Web3 and Cryptocurrency Tax Services

Comprehensive cryptocurrency and blockchain tax services encompassing full-service tax preparation, compliance, planning, and IRS representation for investors, traders, NFT creators, DAO participants, and businesses. This offering combines crypto-specific expertise with complete tax lifecycle support from preparation through audit defense.

Cryptocurrency Tax Compliance

The firm's cryptocurrency tax expertise dates back to 2014, making them one of the earliest Bitcoin CPA practices. Core services include crypto tax compliance with Form 8949 and Schedule D preparation, cost-basis tracking and reconstruction across all major wallet systems and exchanges, NFT creator income reporting and trader taxation, staking, yield farming, and interest reward reporting, DeFi protocol activity reconciliation, airdrop, fork, and token incentive taxation, and DAO founder and contributor compliance. They utilize proprietary systems developed for managing complex cryptocurrency portfolios and can work with mainstream platforms, cold storage wallets, and privacy-focused solutions.

Full-Service Tax Preparation

The firm prepares individual 1040 returns, partnership 1065 returns, corporate 1120 returns, S-corporation 1120S returns, and trust and estate filings. They handle both business and personal returns for clients, ensuring coordinated tax strategy that minimizes overall tax burden. The team processes over 100 entity returns each spring season and offers year-round tax planning services including holistic review of business and personal finances, strategic expense allocation, and quarterly estimate calculations.

IRS Representation and Audit Defense

Professional representation services for businesses and individuals facing IRS inquiries, audits, or compliance issues. Coverage includes handling CP2000 notices, representing clients during IRS audits, managing state tax audit responses, negotiating payment plans and penalty abatement, and preparing amended returns when beneficial. The team reviews IRS transcripts, reconciles issues, and prepares supported responses to tax authority inquiries. For clients with existing tax problems, the firm provides back tax return preparation, penalty relief requests, and installment agreement negotiations.

Target Clients

This service is designed for cryptocurrency investors with complex trading histories, NFT artists and collectors, DeFi participants using protocols, bridges, and liquidity pools, DAO founders needing entity structure guidance, businesses accepting or paying in cryptocurrency, and anyone facing IRS notices or audit letters. The firm can reconstruct historical records, correct prior CPA mistakes, and amend returns when beneficial.

Pricing Model

Fixed, transparent monthly packages based on transaction volume and complexity, including reconstruction, ongoing bookkeeping, monthly closes, and year-end tax filings. Both hourly and fixed-price billing options are available for tax preparation and representation services.