Crypto tax solutions for CPAs. We're your white-glove fix.
Your clients' 1099-Digital Asset forms report proceeds with zero cost basis — when assets move to self-custody, the basis data disappears and the gains come out massively inflated. We handle the on-chain reconciliation behind your firm: you keep the relationship, we deliver clean, defensible 1099-DA numbers.
The 1099-DA reporting nightmare lands on your desk.
Your clients are receiving 1099-Digital Asset forms that report proceeds only — zero cost basis. The moment crypto moved to self-custody wallets, the basis the broker was tracking disappeared. The result is massively inflated gains, panicked clients, and reconciliation work most firms aren't equipped for. That's where we come in.
Our white-glove solution for CPAs.
IRS-ready Form 8949
Complete documentation that supersedes the flawed 1099-DA with accurate, defensible cost-basis calculations and Schedule D totals — ready for your filing.
1099-DA asset reconciliation
We reconcile the 1099-DA asset notices from every exchange, correcting zero and unknown cost-basis errors for accurate IRS reporting.
Audit Assurance on our reports
Optional protection for $99. Our 1099-DA corrections have never failed an IRS exam — we defend the numbers we deliver.
Built for CPAs
We partner with CPAs and accounting firms behind the scenes. You keep the client relationship; we handle the on-chain complexity.
Complex cases
DeFi, LPs, bridges, dead exchanges, NFTs — the cases DIY tools can't solve, handled by specialists on software we built ourselves.
Transparent pricing
$95 per asset per exchange, or starting at $295 for a full portfolio. No hidden fees, no surprises for you or your client.
Simple, transparent pricing
No hidden fees. No surprises. Just expert reconciliation.
Per Asset
per asset, per exchange
- Full reconciliation
- Form 8949 ready
- Cost basis calculated
- IRS compliant
Full Portfolio
complete portfolio reconciliation
- All exchanges included
- All digital assets
- Complete reconciliation
- Priority support
- Audit Assurance eligible
Audit Assurance
optional add-on
- Professional fee coverage if our calculations are challenged by the IRS
- IRS exam protection — we defend your client's position
- Expert representation through the audit
- Documentation support for all filings
Audit Assurance covers professional fees if our calculations are challenged. Terms apply.
How partnering works
Always. We work behind the scenes for your firm — your client stays your client. You hand us the crypto piece, we hand back clean, defensible numbers and an IRS-ready Form 8949.
A reconciled Excel workbook plus Form 8949, Schedule D, and supporting documentation — every figure traceable to its source, ready to drop into your client's return.
Yes — from a single wallet to a million transactions across DeFi, LPs, bridges, NFTs, and dead exchanges. It's the only thing we do.
With Audit Assurance, we cover professional fees and defend the reconciliation through the exam. Our 1099-DA corrections have never failed one.
Our 1099-DA corrections have never failed an IRS exam.
We focus exclusively on crypto reconciliation, on software we built around the IRS Core Digital Asset team's guidance. Not a CPA firm yourself? See 1099-DA missing cost basis for individuals.
Protect your clients. Partner with the pros.
Lock in priority service before the filing rush. Book a free call and we'll map out how we plug into your firm.