Crypto Reconciliation, Cleanup & CPA-Ready Records

Crypto reconciliation, transaction cleanup and CPA-ready records preparation for U.S. crypto investors, delivered by Elena Mocchi, a Florida-licensed CPA.

Service Overview

Elena Mocchi, CPA reconciles crypto exchange and wallet histories that do not agree, turning scattered exchange exports, wallet histories and crypto tax software imports into an organized, documented transaction record that the client's own CPA or Enrolled Agent can review. Tax advice, return preparation and filing are excluded from scope.

What's Included

• Crypto reconciliation: unmatched transfers, coverage gaps (a missing exchange, wallet or earlier period) and balance differences, with reviewed transfer matches, flagged duplicates and an open-items list of missing evidence
• Transaction cleanup (from $200 USD): overlapping imports, mislabeled transfers, rows with missing or conflicting fields, and DeFi, staking and NFT entries needing more context, delivered as an organized ledger with correction notes
• Form 1099-DA reconciliation and cost basis review: broker statements compared with software reports and exported records by asset, quantity, date and proceeds, with supporting history traced to address blank cost basis
• Crypto records review (from $75 USD): exchange and wallet inventory, record gaps and software warnings, and a written cleanup plan
• CPA-ready records handoff (from $350 USD): ledger, reconciliation notes, source index and open items formatted for the client's tax preparer
• Works with data from Koinly, CoinTracker, CoinTracking, CoinLedger and Summ, plus exchange exports

Why Choose Elena Mocchi, CPA

Every correction is documented against its source record, and unresolved items stay visible. Work is delivered remotely through a private encrypted client portal using exports, statements and public wallet addresses only; seed phrases, private keys and passwords are never requested. Scope, price and timeline are agreed in writing before work begins.