Crypto Transaction Reconciliation Service

MoonTax's flagship professional service providing expert-backed, manual reconciliation of cryptocurrency transactions for tax compliance. The service addresses the complex challenge of accurately categorizing and labeling blockchain transactions across multiple wallets, exchanges, and platforms to ensure IRS-compliant tax reporting.

Service Components

Transaction Analysis: Data experts meticulously review every crypto transaction, including trades, transfers, swaps, staking rewards, airdrops, and DeFi interactions. The team identifies discrepancies, missing data, and classification errors across all platforms and wallets to create a complete picture of crypto activity.

Data Cleanup: The service focuses on correcting errors that arise from automated crypto tax software or manual entries. Specialists clean up transaction data to accurately reflect true wallet activity by fixing incorrect classifications, reconciling import issues, and resolving conflicts between different data sources.

Platform Integration: MoonTax works within the client's chosen crypto tax accounting platform (such as CoinTracker, Koinly, or similar tools). Clients simply upload wallet data and invite MoonTax specialists to their account, allowing the team to handle organization and reconciliation directly within familiar software.

Expert Consultation: The service includes one-on-one consultations with dedicated data reconciliation specialists. Initial wallet audits help identify concerns about missing records, complex trades, or reconciliation challenges. Final review sessions walk through reconciled accounts to ensure accuracy and clarity.

Process

The engagement follows a three-phase approach: (1) Wallet Audit consultation to understand the client's crypto portfolio and data concerns; (2) Hand Off where specialists take over reconciliation work within the tax platform; (3) Review session covering final gains, losses, tax liability, and opportunities for additional legal opinions or tax strategy.

Technical Expertise

MoonTax's team has dedicated extensive time to mastering the intricacies of various crypto tax software systems and understanding how different platforms handle transaction imports, categorization rules, and tax calculations. This expertise enables them to navigate complex situations across numerous blockchain networks.

Value Proposition

The service is designed for individuals and businesses who lack the time, expertise, or desire to manually reconcile their own crypto transactions. By outsourcing this complex task to specialists, clients ensure accurate tax reporting while focusing on their core activities. The company has reconciled over $1 billion in crypto transactions and helped clients save over $35 million through accurate tax preparation.