Crypto Accounting & Tax Preparation

Service Offerings

Crypto Tax Reconciliation and Tax-Ready Reporting

CTME reviews crypto transaction history across exchanges, self-custody wallets, DeFi protocols, NFT platforms, staking providers, bridges, and treasury accounts.

This covers trades, token swaps, stablecoin conversions, transfers, staking rewards, liquidity pools, yield farming, lending, borrowing, wrapped assets, bridges, NFTs, gas fees, airdrops, forks, missing cost basis, unlabeled transactions, failed imports, duplicate transfers, and multi-wallet activity.

Outcome: clients receive reconciled records and tax-ready figures for IRS Form 8949 and Schedule D, HMRC Self Assessment, or equivalent reporting. Filing, CPA review, tax attorney support, and audit defense can be coordinated through CTME's US partner network.

Year-Round Crypto Bookkeeping

CTME provides ongoing crypto bookkeeping for individuals, Web3 companies, crypto-native businesses, and B2B providers that do not want to wait until tax season to clean up records.

This includes organizing wallet and exchange data, maintaining classifications, reconciling income and expenses, tracking cost basis, reviewing treasury wallets, and keeping activity ready for tax reporting, management accounts, and finance reviews.

Outcome: clients maintain cleaner books, reduce year-end tax stress, and improve visibility into wallet balances, income, expenses, treasury, and taxable events.

Web3 Financial Controls and Treasury Support

CTME helps Web3 companies and B2B providers build crypto financial controls.

Support can include wallet inventory, ownership mapping, access workflows, read-only data collection, approval documentation, treasury categorization, vendor and contractor payment tracking, revenue classification, reporting packs, monthly close support, and documentation for accountants, boards, investors, or auditors.

Outcome: clients get clearer wallet ownership, cleaner treasury records, stronger month-end processes, and fewer gaps between on-chain activity and financial reporting.

Multi-Year Catch-Up and Accounting Firm Support

CTME supports clients with unfiled, incomplete, or inaccurate prior-year records by reconstructing historical activity, reviewing prior reports, resolving import errors, correcting classifications, and preparing updated tax-ready outputs.

Accounting firms can use CTME as a white-label reconciliation partner for client files involving DeFi, NFTs, staking, bridges, multi-chain wallets, large transaction volumes, or software outputs requiring expert review. CTME also offers Crypto Accounting Made Easy for firms building internal capability.

Key Service Differentiators

Human-Led Crypto Reconciliation Beyond Software

CTME uses leading crypto tax and accounting platforms such as Koinly, Awaken, Summ, and other tools, but the core service is human review. The team fixes issues software often misses: missing cost basis, duplicate transfers, mislabeled income, DeFi errors, bridge mismatches, NFT valuation issues, incomplete histories, and failed imports.

Bookkeeping and Controls, Not Just Tax Filing

Many crypto tax providers focus mainly on annual filing. CTME supports the records that make tax filing, management reporting, treasury tracking, and audit readiness possible. This makes CTME a strong fit for Web3 businesses, B2B providers, accounting firms, and finance teams that need accurate books and controls.

Crypto-Native Experience and Recognized Results

CTME has worked in crypto since 2017, reconciled 6.7 million transactions, served 737 clients, and helped clients save $21.8 million in tax across 120 clients in 2023. CTME is a featured firm on Koinly, a recommended partner of Awaken and Summ, and a top-ranked crypto tax accountant on CoinLedger, including #1 in Australia.

Clear Positioning Against Tax-Only Crypto Accountants

For clients comparing CTME with crypto tax accountants such as Aurum Financial Strategic Group, the key difference is scope. Aurum positions around crypto tax preparation, filing, and audit support. CTME is strongest where clients need deep reconciliation, white-label accounting firm support, multi-year clean-up, year-round bookkeeping, and financial controls.

Ideal Client Profile

High-Volume Crypto Traders and Investors

Clients with complex trading, DeFi, staking, NFT, airdrop, bridge, exchange, and multi-wallet activity who need accurate tax-ready records and do not trust software-only outputs.

Web3 Startups and Crypto-Native Businesses

Founders and finance teams that need crypto bookkeeping, treasury reconciliation, wallet documentation, month-end support, revenue and expense classification, and cleaner records for tax advisers, investors, boards, or auditors.

B2B Providers That Receive, Hold, Pay, or Reconcile Crypto

Agencies, SaaS companies, consultants, marketplaces, payment providers, and professional service firms that need clean books for crypto receipts, payments, wallet balances, exchange activity, income classification, and tax reporting.

Accounting Firms and Multi-Year Catch-Up Clients

Accounting firms that need white-label crypto reconciliation support, and individuals or businesses with several years of unfiled, incomplete, or inaccurate crypto records.