Services: List
Our Services
Cryptocurrency Tax Reporting
Unlike traditional crypto "tax experts" who focus solely on the number of transactions, we take a holistic approach. Our pricing is tailored to your unique crypto activities—be it protocols, wallets, exchanges, or the ease of reconciling your data.
Customizable Packages to Suit Your Needs
We offer three main packages, each designed to meet different levels of complexity and requirements. But that's not all—each package is fully customizable with multiple options to ensure it fits your specific needs like a glove.
Pricing Plan & Package
For casual investors and hodlers.
-
Coordinate request and collection of wallet addresses, API keys, and import data.
-
Import wallet, exchange, and blockchain data into Cointracking
-
An initial review to reconcile any differences between on-chain or exchange balances to ensure a proper, complete importation
-
A deep review of the activity to identify any missing data, correct uncategorized transactions from API pulls, and ensure correct treatment of complex transactions
-
A final review to clear remaining basis issues, evaluate cost-basis methodologies, review the draft tax reports for accuracy and correct presentation
-
The final reporting package includes the following reports with commentary: capital gain and losses, income, fees, loss, and stolen items, gifts and donations, as well as Form 8949 for inclusion in tax return filings. The Form 8949 can be generated in a flat CSV or formatted for Drake, Turbotax, or TaxAct.
-
Major Chains such as Bitcoin, Ethereum & related EVMs.
-
Major Exchanges such as Coinbase, Kraken, Gemini, & Binance
-
Basic transactions such as trading, transfers, airdrops, gifting, donations, and forks.
-
Light DeFi or NFT activities
The estimated completion time is 3-4 weeks from receipt of client data.
-
Mid-Year Reconciliation
-
End-Of-Year Loss Harvesting
-
30min or 1hr Tax Planning Call
Report Review Meeting - 30 minutes
In this 30-minute meeting, you will have the opportunity to connect with our knowledgeable Cointracking expert, who has worked diligently on your project. This session allows you to discuss your report in detail, raise any queries or concerns, and gain a deeper understanding of its contents.
starting at $1,000 per tax year
For multi-chain, multi-token, smart contracts & NFTs
-
Coordinate request and collection of wallet addresses, API keys, and import data.
-
Import wallet, exchange, and blockchain data into Cointracking
-
An initial review to reconcile any differences between on-chain or exchange balances to ensure a proper, complete importation
-
A deep review of the activity to identify any missing data, correct uncategorized transactions from API pulls, and ensure correct treatment of complex transactions
-
A final review to clear remaining basis issues, evaluate cost-basis methodologies, review the draft tax reports for accuracy and correct presentation
-
The final reporting package includes the following reports with commentary: capital gain and losses, income, fees, loss, and stolen items, gifts and donations, as well as Form 8949 for inclusion in tax return filings. The Form 8949 can be generated in a flat CSV or formatted for Drake, Turbotax, or TaxAct.
Report Review Meeting - 30 minutes
In this 30-minute meeting, you will have the opportunity to connect with our knowledgeable Cointracking expert, who has worked diligently on your project. This session allows you to discuss your report in detail, raise any queries or concerns, and gain a deeper understanding of its contents.
-
Basic transactions such as trading, transfers, airdrops, gifting, donations, and forks.
-
Most chains, exchanges, and smart contracts
-
Decentralized Finance (DeFi) transactions such as LPs, yield farming, lending, staking, CDOs, margin and derivatives trading.
-
Mining, validating, node operations
-
GameFi/Play2Earn (P2E)
-
NFT purchasing, minting, burning, and trading
This package includes all of the features of the Starter Plan, plus additional email support and guidance throughout the process on more technical and less clear tax-impacting activities.
The estimated completion time is 4-6 weeks from receipt of client data.
-
Mid-Year Reconciliation
-
End-Of-Year Loss Harvesting
-
30min or 1hr Tax Planning Call
starting at $1,750 per tax year
For heavy traders, crypto funds and full-on degens.
-
Coordinate request and collection of wallet addresses, API keys, and import data.
-
Import wallet, exchange, and blockchain data into Cointracking
-
An initial review to reconcile any differences between on-chain or exchange balances to ensure a proper, complete importation
-
A deep review of the activity to identify any missing data, correct uncategorized transactions from API pulls, and ensure correct treatment of complex transactions
-
A final review to clear remaining basis issues, evaluate cost-basis methodologies, review the draft tax reports for accuracy and correct presentation
-
The final reporting package includes the following reports with commentary: capital gain and losses, income, fees, loss, and stolen items, gifts and donations, as well as Form 8949 for inclusion in tax return filings. The Form 8949 can be generated in a flat CSV or formatted for Drake, Turbotax, or TaxAct.
