Our Expertise

We're not just "bitcoin" accountants but a team of professionals personally invested within the space. We're a bunch of DeFi & ReFi degens, Web3 Contributors, DAO Participants, NFT collectors, and P2E gamers. Our team is paid in crypto, holds multiple wallets, and loves going down the rabbit hole.

 

We have collective years of trial & error, data massaging, and working with Cointracking, our primary tool. We build API data pulls where needed, but are unashamed of data exports and old fashioned excel. It never gets easier, we are just more ready to handle what complication is thrown our way.

 

Our team brings personal understanding and experience of more complex events to provide qualitative guidance where there is a lack of formal, agency guidance. Events such as: NFTs, Play2Earn, Wrapping/Bridging, Liquidity Pools/Farming, Staking, Validating, Mining, Rebasing, DAOs, Derivatives, Lending, Auto-compounding.

 

We count on a depth of clients across broad reaches of crypto:

  • "Mom and pop" investors & DeFi/NFT Degen
  • Investment funds, family offices, and joint venture

  • Web3 Contributors and DAO members

  • Validators, Miners, Node Operators, DApps & Protocols

  • NFT Content Creators

  • Play2Earn Projects & Gamers

  • Regenerative Finance (ReFi)

 Our Services

Cryptocurrency Tax Reporting

Pricing Plan

We do our pricing a little differently from other crypto "tax experts". For us, it's less about the number of transaction but more about the protocols, wallets, exchanges, your activity, as well as how easy it is for us to reconcile the data.


Our deliverables include US (IRS) and UK (HMRC) compliant tax reporting including gain/losses, gifts/donations, income, fees, and FMV of your positions.

Starter

starting

$750

For casual investors and hodlers.

  • Major Chains: Bitcoin, Ethereum, EVMs.

  • Major Exchanges: Coinbase, Kraken,  Crypto.com

  • Basic Transactions*

  • US or UK Tax Report

*Basic transactions include regular trading, transfers, airdrops, gifting, donation, hardfork, income & spend.

Plus

starting

$1,500

For crypto investors trading on multiple exchanges & services.

  • Most Chains & Exchanges

  • DeFi transactions*

  • GamFi/PE2

  • NFTs

  • US or UK Tax Report

*Any DeFi & non-basic transactions such as margin trades, arbitrage, mining, gaming, staking/interest, masternodes, crypto loans, options/futures, NFT's, etc.

Pro

starting

$2,500

For heavy traders, crypto funds or full on degens.

  • Nearly every Exchanges & Chains, live or not

  • Advanced DeFi/Complex transactions

  • NFTs Trading/Minting

  • Manual import assistance for crypto account

  • US or UK Tax Report

How it works

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  • Import & reconcile exchange & on-chain activities

  • Generate summary tax reports for realized gains/losses, income, fees, gifts/donations

  • Perform periodic reconciliation for estimated tax planning

  • Provide unrealized gain/loss reports for tax loss harvesting opportunities

Expertise

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  • Decentralized Finance (DeFI)

    • Liquidity pools & Vaults

    • Yield Farming

    • Lending

    • Autocompounding

    • Rebasing

  • Staking, Mining, Validating

  • NFT Sales, Swaps, Minting, & Burns

  • Companies with a cryptocurrency treasury

Chains

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  • Bitcoin - of course!

  • Ethereum & EVMS (Avalanche, Binance Smart Chain, Arbitrum, Harmony, Celo, Fantom, Polygon, & Cronos)

  • "ETH Killers" such as Algorand, Solana, Cardano, Zcash, & Tezos

  • Cosmos & the broader IBC

 

Not listed? Just ask, we've probably dabbled with it and if not, we're game to build out support!

Tools

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  • Preferred: Cointracking.info

  • Secondary: Koinly, Cointracker.,  Accointing, Coinpanda

  • NFTBank, Apeboard, Stake.tax, Apollo-export

  • Classic Excel (We're accountants)

Our Process

1. Client Set-up

Provision Cointracking.info account & gather wallet addresses, APIs & CSV files.

3. Initial Review

Compare balances per on chain & adjust for common issues such as missing or incorrect data.*

5. Adjustment & Clean Up

Import adjustments were identified during the secondary review & reclassify activity based upon client feedback.*

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2. Importation

Import wallet addresses, APIs and csv files. Massage data & import activities that aren't natively supported.

4. Deep Review

Focus on material transactions. Generate a list of comments/requests for the client to provide input on.*

6. Reporting & Client Review

Issue final, PDF report detailing activity as well as provide exports for your tax tool of choice. If working with us, finalize your tax returns with our CTR data. *

* Performed by our senior accounting team

Advisory Services

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Personal Taxes

We can prepare your personal tax filings inclusive of both crypto & non-crypto income, deductions, and activities

Pricing: Typically $375 to $750

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Business Taxes

We can prepare your business tax filings inclusive of both crypto & non-crypto income, deductions, and activities

 

Pricing: Typically $750 -$1,500

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Tax Compliance

  • Prior period reviews

  • Amended returns

  • Transaction specific advisory

  • Deferred compensation, equity/token incentive programs (restricted tokens & options)

  • Entity formation & tax structuring

  • Estimated taxes & strategic tax planning

  • Retirement & wealth planning (SD IRA/401(k), Trust

  • Expat & foreign tax compliance

Pricing: $150 per hour

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Accounting, Reporting & Treasury Management

  • Business, start-up & development entities accounting

  • Portfolio management & reporting

  • Financial compilations & reviews

  • Budgeting, forecasting, & strategic planning

  • Outsourced controller & CFO services

  • Treasury structuring & management

  • Internal controls & good governance.

