Every wallet. Every exchange. Every transaction reconciled. Form 8949 done clean.
The crypto-tax bottleneck isn't the tax position. It's the books underneath it. If your transactions aren't reconciled and your cost basis isn't tracked, no tax preparer can do the return correctly — and the IRS knows it. We handle the data plumbing so the tax return becomes a non-issue.
Most crypto-tax problems aren't tax problems. They're bookkeeping problems wearing a tax costume.
Every conversation we have with a crypto holder follows the same pattern. They want to talk about tax savings. We dig in and find out the books haven't been reconciled in 3 years. <strong>You can't optimize what you can't measure.</strong> This service fixes the measurement first.
Plug your exchanges into a tool. Print the 8949. Hope it's right.
CoinTracker, Koinly, ZenLedger output is a starting point, not a finished product. Wallet transfers misclassified as taxable sales. Cost basis broken on every cross-exchange move. Staking and mining lumped into the wrong category. NFT mints classified as capital instead of ordinary. The output looks clean. The IRS sees through it.
Audit the tool output. Fix the classifications. Reconcile the wallets.
We treat tool output as 60% of the work, not 100%. Transfer reconciliation across wallets and exchanges. Cost basis verified against on-chain history. Ordinary vs capital treatment classified by transaction type. NFT mints, staking rewards, mining income, airdrops, hard forks — each gets the right tax treatment, not the default one.
Your crypto activity is real. Your books haven't kept up.
- Active trader across 3+ exchanges with no consolidated reporting
- Miner earning ordinary income on a daily / monthly basis with no tracking
- NFT creator with mints, secondary royalties, and gas-fee deductions to handle
- Staking participant with rewards across multiple protocols
- DeFi user with LP positions, yield farming, and impermanent loss tracking
- Self-custody holder moving funds between hot and cold wallets across years
- Sold during a bull run and now need cost basis reconstructed from 2020–2024
- Got a CP2000 notice from the IRS about unreported crypto income
Eight deliverables. Every engagement.
The scope expands with portfolio complexity. The deliverable list does not — every crypto engagement ships these eight, regardless of size.
Exchange + wallet inventory
Complete list of every exchange account and on-chain wallet under your control. Read-only API keys configured.
Transaction normalization
Every transaction pulled into a single ledger. Duplicates removed. Internal transfers reconciled across exchanges and wallets.
Cost basis reconstruction
FIFO, LIFO, HIFO, or Spec-ID — applied consistently. Cost basis traced back to the acquisition transaction wherever data exists.
Transaction-type classification
Capital gain / capital loss · ordinary mining income · staking rewards · NFT mint income · airdrops · hard forks · lost or stolen — each gets the right bucket.
Form 8949 + Schedule D output
Federal-ready. Detail-level if your activity warrants it; summary-with-detail if not. Plugs straight into your 1040.
Schedule 1 / Schedule C ordinary-income flows
Mining and staking ordinary income reported on the right schedule depending on whether your activity is a trade-or-business or investment.
Loss harvesting recommendations
Year-end review surfacing realizable losses, wash-sale considerations (note: wash-sale rules don't apply to crypto today), and short-vs-long-term holding planning.
Audit-defensible documentation
The full ledger, transaction-by-transaction, with source links. If the IRS asks, the file is already built.
What we handle. What we don't.
- Active trading on major + minor exchanges
- DeFi (Uniswap, Aave, Curve, Compound, etc.)
- NFT activity (mints, sales, royalties, gas)
- Mining (proof-of-work) ordinary income
- Staking (proof-of-stake) ordinary income
- Lending and borrowing protocols
- Airdrops, hard forks, chain splits
- Self-custody wallet reconciliation
- Scam loss documentation (where eligible)
- Multi-year catch-up reconstruction (2020–today)
- Crypto trading advice or signals (not what we do)
- Custody recommendations or wallet setup
- Recovery of lost private keys
- Chain forensics or fraud investigation
- Token issuance / ICO structuring (find a securities lawyer)
- Business cap-table work for crypto startups
- Smart-contract auditing or technical review
- NFT valuation appraisals (find a specialist)
How pricing actually works. By transaction count, not by hand-waving.
Crypto bookkeeping cost depends on one thing: how many transactions need to be reconciled. We quote in tiers based on real volume. The Discovery call is where we pull a rough count and quote the specific tier within 24 hours.
| Tier | Transaction range | Typical profile | Engagement fee · per year |
|---|---|---|---|
| Light | Up to 500 / yr | Buy-and-hold investor, light DeFi | $1,500–$2,500 |
| Active | 500–5,000 / yr | Active trader, regular DeFi, some NFT activity | $2,500–$5,000 |
| Heavy | 5,000–50,000 / yr | Day-trader, multi-protocol DeFi, NFT creator | $5,000–$12,000 |
| Catch-up | Multi-year reconstruction | 5+ years of unreconciled activity, IRS notice | Custom quote |
Crypto bookkeeping pairs cleanly with our Tax Returns service and the Tax Analysis tiers. Most clients bundle so the books, the return, and the strategy all live in one engagement.
What crypto holders actually ask.
Can't I just use Koinly / CoinTracker / ZenLedger and be done?
You can. Many do. Then the IRS sends a CP2000 because the tool misclassified a wallet transfer as a $40K sale. Tool output is a starting point. The work that makes it correct is the part most users don't do — and the part we do.
What if my records from 2020–2021 are a mess?
Common. We rebuild from exchange exports, on-chain wallet history, and bank wire records where exchanges have gone dark. Catch-up engagements are scoped separately because the reconstruction work is more involved. Quoted on the Discovery call.
Do you handle staking and mining ordinary income separately?
Yes. Mining is typically Schedule C if it's a trade-or-business or Schedule 1 if hobby. Staking is generally ordinary income at receipt at fair market value. We classify by the activity, not by the tool's default category.
What about losses from FTX, Celsius, Voyager, or scams?
Possibly deductible, depending on facts. The path is theft loss vs capital loss vs worthless-security. We document the loss correctly and time the deduction. The 2025–2026 IRS guidance updates affect timing — we apply the current rules.
Will the IRS accept summary reporting or do you do transaction-by-transaction?
Depends on volume and broker reporting status. We default to detail-level reporting on Form 8949 unless your broker issued a 1099-B with covered-status that lets us summarize. Either way, the underlying detail lives in your portal — if the IRS asks, we hand it over in 60 seconds.
Can you do the tax return too?
Yes, and most clients bundle. See Tax Returns for federal + state preparation. Crypto-heavy returns usually land at the Schedule C ($1,500+) or 1120-S ($2,500+) price point depending on entity structure.
One 15-minute call. We figure out which tier you're in.
Bring a rough transaction count, the exchanges and wallets you use, and any tool exports you've already pulled. We'll quote the tier and the timeline within 24 hours.
Book the 15-min Discovery →