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Crypto & Digital Assets

DeFi, staking, NFTs, and chain analysis — reported correctly.

Cost basis reconstruction, DeFi reporting, and audit defense for high-frequency on-chain activity.

1099-DA
New §6045 reporting
$3K
Annual loss vs. ordinary income
0%
Wash sale on crypto (current law)
What we see

The patterns that cost you most.

Cost basis lost across chains

Years of swaps, bridges, and lost exchange records make reconstruction painful.

DeFi taxable events ignored

Liquidity provision, staking rewards, lending interest, airdrops — all taxable, often as ordinary income.

1099-DA and IRS letters incoming

New digital asset reporting under §6045 means the IRS knows. CP2000 letters are accelerating.

How we work

Strategies that map to your reality.

01

Wallet reconciliation engine

We use chain-analysis tooling (Koinly, CoinTracker, custom scripts) plus manual review to reconstruct accurate FIFO/specific-ID basis.

Defensible, audit-ready basis
02

Tax-loss harvesting (no wash-sale)

Crypto isn't subject to wash-sale rules (yet) — harvest losses, repurchase immediately, lock in deductions.

$3K+ annual ordinary offset
03

Charitable crypto donations

Donate appreciated crypto held >1 year — deduct fair market value, skip the capital gain entirely.

Up to 30% AGI deduction
Common questions

FAQs.

Does the IRS really know about my crypto?+

Increasingly yes. Centralized exchanges already issue 1099s; broker reporting under 1099-DA expands this dramatically. Voluntary compliance is far cheaper than waiting.

How do you handle DeFi reporting?+

We trace each protocol interaction, classify it (income vs. capital), and produce a defensible Form 8949 plus supporting schedules.

Other verticals

Ready for an industry-specific strategy?

Book a strategy call. We'll review your last return and identify exposure before quoting any engagement.

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