Report Review Meeting - 30 minutes
In this 30-minute meeting, you will have the opportunity to connect with our knowledgeable Cointracking expert, who has worked diligently on your project. This session allows you to discuss your report in detail, raise any queries or concerns, and gain a deeper understanding of its contents.
-
Basic transactions such as trading, transfers, airdrops, gifting, donations, and forks.
-
Nearly every chains, exchanges, dapps and smart contracts
-
Advanced Decentralized Finance (DeFi) transactions .
-
Mining, validating, node operations
-
GameFi/Play2Earn (P2E)
-
NFT purchasing, minting, burning, and trading
This package includes all of the features of the Starter Plan & Plus, plus additional email support and guidance throughout the process on more technical and less clear tax-impacting activities.
The estimated completion time is 4-8 weeks from receipt of client data.
-
Mid-Year Reconciliation
-
End-Of-Year Loss Harvesting
-
30min or 1hr Tax Planning Call
starting at $2,250 per tax year
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.*
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
Tax Services
This includes:
-
Preparation of the Corporation Tax Return package which includes Form 1120 and state return(s)
-
Electronic filing of federal tax return to IRS
-
Electronic filing of state tax return(s) to the relevant state authorities (if applicable)
-
Half hour call to review the draft return package
The client will provide complete and accurate financial documents for the current tax year in order to prepare the return including, but not limited to:
- Income Statement and Balance Sheet
-
General Ledger and Trial Balance
-
Prior year Corporation Tax Return (if applicable)
-
Ownership Information (W-9s, Capitalization Table)
If you have engaged our firm to assist with cryptocurrency tax reporting (CTR) or accounting services, we will include the prepared data within the return.
This service is exclusive of any tax advisory, planning, or optimization services as well as any accounting services to prepare the above documents.
The estimated time of completion is 2 to 3 weeks upon receipt or preparation of these supporting documents.
starting at $750 per tax year
This includes:
-
Preparation of the S Corporation Tax Return package which includes Form 1120-S, related state returns, and form K-1
-
Electronic filing of federal tax return to IRS
-
Electronic filing of state tax return(s) to the relevant state authorities (if applicable)
The client will provide complete and accurate financial documents for the current tax year in order to prepare the return including, but not limited to:
-
Income Statement and Balance Sheet
-
Prior year S Corporation Tax Return (if applicable)
-
Ownership Information (W-9)
This service is exclusive of any tax advisory, planning, or optimization services as well as any accounting services to prepare the above documents.
If you have engaged our firm to assist with cryptocurrency tax reporting (CTR) or accounting services, we will include the prepared data within the return.
The estimated time of completion is 2 to 3 weeks upon receipt or preparation of these supporting documents.
starting at $750 per tax year
This includes:
-
Preparation of the Individual Income Tax Return package which includes Form 1040, relevant schedules and state return(s)
-
Electronic filing of federal tax return to IRS
-
Electronic filing of state tax return(s) to the relevant state authorities (if applicable).
The client will provide all relevant supporting tax documents for the current tax year in order to prepare the return including, but not limited to:
-
Income information (e.g. W-2s, Investment Statements,1099s, K-1s, Profit and Loss)
-
Deduction and credit information (e.g. dependents, mortgage, retirement, healthcare)
-
Prior year income tax return.
This service exclusive of any financial statement preparation for Schedules C & E as well as any tax planning or advisory services.
The estimated time of completion for this service is 2 to 3 weeks from the latter of 1) receipt of the supporting documents 2) approval of the cryptocurrency tax report if you have engaged our firm for this service.
starting at $500 per tax year
This includes:
-
Preparation of the Partnership Tax Return package which includes Form 1065, K-1's, and state return(s)
-
Electronic filing of federal tax return to IRS
-
Electronic filing of state tax return(s) to the relevant state authorities (if applicable)
-
Complimentary 30 minute call to review the draft return package
This service is exclusive of any tax advisory, planning, or optimization services. The client will provide complete and accurate financial documents for the current tax year in order to prepare the return including, but not limited to:
-
General Ledger and Trial Balance
-
Income Statement and Balance Sheet
-
Prior year Partnership Tax Return (if applicable)
-
Ownership Information (W-9s, Capitalization Table)
This service is exclusive of any tax advisory, planning, or optimization services as well as any accounting services to prepare the above documents.
