For Individuals.
Institutional-grade tax strategy and reconciliation for the personal portfolios of the digital economy.
Reconciliation
Forensic tracking across wallets and DeFi protocols for audit-ready summaries.
Compliance
Filing for individuals and trusts. FBAR, FATCA, and dual-status returns.
Advisory
Entity structuring, trust structuring, and wealth preservation strategies.
Resolution
Representation for IRS audits. Notice handling and retroactive cleanup.
Areas of Expertise
Comprehensive coverage across the entire digital asset lifecycle.
Wealth & Estate Planning
Integration of digital assets into long-term wealth planning, trust structures, and cross-border inheritance strategies.
Tax Preparation & Filing
Comprehensive 1040 preparation handling complex DeFi interactions, staking income, and international reporting requirements under one roof.
Cryptocurrency Reconciliation
We reconcile your cryptocurrency activity across wallets, exchanges, and protocols.
Audit Defense
Expert representation and response preparation for IRS or state tax authority inquiries.
Onchain Accounting
We don't just export CSVs. We trace transaction hashes to correctly classify complex DeFi interactions, bridging, and staking events.
method:liquidity_add
value_eth:32.5
gas_used:21000
status:confirmed
Backlog Cleanup
Rebuilding multi-year transaction histories to fix reporting gaps.
Who We Work With
Tailored strategies for every participant in the digital economy.
Active Investors
For individuals engaged in high-volume trading, staking, LPing, and navigating complex DeFi protocols.
Contributors & Operators
Handling cross-border payments, token compensation, and self-employment tax structures.
Founders & Builders
Strategic planning for token grants, 83(b) elections, vesting schedules, and pre-liquidity event structuring.
High Net Worth Clients
Wealth preservation, trust formation, and estate planning for high net worth individuals.
Crypto Entrants
Guidance for those new to the asset class, ensuring proper initial reporting.
Global Citizens
Complex residency planning and tax optimization for expats and nomads moving between jurisdictions.
Cryptocurrency
Tax Reporting.
Review
A deep audit of your portfolio, assessing data completeness and recommending actionable cleanup steps.
Full Service
Complete end-to-end reconciliation from data importation to a tax-ready final report.
Bespoke
For multi-year historical cleanup, complex DeFi activity, and specialized edge cases.
* The crypto tax tool platform fee isn't included in our fee and is priced separately.
Frequently Asked Questions
What is the difference between the Crypto Review, Standard, and Bespoke tiers?
The Crypto Review is an initial audit of your existing data to identify gaps and recommend fixes for you to handle. The Standard tier is our end-to-end full service where we manage the entire reconciliation process from raw data to a final, audit-ready report. Bespoke is reserved for complex, multi-year historical cleanups or highly specialized onchain activity that requires custom attention and pricing.
What is included in the Cryptocurrency Tax Reporting?
Our reporting covers capital gains and losses, income from staking or mining, and comprehensive reconciliation of your wallet and exchange activity across multiple chains.
How do you determine which tier I fall into?
We assess your transaction volume, the number of wallets or exchanges you use, and the complexity of your DeFi or NFT activity during our initial free consultation.
Do you support historical cleanup?
Yes. If you have missing years or need a retroactive review, we can reconstruct your transaction history to bring your accounts back into compliance.
Individual Tax Service
Navigating personal income tax, with crypto income, staking rewards, NFT sales, and DeFi earnings, often means wrestling with unfamiliar forms and ever-shifting IRS guidance. Our Individual Tax Return service brings it all together under one roof. We consolidate your onchain transactions, apply best-practice cost-basis methodologies, and handle every line of your 1040.
Essentials
Best for: Individuals and Sole Props with clear-cut income, investment, or crypto activity and no complex structures.
Strategic
Best for: Individuals and Sole Props with multiple income streams, international exposure, and evolving tax planning needs.
* Need to catch up? We also provide comprehensive support for prior year filings and historical tax cleanup.
Advisory &
Tax Planning
At Darien Advisors, we partner with individuals, active investors, and high net worth clients to turn tax strategy into a competitive advantage. Whether you’re managing a complex personal portfolio, navigating cross-border investments, or planning for generational wealth, we bring structure and clarity to your financial decisions.
Our Advisory engagements flex with your personal needs, each offered with a fixed scope, transparent fee, and clearly defined deliverables.
Book a free consultationPersonal Entity Structuring
Strategic setup of personal LLCs or holding companies to align with liability protection and tax optimization goals.
Pre-Liquidity Planning
End-to-end planning for founders and early employees navigating token vests, 83(b) elections, and major liquidity events.
Retirement & Trust Planning
Integrate your cryptocurrency assets into tax-efficient retirement vehicles and specialized trust structures.
Charitable Giving
Structure charitable giving through donor-advised funds, charitable remainder trusts, and private foundations, maximizing the impact of appreciated assets.
Estate & Succession Planning
Evaluate wills, living trusts, and secure beneficiary setups ensuring smooth transitions for digital assets.
Global Residency Planning
Plan residency, dual-citizenship impact, and personal tax exposure across multiple jurisdictions.
Resolution & Notice Support
Whether you’re dealing with a missed filing, confusing IRS letter, or multi-year issue, we offer structured support to help you resolve tax matters confidently, at the level that matches your needs. Our Resolution & Notice Support is designed to guide you step by step, first by uncovering and organizing your historical transactions, then by filing any necessary amended returns, and finally by negotiating directly with tax authorities on your behalf.
Our Approach
We begin with a prep call to map out your current notices, filings, and crypto footprint. From there we:
Assemble & Analyzeyour historical data and IRS transcripts
Executethe selected package, drafting returns, letters, and communications
Negotiateon your behalf (where applicable) to minimize penalties and interest
Preventfuture issues with our tailored “Notice Prevention” playbook and ongoing check-ins
All packages are fixed-fee per notice or tax year, so you know the investment up front, and we’ll always tailor any scope you need to resolve your situation once and for all.
Essential
Best for: Individuals with a single notice or missed filing who want expert help preparing and submitting the right paperwork, without full IRS representation.
Enhanced
Best for: Clients with multiple notices or up to two years of issues who want a balance of hands-on guidance and some IRS representation.
Comprehensive
Best for: Individuals or businesses needing full IRS representation and support across multiple years or during an audit.
Ready to feel confident about your taxes?
Schedule a free consultation to discuss your specific digital asset situation and see how our methodology can bring compliance and peace of mind.