Crypto tax, reconciled to the block.
We handle the realities: exchange CSVs that disagree with each other, DeFi transactions the software can't categorize, NFT cost basis that needs a human, and 1099-DA forms that arrive with gaps. Credentialed team — Enrolled Agents, CPA, and Attorney on staff.
The full digital-asset package.
- Exchange CSV ingestion: Coinbase, Kraken, Binance, Gemini, Robinhood, and more
- On-chain reconciliation for EVM chains, Solana, and Bitcoin
- Cost basis selection — HIFO, FIFO, LIFO — with a comparison of outcomes
- Staking, lending, yield, and restaking classification
- DeFi: LP tokens, impermanent loss, bridges, wrapping, governance
- NFTs: mint, trade, royalty, and loss recognition
- Airdrops, forks, and hard-fork timing under Rev. Rul. 2019-24 & 2023-14
- Form 8949 with full Box A/B/C detail
- 1099-DA reconciliation against your actual activity
- Loss harvesting and wash-sale positioning (crypto remains outside §1091)
Most engagements $750–$2,500. Complex DeFi or multi-year cleanup scoped separately.
Crypto tax is a reconciliation problem, not a software problem.
Koinly, CoinLedger, and ZenLedger are excellent ingestors. None of them can decide how a DAO airdrop, a liquidity-pool exit, or a cross-chain bridge should be classified. That's where a credentialed preparer actually earns the fee.
1099-DA ready
Starting in 2026, brokers issue Form 1099-DA for digital asset sales. We already reconcile against it and know how to respond when basis isn't reported.
Cost basis strategy
HIFO, FIFO, and LIFO produce very different outcomes. Under the updated specific-identification rules, selection matters — and is documented in your workpapers.
DeFi classification
Every position is tagged with an IRS authority citation. No "miscellaneous income" line items without reasoning.
Common questions from crypto investors.
Can you amend prior-year returns if my basis was wrong?
Yes. Most clients save enough on amendments alone to cover the engagement. We are within statute for tax years ending three years back from the later of the original due date or filing date.
Do I still need Koinly or CoinLedger?
Often yes — we use whichever tool you already have and take it as a starting point. If you don't have one, we'll recommend based on your exchange mix. The classification work is on us.
How do you handle DeFi positions the software can't classify?
Manually, with IRS authority citations on every entry. Wrapping, LP exits, bridges, and governance tokens each have defensible positions we document in the workpapers.
What about staking income?
Staking rewards are ordinary income at the fair market value on receipt under Rev. Rul. 2023-14. We record each receipt and set basis for the eventual disposition.
Does wash sale apply to crypto?
Currently, no. Digital assets remain outside IRC §1091 as of publication. We use that to position year-end harvesting without the 30-day wash constraint — while the rule still exists.
Let's look at your wallets before April does.
Quick call, flat quote. If amendments would save you money, we'll say so. If they won't, we'll say that too.