Crypto tax
Multi-exchange reconciliation
Pull CSVs from every exchange (Coinbase, Kraken, Binance.US, Gemini, etc.), normalize the columns, and merge into one master ledger.
Crypto tax
Crypto tax, done right the first time.
Five exchanges, three wallets, a few NFT trades, and some staking rewards. Most preparers won't touch this — and the ones who will charge a fortune to do it badly. We reconcile the data, calculate your gain/loss in FIFO or specific-ID, and file a clean 8949 + Schedule D.
What this is
The work most preparers won't do.
Cryptocurrency tax preparation is mostly data work. Pulling CSV exports from each exchange, identifying transfers between your own wallets (not taxable, but the exchange API often flags them as if they were), matching cost basis to disposals using FIFO or specific-ID, and producing a Form 8949 that the IRS can actually reconcile against the 1099-DAs exchanges started sending in 2025. A single client can show up with 3,000+ transactions in a year. We do this with software designed for the volume (Koinly, CoinTracker, or TaxBit, depending on your situation), backed by manual review of edge cases.
What we handle
Every shape of crypto activity.
Crypto reporting isn't just buying and selling on Coinbase. The taxable events stack up faster than most people realize.
Crypto tax
Self-custody wallet activity
MetaMask, Phantom, Ledger, Trezor. We pull on-chain transaction history and identify transfers between your own wallets so they're not double-counted as sales.
Crypto tax
Staking, airdrops, hard forks
All taxable as ordinary income at fair market value on the day received. We calculate the income and the cost basis going forward.
Crypto tax
DeFi activity
Uniswap swaps, Aave borrows, liquidity provision, yield farming. Each protocol has its own tax shape. We work through the LP entries and exits.
Crypto tax
NFT trades
Capital gain/loss on each trade. Royalty income for creators. Collectibles tax treatment for high-value NFTs (28% max rate vs. standard cap gains).
Crypto tax
1099-DA reconciliation
Exchanges started sending 1099-DAs to the IRS in 2025. They're frequently incomplete. We reconcile to make sure your return matches what the IRS already has.
Why this is a separate service
Crypto reporting is mostly data labor.
A standard Schedule D has 10–50 lines. Crypto-active clients can have 500–5,000+ taxable events in a year. Reconciling exchange data, fixing API gaps, identifying internal transfers, matching cost basis — that's hours of work before the actual return preparation starts. The IRS is increasingly aggressive about crypto reporting, and sloppy work invites letters and amendments. We charge a separate fee (or per-transaction adder on the base return) that reflects the actual time involved. The tradeoff: you get a return that ties out to the 1099-DAs already in the IRS system, with documentation you can hand to an auditor if it ever comes to that.
Common questions
What people ask us about this.
Often paired with
Related services on the menu.
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ExploreDon't file a guess.
The IRS now gets 1099-DAs directly from exchanges. If your return doesn't match, you get a letter. We make sure it matches.