WEB3 TAX & ADVISORY SERVICES
For Individuals
Tailored Web3 tax & advisory services to keep your personal crypto journey compliant and growth-ready.
Cryptocurrency Tax Reconciliation
- Transaction tracking across wallets, exchanges, and protocols
- Audit-ready capital gains and crypto income summaries
- Multi-chain and DeFi portfolio reconciliation
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We turn raw crypto activity into clean, defensible reports across wallets, exchanges, and DEXs. Whether you’re a trader, validator, or DAO contributor, we aggregate and categorize transactions to ensure your records are accurate, compliant, and audit-ready. From staking and farming to bridging and airdrops, we handle the complexity and deliver outputs your CPA or tax software can use immediately—giving you peace of mind at filing time or under scrutiny.
Tax & Compliance
- Filings: Individuals, corps, partnerships, trusts, nonprofits
- FBAR, FATCA, dual-status returns
- IRS and state compliance for individuals
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We handle tax filings for the crypto-native—from DeFi traders and protocol founders to fund managers and validators. Our compliance support covers domestic and international structures, ensuring you meet IRS and foreign reporting obligations while minimizing risk. Whether you’re navigating income from multisigs, converting to fiat, or launching a token, we’ll guide you through tax classification, reporting requirements, and entity strategy. You’ll file with confidence—and stay compliant year after year.
Resolution & Notice Support
- IRS & state audits and notice handling
- Amended returns, payment plans, cleanup
- Crypto-related income clarification
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Sometimes things go sideways—an IRS letter, a missed filing, or a surprise 1099. We help clean it up. From backdated crypto income to unreported wallet activity, we step in to untangle the issue and resolve it with the IRS or your state authority. Whether you need to amend a return, negotiate a payment plan, or prepare for an audit, we’ve got you covered. Our crypto-native tax team knows how to explain wallet movements, staking income, and DeFi activity clearly—so you can respond with confidence and clarity.
Advisory & Planning
- Strategic tax & entity planning
- Exit planning, wealth & estate strategy
- Trusts, DAFs, and cross-border structuring
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Our advisory work supports long-term financial planning across the digital asset lifecycle—from token grants and TGE events to equity sales, estate transfers, and philanthropic contributions. We help clients make strategic decisions: Should you set up an offshore entity? Should you defer token income? Should you donate to a foundation or DAF? Whether you’re planning for liquidity, retirement, or legacy, we build tax-efficient strategies that balance risk, ambition, and long-term goals.
Who We Work With
Crypto Investors and Traders
For individuals actively engaged in trading, staking, DeFi protocols, NFTs, meme coins, or managing complex crypto portfolios.
Contributors & Operators
We help contributors who are paid by DAOs, protocols, or startups — often across borders, chains, and wallets.
Founders & Builders
Token grants, vesting, 83(b) elections, and strategic planning for liquidity events and exit readiness.
High-Net-Worth Individuals
From token unlocks to family trust formation, we help crypto-native clients protect, preserve, and pass down wealth.
Crypto Newcomers
Whether you bought your first ETH last month or got paid in tokens for the first time—welcome. We’ll make sure you start clean and stay compliant.
Expats & International Clients
From São Paulo to Singapore, we support globally mobile clients in structuring their crypto exposure with clarity and compliance.
Trusted Crypto Tax Experts
Why work with us
Expert crypto tax solutions tailored to your portfolio — ensuring accuracy, compliance, and personalized support.
Schedule a free consultationDeep Crypto Expertise
We don’t just work in crypto—we live it. Our team has deep, hands-on experience across DeFi, DAOs, NFTs, validators, and on-chain accounting.
Predictable Pricing, No Surprise Bills
No hourly rates. No hidden fees. Fixed-fee engagements and subscription plans so you always know what to expect.
Seamless Support, Your Way
We meet you where you are—email, Telegram, Signal, Discord, Twitter—so you’re always in the loop, without the back-and-forth.
Beyond Tax Filing, A Strategic Partner
We help optimize your financial position with year-round planning, loss harvesting strategies, and compliance support tailored to your crypto activities.
Pricing & Packages
Fixed-fee pricing designed for clarity and predictability. Whether you’re an investor, founder, or managing a multi-chain portfolio, our structured approach ensures tax and accounting are effortless. Choose between one-time filings or ongoing tax and reconciliation services, with pricing set per tax year—ensuring stability as you scale.
Cryptocurrency Tax Reporting
We go beyond counting transactions. Our approach ensures accurate, audit-ready tax reporting, factoring in wallets, exchanges, protocols, and the complexity of on-chain data.
Choose from Standard, Advanced, or Professional reconciliation packages—tailored for traders, DeFi users, and multi-chain portfolios.
Our process begins with onboarding and setup, where we collect wallet addresses, API keys, and relevant transaction data to populate our reconciliation tools. We are software-agnostic, working seamlessly with platforms like CoinTracking, Koinly, Awaken, CryptoTaxCalculator, or any tools you prefer.
A deep review follows, resolving issues around staking, lending, meme coins, DeFi rewards, and cross-chain activity. The final report includes capital gains, losses, fees, and Form 8949, ready for integration into your preferred tax platform.
No hourly rates, no surprises—fixed pricing, full transparency.
