Chainwise CPA

Chainwise CPA is a specialized CPA firm providing crypto-smart tax planning, accounting, and advisory services for high earners, founders, investors, and businesses navigating the complexities of cryptocurrency taxation. Founded in 2020 by Sharon Yip, CPA, and Phil Gaudiano, CPA, as a trade name of Polygon Advisory Group LLC, the firm has positioned itself as a trusted authority in crypto taxation nationwide.

Core Services

Chainwise CPA delivers integrated services that combine traditional tax and accounting expertise with deep crypto specialization:

For Businesses:

• Crypto account reconciliation with wallet-by-wallet precision
• Integrated crypto and fiat accounting (GAAP-compliant ledgers, monthly close, revenue recognition)
• Business tax return preparation (C-Corp, S-Corp, partnerships, multi-state compliance)
• Tax compliance and resolution (IRS notices, audits, penalties, 1099-DA support)
• Tax consulting and advisory (entity structuring, equity planning, multi-state operations, transaction planning)

For Individuals and Families:

• Crypto account reconciliation with cost basis tracking and 1099-DA matching
• Individual tax return preparation with digital asset reporting
• Tax compliance and resolution services
• Tax and retirement planning for wealth preservation

Key Strengths

Chainwise CPA distinguishes itself through year-round advisory, proactive planning, and compliance without gray areas. The firm specializes in the new IRS 1099-DA reporting requirements, ensuring clients maintain audit-ready books that satisfy regulators and investors. Their approach goes beyond once-a-year filing to integrate crypto tax strategy into the bigger picture of client wealth—supporting growth, protection, and peace of mind.

The team brings 130+ years of combined tax experience and has saved clients over $4.6 million in taxes while serving 2,000+ satisfied clients. Their expertise has been featured in Forbes, CoinDesk, Bloomberg Tax, and other major publications.

Notable Recognition

Chainwise CPA has established partnerships with leading crypto tax software platforms including Koinly, CoinTracking, CoinLedger, and others. The firm is recognized for handling complex, high-stakes situations with senior-led support, offering continuity and accountability that clients value when decisions can't wait.

Why Choose Chainwise CPA

Clients choose Chainwise for expert guidance that balances tax efficiency with clear, defensible positions. The firm's approach transforms tax compliance into an advantage through proactive planning, identifying opportunities others miss. With a responsive senior team accessible year-round, clients gain confidence knowing their tax strategy aligns with wealth objectives—from equity events and state residency questions to estate transitions and digital asset management.