Cryptocurrency & Digital Asset Tax
Cryptocurrency Tax Reporting, Reconciled and Filed by a CPA
The IRS treats crypto as property, which means nearly every trade, swap, or sale is a taxable event. We reconcile your activity across exchanges and wallets and report it correctly — capital gains, staking income, DeFi, and NFTs — all through a secure, fully remote process.
Who This Is For
From long-term holders to active DeFi users
Whether you made a handful of trades or have thousands of transactions across chains, we turn the raw data into an accurate return:
- Active traders and long-term holders realizing gains
- DeFi users — swaps, liquidity pools, lending, yield
- Stakers and miners earning ongoing rewards
- NFT buyers, sellers, and creators
- Anyone with airdrops, forks, or a tangled multi-wallet history
What We Handle
Accurate reporting across the full digital-asset landscape
Capital gains & losses
The core of crypto tax
- Form 8949 and Schedule D preparation
- Short- vs long-term classification
- FIFO or Specific Identification basis
- Loss harvesting where it applies
Crypto income
Earned, not just traded
- Staking and mining rewards
- Crypto received as payment
- Airdrops and hard forks
- Referral and reward income
DeFi & NFTs
The harder-to-track activity
- Token swaps and bridging
- Liquidity pool and lending activity
- NFT sales, royalties, and minting costs
- Wrapped and rebasing tokens
Cleanup & compliance
Make it defensible
- Multi-wallet / multi-exchange reconciliation
- Missing cost-basis recovery
- The Form 1040 digital-asset question
- Prior-year amendments (Form 1040-X)
The Process
From Intake to Filing in 5 Steps
Streamlined, transparent, entirely online. This is how you become a client.
Complete Intake Form
Tell us about your situation. Takes 5 minutes. No calls.
Receive Quote
We quote a flat fee within 24 hours. Transparent pricing, no surprises.
Upload Documents
Access your secure portal and upload records — at your pace.
CPA Preparation
Your CPA reviews everything and prepares your return. We keep you posted.
Review & E-File
We email your summary for review. Once approved, we e-file — you're done.
Questions
Frequently Asked Questions
Answers to common questions about this service.
Is cryptocurrency actually taxable?
Yes. The IRS treats digital assets as property, so selling, trading, or spending crypto is a taxable event that produces a capital gain or loss. Earning crypto — through staking, mining, rewards, or as payment — is generally ordinary income at its value when received. Every Form 1040 also asks a direct digital-asset question that must be answered.
Which cost-basis method should I use — FIFO or Specific Identification?
FIFO (first-in, first-out) is the default and the simplest to support. Specific Identification can reduce gains if you can document exactly which units you sold, but it requires clean, contemporaneous records. We review your history and apply a method that's both advantageous and defensible.
I never received a 1099 from my exchange. Do I still have to report?
Yes. Your reporting obligation doesn't depend on receiving a form. We reconcile activity directly from your exchange and wallet records — including CSV exports or output from tools like Koinly or CoinTracker — to build accurate gain/loss figures for Form 8949 and Schedule D.
My transaction history is a mess across several wallets and exchanges. Can you still help?
That's one of the most common situations we see. We work from whatever you have — exchange exports, wallet addresses, and tracking-software reports — to reconcile transfers, fix missing cost basis where possible, and produce a clean, supportable return, including amendments for prior years if needed.
Related Services
Often handled together
Get Started
Turn messy crypto data into a clean return
Send us your situation and get a flat-fee quote within 24 hours. Secure portal, licensed CPA, no calls required.
Start Intake Form