Crypto Tax & Accounting Services

Comprehensive professional accounting, bookkeeping, and tax services specializing in digital assets for both businesses and individuals. Chainwise CPA provides integrated crypto and fiat accounting that ensures GAAP-compliant financial statements, accurate digital asset reporting, and strategic tax planning.

Business Services

Crypto Account Reconciliation: Wallet-by-wallet crypto reconciliation against blockchain data, exchange records, and financial statements. Service includes cost basis tracking, fiat bookkeeping integration, tie-out between digital assets and traditional accounting, Form 1099-DA compliance support, and audit-ready documentation. Available in three tiers (Essential, Advanced, Pro) with annual, quarterly, or monthly reporting depending on business stage.

Integrated Crypto & Fiat Accounting: GAAP-compliant ledgers combining traditional bookkeeping (QuickBooks Online) with digital asset reconciliation. Includes monthly crypto transaction reconciliation, monthly/quarterly/annual financial statements, business tax return preparation (federal + state), controller-level financial oversight, and quarterly business health reports for growing companies.

Business Tax Preparation: Comprehensive tax return preparation for C-Corps, S-Corps, and partnerships with crypto and traditional assets. Service integrates crypto reconciliation with tax filing, handles multi-state compliance, provides quarterly tax planning and estimated payment guidance, and ensures every deduction is claimed with optimal entity structure for tax efficiency.

Tax Compliance & Resolution: Expert representation for IRS notices, audits, penalties, and 1099-DA/8949 reporting issues. Service provides audit defense (2-8 hours depending on tier), penalty abatement and negotiation, crypto payroll compliance guidance, and proactive compliance monitoring to maintain audit-ready status.

Tax Consulting & Advisory: Strategic tax planning that transforms compliance into competitive advantage. Services include entity structuring guidance, customized multi-year tax roadmaps, digital asset treasury management strategy, equity and compensation planning, multi-state and cross-border planning, and transaction/exit planning for mergers, acquisitions, and business succession.

Individual & Family Services

Individual Crypto Reconciliation: Wallet-by-wallet reconciliation across exchanges, wallets, and DeFi platforms with 1099-DA matching and validation. Service addresses exchange reporting limitations, provides NFT transaction support, tracks self-custody wallet and DeFi activity, and delivers audit-ready transaction reports integrated with tax return preparation.

Individual Tax Preparation: Federal and state individual tax returns for high earners, crypto investors, and families with complex situations. Requires integrated crypto reconciliation performed by the firm for all clients with digital assets, ensuring accurate Form 8949 reporting, multi-state compliance, and strategic tax planning aligned with wealth objectives.

Individual Tax Resolution: Strategic representation for individuals facing IRS notices, audits, and crypto tax reporting challenges. Service handles 1099-DA discrepancies, missing cost basis issues, unreported DeFi activity, amended return preparation, and reconstructs transaction history to establish defensible positions with the IRS.

Tax & Retirement Planning: Year-round tax planning integrated with retirement and estate objectives. Service includes multi-year tax projection, retirement account optimization (401k, IRA, Roth strategies), estate and gift tax planning, crypto asset estate planning and inheritance strategies, state residency planning, charitable giving strategies including crypto donations, and entity structuring for family wealth management.

Service Differentiators

Regulatory Expertise: Deep understanding of IRS Form 1099-DA reporting requirements, digital asset compliance obligations, and evolving cryptocurrency tax regulations. Every service ensures audit-ready documentation that prevents compliance headaches.

Integrated Approach: Clients with crypto activity require integrated reconciliation and tax services—tax-only services are not offered separately due to regulatory and risk considerations. This ensures every transaction is properly classified, every cost basis is accurate, and no exchange record is out-of-sync.

Strategic Value: Beyond compliance, Chainwise provides controller-level oversight, forward-looking cash flow planning, quarterly business health reports, and strategic advisory that helps businesses and families identify opportunities for tax savings, wealth preservation, and optimal financial structure.

Why Choose Chainwise CPA

With 130+ years of combined tax experience, Chainwise CPA has saved clients over $4.6 million in taxes while serving 2,000+ satisfied clients. The firm's year-round advisory approach provides senior-led support with continuity and accountability. All service tiers include year-round tax and business advisory access via email and video meetings, digital records folder for organized record-keeping, and responsive senior team for time-sensitive decisions involving stock option exercises, real estate sales, or crypto liquidations.