Crypto Tax & Accounting Services

RKO Tax delivers comprehensive cryptocurrency tax preparation, transaction reconciliation, and strategic tax consulting for individuals and businesses with digital asset portfolios. Founded by KPMG-trained professionals with nearly 20 years of combined tax experience, the firm provides a white-glove, high-touch approach to crypto accounting.

Service Components

Crypto Tax Preparation

RKO Tax prepares complete US federal and state tax returns incorporating crypto gains and losses alongside traditional income sources. The team handles complex scenarios including DeFi activity, NFT transactions, staking rewards, airdrops, and multi-wallet trading. Their professionals select the most appropriate crypto tax software for each client's specific wallet types and transaction history, then work directly with the client to review and validate output before filing.

Crypto Transaction Reconciliation

The firm provides dedicated transaction reconciliation services, reviewing, categorizing, and reconciling cryptocurrency activity across all wallets and exchanges. This includes resolving missing cost basis issues, transaction discrepancies, and proper categorization for tax reporting. RKO Tax also offers ongoing real-time reconciliation throughout the year, proactively processing transactions as they occur to reduce the burden of year-end preparation.

Crypto Tax Consulting

RKO Tax provides professional tax consulting covering tax position optimization, investment structuring, transaction planning to minimize liability, and guidance on emerging regulatory requirements. The firm's Enrolled Agent (EA) designation enables IRS representation for clients facing audits or disputes related to cryptocurrency. Consulting is available on an hourly basis for non-engaged clients, with a complimentary introductory call.

Why Choose RKO Tax

RKO Tax bridges Big Four tax expertise with the crypto-native community. Each client is paired with a dedicated tax professional who provides direct, year-round engagement rather than relying solely on automated software. The team includes an EA and a CPA, ensuring both IRS representation capability and comprehensive accounting expertise.