Crypto tax returns that survive scrutiny.

Expert preparation for every transaction, protocol, and chain — so your return is accurate, optimized, and audit-ready from day one.

See How It Works
500+ Returns Filed
Big Four Pedigree
CA License #133092

What goes wrong without expert help.

Misclassified DeFi Income

Staking rewards, liquidity pool fees, and airdrops each carry different tax treatments. Software tools lump them together, creating liability you never see coming.

Missed Cost Basis Across Exchanges

Transferring assets between wallets and exchanges breaks the cost-basis chain. Without proper reconciliation, you overpay taxes or trigger red flags.

Audit-Triggering Errors on Form 8949

Incorrect proceeds, missing acquisition dates, and mismatched 1099s are the top reasons the IRS flags crypto returns for examination.

Crypto return error rates, compared.

Tax software (DIY)47%Generalist CPA28%Crypto-native CPA (COS Elite)3%

Internal review of 200 prior-year crypto returns.

How we prepare your return.

01

Portfolio Deep Dive

We review every exchange, wallet, and DeFi position to build a complete picture of your on-chain and off-chain activity.

02

Transaction Reconciliation

Map every transaction to its proper tax treatment — disposals, income events, transfers, and non-taxable movements.

03

Strategy & Optimization

Identify deductions, loss harvesting opportunities, and entity structuring options to minimize your current and future tax liability.

04

Filing & Defense-Ready Documentation

File your return with audit-grade supporting schedules, reconciliation memos, and position-level documentation.

Every deliverable, accounted for.

Complete Form 8949 & Schedule D

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

DeFi Income Classification Schedules

Staking, lending, LP rewards, and airdrops categorized by tax treatment.

Cost Basis Reconciliation Report

Cross-exchange and cross-wallet basis tracking with full audit trail.

Tax-Loss Harvesting Analysis

Realized and unrealized losses identified for current and future-year offsets.

Audit Defense Documentation Package

Supporting memos, position summaries, and methodology notes for every line item.

Year-Round Support & Amendments

Ongoing access for questions, mid-year planning, and amended returns if needed.

Multi-State Filing Coordination

Proper allocation and apportionment for clients with activity across states.

Prior-Year Amendment Review

Evaluate past returns for missed deductions, errors, or refund opportunities.

Built for serious crypto participants.

The Active Trader

Hundreds or thousands of trades across centralized and decentralized exchanges. You need precise cost basis tracking, wash sale awareness, and Form 8949 that can handle the volume without errors.

The DeFi Power User

Yield farming, liquidity pools, bridges, wrapped tokens, and governance rewards. Your on-chain activity creates dozens of taxable event types that generic software cannot classify correctly.

The Long-Term Holder

Significant unrealized gains sitting across wallets and cold storage. You need proper cost basis documentation, holding period verification, and a plan for when you eventually sell.

Common questions.

Ready to file with confidence?

Schedule a free consultation to discuss your crypto tax situation. We will outline a clear path to an accurate, optimized return.

CPA License #133092 — California Board of Accountancy