferring assets between wallets and exchanges breaks the cost-basis trail for those assets. Without proper reconciliation, you could be overreporting your capital gains.
Incorrect proceeds, missing acquisition dates, and inconsistent 1099 reporting are the top reasons the IRS flags crypto returns for examination.
We review every exchange, wallet, and DeFi position to build a complete picture of your on-chain and off-chain activity.
Map every transaction to its proper tax treatment, disposals, income events, transfers, and non-taxable movements.
Identify deductions, loss harvesting opportunities, and entity structuring options to minimize your current and future tax liability.
Prepare and file your tax return with audit-grade supporting schedules, reconciliation memos, and position-level documentation as needed.
Every disposal documented with acquisition date, cost basis, and proceeds.
Staking, lending, LP rewards, and airdrops categorized by tax treatment.
Cross-exchange and cross-wallet basis tracking with full audit trail.
Realized and unrealized losses identified for current and future-year offsets.
Supporting memos, position summaries, and methodology notes provided for positions as needed.
Ongoing access for questions, mid-year planning, and amended returns if needed.
Proper allocation and apportionment for clients with activity across states.
Evaluate past returns for missed deductions, errors, or refund opportunities.