Pricing: $150 per hour

Our Full Service List

Individual Investors

  • Crypto Tax Reports

  • Consultancy

  • Tax Planning

  • Tax Filings (US: IRS & UK: HRMC)

  • CRA Audits

  • Wallet/Exchange Account Reconciliations

  • Entity Formation

 

Start-Ups & VC Backed Corps

  • Cap Table Management

  • Financial Modeling

  • Year-End Support

  • Tokenomic & White Paper

Crypto Corporations

  • Initial Coin Offerings (ICO) Support

  • Online Bookkeeping

  • Consultancy

  • CFO Services

  • Tax Planning

  • CRA Audit Support

  • Year End Support

  • NFT Calculations

  • Crypto Taxable Income Reports

  • Corporate Tax Return

  • GST/HST Filings

  • CRA Representations

  • Reviewed Financial Statements

  • Audited Financial Statements

  • Business Process Development

  • Cap Table Management

  • Token Vesting & Lockup Tracking

Family Offices & VC Funds

  • Consultancy

  • Investment Deal Tracking

  • System Improvements

  • Back Office Support

  • Tax Planning

  • Year-End Support

  • Year-End Financial Statements

  • Corporate Tax Return Filings

  • Project Management

  • Outsourced CFO Services

Other Services

  • Early Stage Tax Planning

  • Audited Financial Statements

  • Accounting Firms Crypto Support

What are the next steps?

Book a free consultation

You’ll be asked a few questions to help us structure our working relationship.

2

Review our proposal

You’ll receive a detailed list of services tailored to address your needs.

3

Let the journey begin

You’ll choose how we move forward at a cadence and price that works for you.

1

 

Frequently Asked Questions

Do you support all exchanges/wallets?

We support most to all exchanges/wallets. The scope of support would vary & some may require more work which can change the scope. We love learning & expanding our support of exchanges & wallets. This will be discussed with the client & the scope would be confirmed.

How long does does it take to get my tax reports?

Once you have signed & paid, actually, once you've provided us with all wallet addresses & API keys & depending on your case, we commit to complete within 4 - 8 weeks, pending complexity of your situation and your cooperation. After onboarding & importing we should have a better estimate. Should we find anything specific at this stage, we would reach out

What crypto tax tools/services do you use?

We use several tools (Koinly, Accounting, Cointracker...) & services (ApeBoard, Zapper, Blockexplorers...), but our preferred one is Cointracking.info. We provision each one of our clients with a Cointrackinlinfo account on us. This is where we will be generations tax reports, such as Form 8949, income report, gift/donation report, lost/stolen report, fees report, & closing position report.

I have an existing CPA relationship, can I still work with you?

Of course! Many of our clients have established CPA relationships & we understand that cryptocurrency is just one facet of your financial situation.

Do you service international clients (non-US)?

Are there any additional fees?

During the onboarding & importation process, we may uncover significant matters requiring additional time to address in order to deliver accurate reports (e.g. non-supported DeFi activities). We will communicate in writing such matters & the additional fees to rectify.

We primarily service the US & UK markets, but are expanding into the commonwealth (CA/AUS/NZ). Our software allows us to generate tax reports for most countries, so we would be happy to find a way to work together if you're outside our main practice areas and have an existing relationship with an accountant/CPA in your country that can file.

How accurate is the reports you provide?

What is the best way of communication?

We'll default to email as our primary method, but also offer a private Discord channel for each of our clients. For all video calls we use Google or Zoom. No phones though.

What if there is an audit?

We are more than happy to support in the advent of an audit. We are not tax attorneys so in advanced cases we may refer you to our partners, but can assist with any inquiries, responses, and most matters that arise.

What if I'm using a different crypto tax tool?

We will guide you on obtaining your information & portfolio to import into our preferred solution Cointracking.info. While there are other tools, most do not have the capabilities in yielding an accurate report & do not have the flexibility that allow us to properly analyze your activities.

We provide materially accurate reports. Given the high volume of cryptocurrency transactions, lack of good data, and inherent complexity of certain events, we focus on the most critical, tax impacting transactions. Typically our procedures scope down to review $500 to $1,000 transactions to ensure material accuracy.

I have not filed my crypto tax last year, can you help?

We pass no judgement and can certainly bring you up to speed with the tax authorities. We'll just need your most recently filed return, crypto data, and tax documents to hit the ground running and reduce future penalties.

Do you file extensions?

We certainly can, we'll just need your prior year return and authorization to do so.