Years of transactions, reconciled and filed.

Who this is for

You are in the right place if any of the following is true. Most people who call us are in three or four of them at once.

• Two or more tax years where crypto activity was never reported, or reported from a number you could not reconstruct today
• Transactions spread across multiple exchanges, self custody wallets, and on chain protocols
• An exchange that shut down, delisted, or lost your history before you exported it
• Staking, mining, airdrop, lending, liquidity pool, bridge, or NFT activity that never appeared on a 1099
• A CP2000, Letter 6173, Letter 6174, or 6174-A regarding virtual currency
• A prior preparer who imported a CSV, produced a number nobody could tie out, and moved on

Exactly what the engagement includes

Every item below is inside the fixed fee. Nothing here is billed as an extra once we have quoted the work.

• Full transaction reconciliation across centralized exchanges, self custody wallets, and on chain activity, wallet by wallet and venue by venue
• Cost basis reconstruction where records are missing, using surviving on chain history, fiat rails, archived pricing, and documented methodology
• Characterization of staking, mining, airdrop, hard fork, lending, liquidity, and NFT proceeds as ordinary income or capital, with the reasoning written down
• Form 8949 and Schedule D, by year, tied to the reconciliation
• Schedule 1 or Schedule C treatment where activity rises to a trade or business
• Amended federal returns on Form 1040-X and the corresponding state amendments, prepared and filed by us
• FinCEN Form 114 and Form 8938 analysis where foreign exchanges are involved
• A closing memo describing the methodology, the assumptions, and the open items, retained in your file

How we handle missing cost basis

This is the part that separates a reconciliation from an import, and it is where most engagements actually live. A software tool that cannot match a disposal to an acquisition will assign a zero basis, which quietly overstates your gain and your tax. We do not do that by default.

• We pull on chain history directly by wallet address rather than relying on the exchange export you happen to still have
• We match fiat deposits and withdrawals against bank and wire records to anchor the acquisitions that predate any surviving CSV
• We use archived daily pricing for the venue and date in question, not a single present day source applied backward
• Where basis genuinely cannot be established, we say so in writing, apply a documented method, and disclose it rather than burying it
• Identification method is elected deliberately and applied consistently across years, not left to whatever a tool defaulted to
• Every figure on the return traces back to a line in the reconciliation, so an examiner can follow it without a phone call

What the process looks like, and how long it takes

Four stages. We tell you at the end of the first one whether the work is worth doing, before you have spent anything.

• Scoping call, no charge, about thirty minutes. Years involved, venues, rough transaction count, whether a notice has arrived, whether anything was filed at all
• Fixed fee quote in writing, usually within two business days. You accept it before any work starts. We do not bill hourly against an unknown
• Reconciliation, typically three to six weeks from the point we have complete access, longer where several years must be reconstructed from chain data
• Returns prepared, reviewed by a CPA, and filed, with the closing memo delivered to you and retained in the file

What we do not do

Saying this out loud is part of the engagement. A firm that claims everything is a firm that has not thought about the edges.

• We are not a law firm. Where conduct raises a criminal exposure question rather than a compliance one, you need a tax attorney first, and we will say so on the first call rather than the last
• We do not offer an opinion that a position is more likely than not without doing the research to support it
• We do not take on a cleanup we cannot finish before a statute or a notice deadline runs, and we will tell you if the calendar has already closed
• We do not sell trading strategy, tax loss harvesting products, or referrals to platforms that pay us

How we quote it

Pricing is set per engagement, in writing, after the scoping call, and it does not move unless the scope does. Three things drive it: how many transactions there are, how many separate venues they are spread across, and how much of the history has to be rebuilt from chain data rather than imported from an export you still have. Reconstruction is the expensive variable, not volume. Ten thousand transactions from one exchange with a clean export is a smaller job than four hundred transactions across six venues where three of them no longer exist. We will tell you which one you are on the scoping call.

Questions we get asked first