Our Services:
What We Offer to Meet Your Needs
Speed & Security
Flexibility & Scalability
Better Collaboration
Fast turnaround on crypto reconciliation and report preparation, with secure handling of your API keys and CSV files.
Whether you have a few trades or thousands across CEX, DEX, and DeFi – we adapt our workflow to your level of activity.
We work alongside you, your CPA, or (for UK clients) our partnered UK accountant to make sure your crypto data is filing-ready.
Crypto tax
consultation
Crypto Tax Platform Setup & Reconciliation
Crypto Tax Report Generation
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Personalised guidance on your crypto activity and tax implications.
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Help understanding cost basis, capital gains, and income from staking, mining, NFTs, etc.
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Recommendations for record-keeping and workflow so future years are easier.
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For UK residents: clarify how your reconciled crypto data will flow into your Self Assessment and what our UK accountant partner can do for you.
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Set up or clean up your accounts in tools like Koinly, Cointracker, CoinTracking, etc.
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Add and connect all your exchanges, wallets, and DeFi platforms.
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Fix balance issues, duplicate imports, and missing transactions.
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Resolve tagging problems: ICO prices, staking, liquidity, airdrops, NFTs, margin/futures, and more.
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This reconciliation becomes the solid base for your tax reports – and, for UK clients, for the return our accountant partner files with HMRC.
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Accurate capital gains/losses calculations from your reconciled data.
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Clear breakdowns for income (staking, airdrops, mining, etc.).
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Portfolio performance analysis to understand your results over time.
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Customisable, tax-office-ready reports for your country (e.g. Form 8949 / Schedule D, HMRC Capital Gains Summary, Schedule 3, ATO reports).
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Use these reports to file yourself, share with your CPA, or – if you’re in the UK – let us securely pass them to our UK accountant partner to complete and file your return.
Frequently Asked Questions
What does the crypto tax consultation include?
Our consultation services provide basic guidance on crypto tax matters, help with cost basis calculation, capital gains reporting, and maintaining accurate records. This ensures you understand your tax obligations and how to meet them effectively.
How do you calculate the cost basis for crypto transactions?
We use various methods to calculate the cost basis, such as FIFO, LIFO, HIFO, Shared Pooling, ABC, and Spec ID. We choose the method that best fits your situation and complies with your country’s tax regulations.
What does setting up a crypto tax platform account involve?
Setting up your account includes linking your crypto wallets and exchanges to a tax platform like Koinly, Cointracker, or Cointracking. We ensure all your transactions are imported and categorized correctly.
What types of errors can you resolve in my crypto tax platform account?
We address various issues, including incorrect balance calculations, missing tags, ICO prices, and problems with staking or liquidity transactions. Our goal is to ensure accurate and complete data for tax reporting.
What is included in the crypto tax report?
A comprehensive report in PDF format that includes a detailed capital gains summary, other gains, a complete list of all capital gain transactions, end-of-year balances, an extensive asset summary, and all income transactions.
Can I customize the reports?
Yes, we offer customizable reports to fit your specific needs. You can specify any additional details or formats required, and we will tailor the report accordingly.
How quickly can I expect to receive my tax report?
The time required depends on the complexity of your transactions and the completeness of your data. Generally, it takes a few days to a week after we have all the necessary information. The approximate estimated time can be found on our Pricing page.
What if I have specific requirements or questions about my tax report?
If you have specific requirements or questions, please let us know during the consultation or through the quote form. We will address your needs and ensure your report is tailored to your requirements.
Do you offer ongoing support after my tax report is filed?
Yes, we offer ongoing support for the tax year you purchased. If any questions or issues come up after your tax report is filed, you can reach out to us at any time for help.
