You keep trading—I'll keep track.
Get done-for-you crypto gains calculations, so you can sleep easy knowing your reports are error-free.
No matter what size your crypto portfolio is, your crypto activity has to be accurately reported every single year on your taxes.
That’s why I’m here—to help you through the tax process and confirm your crypto gains are spot-on when it’s time to file your taxes. Whether you’re a casual investor or a seasoned trader, my services are designed to fit your needs and give you peace of mind come tax time.
(And yes, even if you haven’t cashed out, you still need to report your crypto activity.)
How we can work together:
Crypto Gains Calculations
When tax time comes around, there’s no room for mistakes—and yet, today’s crypto tax tools are overflowing with errors. With meticulous attention to detail, I personally ensure the accuracy of every line item while reconciling any discrepancies along the way.
Starter
Suitable for casual investors using up to 5 exchange/wallet accounts with basic cryptocurrency transactions such as trades, income, mining, airdrops, and no DeFi activity.
What’s Included:
- IRS audit trail transaction report
- Form 8949, Schedule D
- Income Report
- Gifts and Donations Report
- Closing Position Report and more
$750
/ Starting
PRO
Complex crypto activities include gambling, crypto loans, DeFi protocols, NFT trading etc.
What’s Included:
- IRS audit trail transaction report
- Form 8949, Schedule D
- Income Report
- Gifts and Donations Report
- Closing Position Report and more
$1,750
/ Starting
Advanced
Suitable for crypto investors engaged in large-scale trading across unlimited exchanges, platforms, and chains, with no restrictions on the complexity or number of transactions.
What’s Included:
- IRS audit trail transaction report
- Form 8949, Schedule D
- Income Report
- Gifts and Donations Report
- Closing Position Report and more
$2,750
/ Starting
Not sure the best option for your needs?
Cryptocurrency Tax Report Review
Whether you’ve prepared your own crypto tax return, worked with a traditional accountant, or utilized a crypto tax tool, I’m here to help you confirm the accuracy of your crypto tax reports. If I discover any errors during my comprehensive review, I’ll provide guidance on how to rectify them.
BASIC REVIEW:
-
Suitable for casual investors who do not engage in DeFi activity, but still manage their own crypto taxes and seek an expert's validation or review. I'll thoroughly review your crypto tax software account and tax reports, help identify and resolve any missing transactions, basis issues, or inconsistencies. You'll receive a straightforward action plan to correct these findings.
Investment: $275
IN-DEPTH REVIEW:
-
Suitable for investors actively involved in DeFi activities, but still manage their own crypto taxes and seek an expert's validation or review. With the In-Depth Review, I take my expertise to the next level by providing a thorough analysis of your cryptocurrency tax software account and reports. I will meticulously examine your data to locate any potential issues, such as basis discrepancies, missing transactions, or inconsistencies. Upon completion, you will receive a comprehensive report detailing my findings, along with clear steps on how to correct them.
Investment: $750
Ready to feel completely confident in your crypto taxes?
How it works:
I often team up with other tax professionals to assist with their clients’ crypto tax returns. This means I can work alongside your current CPA, focusing on the crypto-specific aspects of your taxes while they handle everything else. It’s a win-win—you keep your trusted tax accountant, and I confirm your crypto taxes are spot on.
And, if you’re a CPA, lawyer, or accountant looking to refer your clients for expert crypto tax reporting, I’d love to partner!
CLIENT CASE STUDY
This client reached out to me after receiving a notice from the IRS about underreported crypto gains.
A client came to me feeling overwhelmed after the IRS notified him of underreported crypto gains. He was understandably anxious and unsure how to proceed.
I worked directly with the client to reevaluate all his crypto transactions from scratch, ensuring nothing was missed or misreported.
After a detailed review, we corrected several errors in the initial reporting, which not only avoided extra payments but also resulted in a significant refund—much to the client’s relief.
This is truly one of my favorite parts of my job. I love helping clients resolve compliance issues and move forward without fear or confusion.
In the eyes of the IRS, 'good enough' just doesn't cut it when it comes to taxes.
Let’s make sure your crypto reports are error free.