Crypto Tax Preparation

Crypto taxes
done right.

We handle everything — from simple Coinbase trades to million-transaction DeFi portfolios. No personal information required. You get a clean, audit-ready Excel workbook your CPA can actually use.

2,500+
Clients Served
1M+
Max Transactions
50+
Exchanges Supported
0
Personal Info Needed
5–7d
Turnaround
Crypto Tax Specialists.
That's All We Do.
We're a dedicated crypto tax preparation firm. We don't do bookkeeping, payroll, or general tax returns. We do one thing — crypto taxes — and we do it better than anyone.

We don't need your Social Security number, date of birth, or home address. Just your exchange exports and wallet data. Your identity stays with you — we only work with transaction data.

🛡️
No SSN, DOB, or address needed — we only work with transaction data
Exchange CSV exports only — we tell you exactly what to download
DeFi, NFTs, staking, lending — we handle all of it
Multi-year filing — catch-up filings, amendments, back years
Works with your CPA — we prepare the crypto portion, they file your return
From 50 Transactions
to Over 1 Million.
Whether you made a few Coinbase trades or you're running a complex DeFi portfolio across 20 chains — we've seen it and we've filed it.
Casual Traders
50 – 500
Coinbase, Kraken, simple buys and sells. You bought some Bitcoin and Ethereum and need it reported correctly. Quick turnaround, straightforward reporting.
Active Traders
500 – 50K
Multiple exchanges, some DeFi, staking rewards, NFT activity. The type of portfolio most tax preparers can't handle. We do it every day.
Power Users & Degens
50K – 1M+
Yield farming, liquidity pools, cross-chain bridges, hundreds of tokens, MEV bots. The portfolios everyone else turns away. We welcome them.
Every Corner of Crypto.
Covered.
We don't just handle the easy cases. We specialize in the complex ones.
📊
DeFi Protocols
Uniswap, Aave, Curve, PancakeSwap, Orca — liquidity pools, yield farming, staking, lending, and bridging across every major chain.
🎨
NFTs
Minting, trading, royalties, gaming assets, and collections. Proper cost basis tracking even for complex multi-step mints.
🔄
Multi-Exchange
Coinbase, Kraken, Binance, Gemini, KuCoin — 50+ exchanges consolidated into one unified transaction history.
📋
Form 8949 & Schedule D
Complete cost basis reporting with lot-level detail. Every disposition documented and audit-ready.
📅
Multi-Year Filing
Back-filing 2+ tax years, amended returns, and catch-up filings. We reconstruct history from blockchain data when exchange records are lost.
💰
Cost Basis Optimization
FIFO, LIFO, HIFO, Specific ID — we model every method and recommend the approach that minimizes your tax liability.
One Excel File.
Everything You Need.
No confusing PDFs. No login to some portal. You get a clean Excel workbook with every sheet organized and labeled — ready to hand to your CPA or use yourself.
📊
Structured Excel Workbook
Form 8949, capital gains, income, per-exchange breakdowns, 1040 Schedule 1, and margin fees — all in organized, filterable sheets.
🔍
Per-Exchange Breakdown
Every exchange and wallet separated. 1099-DA matching ready. Easy to cross-reference with what brokers report to the IRS.
Audit-Ready Documentation
Every transaction traced to its source. If the IRS asks "where did this number come from?" — we have the answer.
Works With Your CPA
Clean Excel workbook your CPA can use as-is. Need a specific format for their tax software? Just let us know — we'll make it work.
Smith_2024_CryptoTax.xlsx
Buys
Sells
Tax Year 2024
Coinbase
Non 1099-DA
Form 8949 - Crypto Txns
Form 1040 Schedule 1
Margin Fees
#
Asset
Action
Date Acq.
Date Sold
Proceeds
Cost Basis
1
BTC
Sell
01/15/2023
03/22/2024
$42,150
$28,340
2
ETH
Sell
06/03/2023
02/14/2024
$3,420
$1,890
3
SOL
Trade
09/18/2023
01/05/2024
$2,180
$890
4
USDC
Trade
11/22/2023
04/10/2024
$15,000
$15,000
5
UNI-V3
LP Exit
03/01/2023
12/28/2024
$8,740
$6,120
6
AAVE
Sell
07/14/2023
05/02/2024
$1,250
$780
7
MATIC
Sell
04/20/2023
11/15/2024
$640
$1,120
...
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Four Simple Steps.
No complicated onboarding. No portals to learn. Just send us your data and we handle the rest.
1
Book a Call
Quick free consultation. We learn about your situation, tell you what we need, and give you a quote.
2
Send Your Data
Export your transaction history from each exchange. We send you step-by-step instructions for every platform you use.
3
We Process
Our team consolidates every transaction, optimizes cost basis, and produces your audit-ready workbook — reviewed by our crypto tax specialists.
4
You're Done
Hand the Excel file to your CPA, or use it yourself. Everything they need to file your crypto taxes is in one workbook.
Built for Crypto.
Nothing Else.
We're not a general accounting firm that also does crypto. Crypto tax is all we do, every day.
No Personal Info Required
We never ask for your SSN, date of birth, or address. We work exclusively with blockchain data and exchange exports. Your identity stays with you.
Real Specialists, Not Software
We're not just running your data through TurboTax. Our team manually reviews every file, catches errors, and optimizes your cost basis.
Any Complexity Level
Simple Coinbase buys, cross-chain DeFi, LP positions, staking, airdrops, lost wallets — we've handled it all. Nothing surprises us.
1099-DA Ready
The new broker reporting rules are here. Our deliverables reconcile with exchange-reported data and help prevent IRS mismatch notices.
Multi-Year & Amendments
Behind on crypto taxes? We can reconstruct years of history from blockchain data, even when exchange records are lost or incomplete.
Direct Communication
Talk directly to the people working on your file. No ticket systems, no call centers. Real people who understand crypto.
Ready to get your
crypto taxes handled?

Book a free 30-minute consultation. We'll review your situation, give you a quote, and get started.

Schedule a Free Call →