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Crypto Tax CPA

Crypto Tax CPA for Audit-Ready Filings

A licensed CPA reconstructs your cost basis, files Form 8949 and Schedule D correctly, and stands behind every number. Your crypto taxes come back accurate, compliant, and off your plate.

Flat-fee pricing, quoted in writing before any work begins.
★★★★★ 5.0 rating on Google
Who This Is For

Built for People With Real Crypto Activity

If any of these sound familiar, you are exactly who this service was built for.

You trade across several platforms

Multiple exchanges and wallets, and the 1099s never seem to add up to what actually happened.

You are active in DeFi

Swaps, liquidity pools, lending, and bridging created taxable events that no exchange tracked for you.

You earn staking or mining income

Staking rewards, mining, and airdrops are ordinary income, and they were never reported that way.

You buy and sell NFTs

Mints, sales, and royalties are scattered across wallets with no clean record of cost basis.

You received an IRS notice

A CP2000 or 1099 mismatch letter arrived, and the reported gain looks nothing like reality.

You hold coins on foreign exchanges

Accounts on offshore platforms may trigger FBAR or FATCA reporting you did not know applied.

How Jason Helps

A CPA Who Stands Behind Every Number

Not software output and not a seasonal preparer. A credentialed professional who does the work, explains it plainly, and is still here in July.

Deep crypto expertise

DeFi, staking, NFTs, and multi-wallet reconciliation are routine here, not a once-a-year guess. You get someone who already speaks the language.

Reconstructed and reconciled

Missing cost basis gets rebuilt from on-chain history and exchange records, so your gains and losses hold up if anyone asks.

Plain answers, fast

You work directly with Jason and typically hear back within one business day. No account handoff, no chasing anyone for updates.

Flat fee, quoted upfront

One fixed price after an initial scoping. No hourly meter, no surprise invoice, and you approve the number before any work starts.

What Is Included

Everything Your Crypto Return Needs

A complete, filing-ready package, documented so every figure can be defended.

Form 8949 and Schedule D prepared and filed
Cost-basis reconstruction across wallets and exchanges
Staking, mining, and airdrop income reported correctly
DeFi swaps, liquidity, and bridging accounted for
NFT sales and royalties reconciled
1099-DA and 1099-B mismatch correction
FBAR and FATCA review for foreign exchanges
Audit-ready documentation for every number
Amended prior-year returns when needed
A licensed CPA who signs and stands behind the return
Transparent Flat-Fee Pricing

You Know the Cost Before Any Work Begins

We quote one flat fee after an initial scoping. The ranges below reflect typical engagements by complexity.

Starter
$350 to $1,200
About 1 to 2 weeks

One or two exchanges and modest trade volume. Includes Form 8949, Schedule D, and reconciliation of provided records.

Most commonAdvanced
$1,200 to $3,500
About 2 to 4 weeks

Multiple exchanges and wallets, staking and airdrop income, NFTs, and 1099 mismatch correction. Includes cost-basis reconstruction.

Complex
$3,500 to $8,000
About 4 to 6 weeks

Heavy DeFi, many wallets, foreign exchanges with FBAR and FATCA, amended prior-year returns, or active audit support.

How It Works

From First Call to Filed, in Five Simple Steps

You always know what comes next. Here is exactly what working together looks like.

1

Schedule your consultation

Book a free, no pressure call. We confirm this is the right fit before you commit to anything.

2

Receive your flat-fee quote

One clear, fixed price for the full scope. You approve it before anything starts.

3

Upload documents securely

Send exchange exports and wallet history through an encrypted portal, on your own schedule.

4

We handle the work

Jason reconstructs, reconciles, and prepares everything personally, and keeps you posted.

5

Year-round support

Your relationship does not end at filing. You get a CPA on call for planning all year.

Why Crypto Clients Choose Jason

A Credentialed Professional, Not Software Output

Licensed CPA

A credentialed professional reviews and signs your return, not just software output.

Crypto-specific experience

DeFi, staking, NFTs, and multi-wallet reconciliations are routine, not unfamiliar territory.

Audit defense built in

Every figure is documented, and Jason can represent you directly if the IRS asks.

Flat-fee transparency

A fixed price up front. No hourly meter and no surprise invoice.

Secure by default

Encrypted client portal and secure file transfer, never email attachments.

Direct CPA access

You work with Jason from the first call through filing, typically answered within one business day.

★★★★★
"Jason is one of the most professional, reliable CPAs I have worked with."
Norberto C.  ·  Google Review
Clarifications

Crypto Tax Questions, Answered

Do I owe taxes on crypto if I never cashed out to dollars?
Often, yes. Trading one coin for another, swapping in DeFi, and spending crypto are all taxable events, even with no cash withdrawal. We identify which of your transactions are taxable and which are not.
What if I am missing cost basis or lost track of old trades?
That is common and fixable. We reconstruct cost basis from on-chain history, exchange exports, and available records, then document how each figure was derived.
How are staking, mining, and airdrops taxed?
Generally as ordinary income at fair market value when received, then as a capital gain or loss when later sold. We report both sides correctly.
I got an IRS letter about a 1099 mismatch. Can you help?
Yes. We reconcile the 1099 against your actual activity, correct the reported gain, and respond to the notice. Most mismatches happen because exchanges report proceeds without cost basis.
Do I need to report crypto held on foreign exchanges?
Possibly. Balances on offshore platforms can trigger FBAR or FATCA reporting. We review your accounts and file what is required.
How much will it cost?
You get one flat fee, quoted after an initial scoping, before any work begins. Most crypto engagements fall within the ranges shown above.
Related Services

Other Ways Jason Can Help

Crypto rarely lives alone on a return. These often go hand in hand.

Get Your Crypto Taxes Off Your Plate

A short introductory call confirms fit and scope, and you receive one flat fee in writing before any work begins. No pressure, no obligation, just clear answers from a licensed CPA.

Flat-fee pricing. You approve the number before any work begins.