Our Services
Comprehensive crypto accounting and tax preparation solutions designed for CPAs and their clients
Crypto Tax Reporting
We prepare optimized, IRS-compliant crypto tax reports. We ensure accurate gain and loss calculations so your CPA can file with confidence.
Our expert team prepares optimized, IRS-compliant crypto tax reports that translate complex blockchain activity into clear, filing-ready documentation. We analyze transactions across exchanges, wallets, and DeFi protocols to ensure gains, losses, and income are calculated accurately. By delivering clean reports such as Form 8949, Schedule D, and income summaries, we help CPAs and tax professionals confidently incorporate digital asset activity into a client’s tax return.
Digital Asset Reconciliation
We reconcile transactions across wallets, exchanges, and blockchains. Ensuring all transactions are properly categorized.
We reconcile digital asset transactions across wallets, exchanges, and blockchains to produce a complete and accurate transaction history. Our process identifies internal transfers, missing cost basis, and miscategorized activity that can distort capital gain calculations. By reconstructing and organizing a client’s entire crypto ledger, we transform fragmented blockchain data into a clean, reconciled record that accountants and tax professionals can rely on for accurate reporting.
DeFi Advanced Accounting
We manually reconcile complex DeFi activity, including liquidity pools, yield farming, wrapping, and bridging to ensure correct tax treatment.
Decentralized finance transactions require specialized analysis from our experts. Our team manually reviews complex DeFi activity, including liquidity pools, staking rewards, yield farming, bridging, and wrapping. We analyze each transaction at the blockchain level to ensure it receives the correct tax treatment and classification. This detailed reconciliation allows investors and their CPAs to accurately report DeFi income, capital gains, and asset movements.
Business Crypto Accounting
Expert accounting for businesses that accept crypto or maintain digital asset holdings.
For businesses that hold or transact in digital assets, accurate accounting requires reconciliation. We identify and calculate the information required to determine manual gain and loss journal entries under the company’s selected accounting method, including historical cost or mark-to-market. By analyzing transaction histories and calculating gains and losses, we provide the data needed for the company’s accounting team to properly record digital asset activity within their financial statements.
Why Our Services Stand Out
Accurate Tracking
Precise cost basis tracking and gain/loss calculations across all your digital assets and transactions.
Audit-Ready
Complete documentation and reconciliation that meets IRS standards and audit requirements.
Comprehensive Reports
Detailed tax reports including Form 8949, Schedule D, and all necessary income summaries.