STANDARD
Starting at
Support for:
- Major Chains like BTC, ETH, SOL, EVMs
- Major Exchanges like Coinbase, Gemini, Kraken
- Basic transactions: trading, staking, transfers, airdrops
- Light NFT or DeFi activity
Estimated Completion Time: 4–6 weeks from receipt of client data
Schedule a free consultationADVANCED
Starting at
Support for:
- Everything in Standard
- DeFi transactions: LPs, lending, staking
- Most chains, exchanges, smart contracts
- Meme trading, NFT/GameFi/P2E activity
- Mining, validating, nodes
Estimated Completion Time: 6–8 weeks from receipt of client data
Schedule a free consultationPROFESSIONAL
Starting at
Support for:
- Everything in Advanced
- High-frequency, low-liquidity trading
- Extensive DeFi, NFT/GameFi/P2E complexity
- Full support for mining and node ops
Estimated Completion Time: 8–10 weeks from receipt of client data
Schedule a free consultationAreas of Expertise
Mid-Year Reconciliation
Review and reconcile crypto activity mid-year to ensure accurate tracking and prevent surprises.
End-of-Year Loss Harvesting
Year-end reconciliation and strategic loss harvesting to reduce overall tax liability.
Multi-Year Backlog Cleanup
Rebuild multi-year histories to fix reporting gaps and prepare late filings.
On-Chain Accounting
Map, classify, and document on-chain activity across protocols and wallets.
Wealth & Estate Planning
Integrate digital assets into long-term wealth planning and trust structures.
Tax Optimization Strategy
Plan holding periods, optimize entity structures, and defer gains where possible.
Platform Integration Support
Assist with tools like Koinly, CoinTracking, or Awaken for seamless data import.
Token Basis Review
Audit historical cost basis across bridges and swaps for Form 8949 readiness.
CPA-Ready Reporting
Final deliverables structured for tax platforms or direct use by your CPA.
Individual Tax Service
Navigating personal income tax—with crypto income, staking rewards, NFT sales, and DeFi earnings—often means wrestling with unfamiliar forms, multiple data sources, and ever-shifting IRS guidance. Our Individual Tax Return service brings it all together under one roof: we consolidate your on-chain transactions and off-chain earnings, apply best-practice cost-basis methodologies, and handle every line of your 1040 (plus any state filings). Whether you simply want confidence that your return is accurate, or need help optimizing retirement, charitable giving, and trust structures alongside your crypto, we’ve got you covered with transparent, fixed-fee pricing and email or call-based support through every step.
ESSENTIALS
Starting at
Best for: Individuals with clear-cut income, investment, or crypto activity and no complex structures.
Support for:
- Form 1040 preparation including all crypto-related income
- Schedule D & Form 8949 capital gains/losses reporting
- Investment, real estate & K-1 reporting
- Email-based support from our tax team
- No strategic planning or advisory
STRATEGIC
Starting at
Best for: Individuals with multiple income streams, international exposure, and with evolving tax planning needs.
Support for:
- Everything in Essential
- Tax strategy & planning throughout the year
- Mid-year & year-end check-ins
- Priority email + phone support
Areas of Expertise
State & City Tax Filing
Preparation and compliance for all state and certain local income or franchise tax returns.
Mid-Year Tax Review
Half-year filing check-in to adjust estimated payments and optimize withholding.
End-of-Year Tax Strategy
Proactive planning to harvest losses, accelerate deductions, and minimize your 1040 liability.
Foreign Shareholder Filing (5472)
U.S. compliance for nonresident owners of domestic corporations and LLCs.
Dual-Status & Visa Holder Return
Tailored return preparation for immigrants, expatriates, and mixed-status taxpayers.
Estate & Succession Planning Review
Evaluation of wills, trusts, and beneficiary frameworks to ensure a smooth and compliant transfer of assets.
Advisory & Tax Planning
At Darien Advisors, we partner with founders, operators, and finance teams to turn tax and financial strategy into a competitive advantage. Whether you’re scaling a crypto-native startup, managing a DAO treasury, or navigating multi-jurisdictional operations as a fund or foundation, we bring structure, clarity, and execution to every decision.
Our Advisory & Tax Planning engagements are built to flex with your business—each offered with a fixed scope, transparent fee, and clearly defined deliverables. From tactical support to long-term planning, we meet you where you are and scale with your needs. As your operations grow, you can augment your package or transition into a broader engagement that supports ongoing execution across tax, treasury, and governance.
SPRINTS / ONE-OFF
Starting at
Best for: Clients with a specific event — like a token launch or equity sale.
Schedule a free consultationOngoing advisory
Starting at
Best for: Clients who need frequent, high-touch access to the team.
Schedule a free consultationAreas of Expertise
Entity Structuring Sprint
Rapid setup and optimization of your corporate or LLC structure to align with growth, liability, and tax goals.
Token Launch & Equity Event
End-to-end planning and compliance support for ICOs, token sales, SAFE financings, or equity rounds.
Retirement & Trust Planning
Integrate crypto assets into tax-efficient retirement vehicles and trust structures.
Grant & Foundation Setup
Establish donor-advised funds or grant-making foundations with crypto assets.
Estate & Succession Planning
Evaluate wills, trusts, and beneficiary setups for smooth digital asset transitions.