Every transaction accounted for. Every dollar defended.

We reconcile complex crypto transaction histories across exchanges, wallets, and DeFi protocols — transforming raw data into clean, tax-ready records that hold up under scrutiny.

See Our Process
50+ Exchanges Supported
8.4K Avg Transactions
CA License #133092

Why reconciliation breaks down.

Incomplete Exchange Data

Exchanges shut down, delist tokens, and limit CSV export windows. Without complete records, your cost basis chain is broken from the start — and you are left guessing at numbers the IRS expects to be exact.

DeFi Without 1099 Reporting

Decentralized protocols do not issue tax forms. Staking rewards, liquidity pool entries and exits, token swaps, and airdrops all create taxable events that live only on-chain — invisible to traditional accounting.

Cross-Chain Phantom Gains

Bridging assets between chains, wrapping tokens, and moving funds between your own wallets can appear as disposals to naive software. The result: phantom capital gains on assets you never actually sold.

From raw data to taxable events.

SOURCE50+ ExchangesRAW DATA8,400 TransactionsRCLEAN RECORDS2,100 Taxable Events

Average client reconciliation across all supported platforms.

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Exchanges Supported

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DeFi Protocols Mapped

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Avg Transactions Reconciled

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Hours Saved Per Client

How we reconcile your portfolio.

01

Data Collection

Pull records from every exchange, wallet, and DeFi protocol you have touched. We source CSV exports, API connections, and on-chain data to build the most complete transaction history possible.

02

Transaction Mapping

Classify every transaction type: trades, staking rewards, airdrops, bridge transfers, liquidity pool entries, and token wraps. Each event gets the correct tax treatment under current IRS guidance.

03

Cost Basis Calculation

Apply FIFO, LIFO, or specific identification across all positions. We trace cost basis across exchanges and wallets so transfers between your own accounts never create false gains.

04

Deliverable Generation

Produce tax-ready reports and audit documentation, including reconciled Form 8949 data, cost basis summaries, and methodology notes that satisfy IRS examination standards.

Seven deliverables, zero guesswork.

Complete Transaction History

Unified record of every transaction across all exchanges, wallets, and on-chain activity.

DeFi Protocol Transaction Mapping

Staking, lending, LP entries, bridges, and airdrops classified by their correct tax treatment.

Cost Basis Calculation

Multiple methods evaluated (FIFO, LIFO, specific ID) with the optimal approach applied and documented.

Reconciled Form 8949 Data

Every disposal documented with acquisition date, cost basis, proceeds, and holding period.

Missing Transaction Identification

Gaps in exchange data flagged and reconstructed using on-chain records and historical pricing.

Wallet-to-Wallet Transfer Matching

Internal transfers between your own accounts traced and excluded from taxable event calculations.

Audit-Ready Documentation Package

Supporting memos, methodology notes, and position summaries prepared to IRS examination standards.

Built for complex crypto histories.

The Multi-Exchange Trader

Activity spread across dozens of centralized and decentralized platforms. You need every trade, deposit, and withdrawal stitched together into a single, accurate record — regardless of how many exchanges have changed their export formats.

The DeFi Native

Complex on-chain history spanning yield farms, liquidity pools, governance votes, and cross-chain bridges. Your transaction types go far beyond simple buy-and-sell, and generic software cannot classify them correctly.

The Back-Year Reconstructor

Years of crypto activity that was never properly reported. You need historical transaction data rebuilt from scratch — pulling records from defunct exchanges, archived wallets, and on-chain explorers to get current before the IRS comes asking.

Common questions.

Ready to reconcile your portfolio?

Schedule a free consultation to review your transaction history. We will map out a clear path from raw data to clean, tax-ready records.

CPA License #133092 — California Board of Accountancy