Our Services
End-to-end tax, accounting, and advisory for individuals and entities navigating the digital asset economy.
Personal Crypto Tax & Accounting
Whether you're an active trader, DeFi participant, NFT collector, or long-term holder, we handle the complexity so you don't have to.
Tax Preparation & Filing
Federal and state tax return preparation tailored to crypto investors. We handle all forms including 8949, Schedule D, and international reporting requirements.
Cryptocurrency Reconciliation
Full transaction history reconciliation across exchanges, wallets, DeFi protocols, and chains. We turn onchain chaos into audit-ready records.
Tax Compliance
Stay ahead of evolving IRS guidance and global reporting requirements. We ensure your crypto activity is fully compliant across all jurisdictions.
Wealth & Estate Planning
Strategic tax planning for high-net-worth crypto holders. Gift tax strategies, estate considerations, and trust structuring for digital assets.
Audit Defense
IRS audit representation and defense for crypto-related matters. We handle correspondence, documentation, and negotiations on your behalf.
Backlog Cleanup
Catch up on unfiled years and messy transaction histories. We reconstruct records and file amended or delinquent returns to get you current.
Free 30-minute consultation. No obligation.
Entity Tax, Accounting & Strategy
For startups, funds, DAOs, protocols, and infrastructure providers building and operating onchain.
Accounting & Financials
Full-cycle bookkeeping, financial statement preparation, and reporting for crypto-native businesses. GAAP-compliant and audit-ready.
Tax Filing & Compliance
Entity tax return preparation, quarterly estimates, and multi-state filings. We handle the full spectrum of crypto entity compliance.
Structuring & Redesign
Entity formation, corporate restructuring, and tax-efficient organizational design for Web3 companies, funds, and DAOs.
Forecasting & Analysis
Financial modeling, cash flow projections, and treasury analysis. Data-driven insights to support fundraising, budgeting, and growth.
Crypto Reconciliation
Enterprise-grade reconciliation of onchain transactions, treasury wallets, and multi-chain activity into unified sub-ledger records.
Finance Function
Outsourced CFO and controller services. We embed as your finance team, handling everything from AP/AR to board reporting.
Free 30-minute consultation. No obligation.
Strategic & Specialized Support
High-stakes advisory, IRS resolution, and strategic planning for complex crypto situations.
Tax Advisory
Proactive tax planning, position analysis, and strategic advisory for individuals and entities with complex crypto portfolios.
IRS & Tax Resolution
CP2000 notices, audits, liens, levies, and penalty abatement. We guide your case step by step with experienced representation.
Amended & Delinquent Returns
Fix past mistakes and file overdue returns. We reconstruct transaction histories and correct prior filings to bring you into compliance.
Onchain Accounting
Native blockchain accounting for DeFi protocols, token treasuries, and onchain entities. Bridging the gap between onchain activity and GAAP.
Free 30-minute consultation. No obligation.
Sprints & One-Off Projects
Not ready for a full engagement? We offer targeted, project-based work for specific needs.
Tax Position Review
One-time assessment of your crypto tax exposure and compliance status.
Reconciliation Sprint
Targeted reconciliation of specific wallets, exchanges, or tax years.
Entity Setup
Formation, EIN, elections, and initial structuring for new crypto entities.
Audit Preparation
Get your records audit-ready with a thorough documentation review.
Free 30-minute consultation. No obligation.
Not sure where to start?
Book a free consultation and we'll help you figure out exactly what you need. No pressure, no commitment, just clarity.