High-volume trader with messy CSVs
We reconcile across exchanges and produce a single clean 8949 — even at 10k+ transactions.
Crypto
Clean, defensible reporting across every exchange, wallet, and DeFi protocol.
Crypto tax preparation is the reconciliation of every taxable digital-asset event across your exchanges and wallets, reported on Form 8949 and Schedule D.
Turnaround
5–10 days
Pricing
From $750 · Scales with transaction count and exchange/wallet count
What's included
Coinbase, Kraken, Binance, Gemini — CSVs and API pulls.
We trace transfers between your wallets so they're not taxed as sales.
Income vs. capital treatment applied correctly per protocol.
Specific identification when it saves you money.
Defensible methodology documented if the IRS asks.
Typical situations
High-volume trader with messy CSVs
We reconcile across exchanges and produce a single clean 8949 — even at 10k+ transactions.
DeFi user with LP and staking rewards
Income at receipt, basis at fair-market value, gain/loss on exit. Each handled separately.
Lost track of basis across 3+ wallets
We reconstruct using on-chain data and reasonable methodologies that hold up under audit.
FAQ
Also in scope
Accurate, optimized federal and state returns — without the H&R Block guesswork.
Calm, strategic response — not panic. Former IRS Revenue Agent on your side.
Proactive, year-round strategy that helps individuals, business owners, and investors keep more of what they earn.
Next step