If you have engaged our firm to assist with cryptocurrency tax reporting (CTR) or accounting services, we will include the prepared data within the return.
The estimated time of completion is 2 to 3 weeks upon receipt or preparation of these supporting documents.
starting at $750 per tax year
This includes:
-
Preparation of the Corporation Tax Return package which includes Form 1120 and state return(s)
-
Electronic filing of federal tax return to IRS
-
Electronic filing of state tax return(s) to the relevant state authorities (if applicable)
-
Half hour call to review the draft return package
The client will provide complete and accurate financial documents for the current tax year in order to prepare the return including, but not limited to:
-
Income Statement and Balance Sheet
-
General Ledger and Trial Balance
-
Prior year Corporation Tax Return (if applicable)
-
Ownership Information (W-9s, Capitalization Table)
This service is exclusive of any tax advisory, planning, or optimization services as well as any accounting services to prepare the above documents.
If you have engaged our firm to assist with cryptocurrency tax reporting (CTR) or accounting services, we will include the prepared data within the return.
The estimated time of completion is 2 to 3 weeks upon receipt or preparation of these supporting documents.
starting at $750 per tax year
This includes:
-
Preparation of the Corporation Tax Return package which includes Form 1120 and state return(s)
-
Electronic filing of federal tax return to IRS
-
Electronic filing of state tax return(s) to the relevant state authorities (if applicable)
-
Half hour call to review the draft return package
The client will provide complete and accurate financial documents for the current tax year in order to prepare the return including, but not limited to:
-
Income Statement and Balance Sheet
-
General Ledger and Trial Balance
-
Prior year Corporation Tax Return (if applicable)
-
Ownership Information (W-9s, Capitalization Table)
This service is exclusive of any tax advisory, planning, or optimization services as well as any accounting services to prepare the above documents.
If you have engaged our firm to assist with cryptocurrency tax reporting (CTR) or accounting services, we will include the prepared data within the return.
The estimated time of completion is 2 to 3 weeks upon receipt or preparation of these supporting documents.
starting at $750 per tax year
TR
Accounting Services
This includes:
-
Monthly reconciliation of bank, credit card, or cryptocurrency activities
-
Monthly reconciliation of balance sheet accounts
-
Monthly posting of journal entries and financial close
-
Generation of monthly financial statements
-
Maintain data feeds into your accounting software files
-
Troubleshooting & support
starting at $350
per tax year
Accounting activities will be conducted on behalf of your business to ensure that all financial information is up to date.
This translates to roughly 5 hours per month of support services.
Should volumes or scope significantly change, we will contact the client to propose a fee and scope adjustment accordingly.
Accounting activities will be conducted on behalf of your business to ensure that all financial information is up to date.
This includes:
-
Monthly reconciliation of bank, credit card, or cryptocurrency activities
-
Monthly reconciliation of balance sheet accounts
-
Monthly posting of journal entries and financial close
-
Generation of monthly financial statements
-
Maintain data feeds into your accounting software files
-
Troubleshooting & support
This translates to roughly 5 hours per month of support services.
Should volumes or scope significantly change, we will contact the client to propose a fee and scope adjustment accordingly.
starting at $500
per month
Accounting activities will be conducted on behalf of your business to ensure that all financial information is up to date.
This includes:
-
Monthly reconciliation of bank, credit card, or cryptocurrency activities
-
Monthly reconciliation of balance sheet accounts
-
Monthly posting of journal entries and financial close
-
Generation of monthly financial statements
-
Maintain data feeds into your accounting software files
-
Troubleshooting & support
This translates to roughly 10 hours per month of support services.
Should volumes or scope significantly change, we will contact the client to propose a fee and scope adjustment accordingly.
starting at $1000
per month
Accounting activities will be conducted on behalf of your business to ensure that all financial information is up to date.
This includes:
-
Monthly reconciliation of bank, credit card, or cryptocurrency activities
-
Monthly reconciliation of balance sheet accounts
-
Monthly posting of journal entries and financial close
-
Generation of monthly financial statements
-
Maintain data feeds into your accounting software files
-
Troubleshooting & support
This translates to roughly 20 hours per month of support services.
Should volumes or scope significantly change, we will contact the client to propose a fee and scope adjustment accordingly.
starting at $2000
per month
Accounin
Advisory Services
-
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
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.
Advisory
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.
