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Official tax partners

Crypto Tax Accountants in the USA

Connect with expert CPAs who specialise in cryptocurrency, DeFi, and NFT taxation.

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The Network Firm

thenetworkfirm.com

Save $500 when referred by SUMM

The Network Firm is a crypto-native accounting and advisory firm built for companies and individuals operating at the edge of on-chain finance. It specializes in complex digital asset activity including DeFi, active trading, protocol treasuries, and multi-entity structures. The team delivers GAAP-ready financials, precise cost-basis tracking, audit-ready reporting, and hands-on advisory for founders, funds, and high-net-worth traders. Unlike traditional firms, it operates entirely within crypto subledgers and on-chain data, allowing it to support sophisticated strategies with clarity, accuracy, and speed.

Services Provided

Transaction Cleanup

Specialized subledger-driven cleanup of on-chain data and DeFi activity including multi-year remediation focused on recovering missing data, fixing previous reporting errors, or catching up on unfiled tax years; provides applicable forms by country such as US Form 8949, Schedule 1, and Schedule D.

Full-Service Tax Filing

End-to-end preparation and filing of annual Individual Form 1040 or business returns, ensuring all digital asset disclosures are compliant.

IRS Audit Defense & Resolution

Professional representation and audit-ready workpaper preparation to defend tax positions or resolve inquiries from the IRS and state authorities.

HNW Wealth & CPA

The White-Glove Package: Integrated accounting for high-net-worth individuals that combines traditional tax (W2s, real estate) with crypto trusts, tax-loss harvesting, and estate planning.

Digital Asset Compliance for Business

Specialized tax and accounting for entities, including crypto-native payroll, corporation tax, and GAAP-compliant financial reporting.

Founders & Fractional CFO

Financial leadership for Web3 projects involving treasury management, token launch planning, and ongoing strategic financial modeling.

International & Global Support

Specialized reporting for FBAR, FATCA, and cross-border obligations for US citizens abroad or international investors with US filing needs.

Digital Asset Compliance for Business

Specialized tax and accounting for entities, including crypto-native payroll, corporation tax, and GAAP-compliant financial reporting.

See more

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Book a consultation

3

Transaction Reconciliation

Full-Service Tax Preparation

High-Net-Worth Tax Preparation

IRS Audit Defense

The Network Firm

thenetworkfirm.com

Save $500 when referred by SUMM

The Network Firm is a crypto-native accounting and advisory firm built for companies and individuals operating at the edge of on-chain finance. It specializes in complex digital asset activity including DeFi, active trading, protocol treasuries, and multi-entity structures. The team delivers GAAP-ready financials, precise cost-basis tracking, audit-ready reporting, and hands-on advisory for founders, funds, and high-net-worth traders. Unlike traditional firms, it operates entirely within crypto subledgers and on-chain data, allowing it to support sophisticated strategies with clarity, accuracy, and speed.

Services Provided

Transaction Cleanup

Specialized subledger-driven cleanup of on-chain data and DeFi activity including multi-year remediation focused on recovering missing data, fixing previous reporting errors, or catching up on unfiled tax years; provides applicable forms by country such as US Form 8949, Schedule 1, and Schedule D.

Full-Service Tax Filing

End-to-end preparation and filing of annual Individual Form 1040 or business returns, ensuring all digital asset disclosures are compliant.

IRS Audit Defense & Resolution

Professional representation and audit-ready workpaper preparation to defend tax positions or resolve inquiries from the IRS and state authorities.

HNW Wealth & CPA

The White-Glove Package: Integrated accounting for high-net-worth individuals that combines traditional tax (W2s, real estate) with crypto trusts, tax-loss harvesting, and estate planning.

Digital Asset Compliance for Business

Specialized tax and accounting for entities, including crypto-native payroll, corporation tax, and GAAP-compliant financial reporting.

Founders & Fractional CFO

Financial leadership for Web3 projects involving treasury management, token launch planning, and ongoing strategic financial modeling.

International & Global Support

Specialized reporting for FBAR, FATCA, and cross-border obligations for US citizens abroad or international investors with US filing needs.

See more

See less

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Book a consultation

Aurum FSG

aurumfsg.com

Priority 2-Week Turnaround + $200 Off

Aurum FSG specializes in forensic-level crypto reconciliation for high-volume traders, DeFi users, NFT activity, and multi-year backlogs. We focus on cleaning and reconstructing complex transaction histories across wallets, chains, and exchanges.

Our team has helped 600+ clients globally across the US, UK, Germany, EU, and Australia resolve broken cost basis issues, missing wallet data, Solana extractions, and cross-platform discrepancies.

We are official partners with leading crypto tax software providers and are widely recognized in the Reddit crypto tax community for our educational support and technical clarity.

Whether you're migrating from incorrect reports, behind on multiple years, or preparing for audit-ready filing, we rebuild your crypto records with precision before tax season begins.

Clean data first. Accurate reporting second.

Services Provided

DeFi, NFTs, Active Traders, and Multi-Year Reconciliation (High-Volume Accounts)

Reconciliation and Audit Defense and IRS Representation

Reconciliation starts from $900 and Audit defence depends case to case

Transaction Cleanup

Specialized subledger-driven cleanup of on-chain data and DeFi activity including multi-year remediation focused on recovering missing data, fixing previous reporting errors, or catching up on unfiled tax years; provides applicable forms by country such as US Form 8949, Schedule 1, and Schedule D.

Full-Service Tax Filing

End-to-end preparation and filing of annual Individual Form 1040 or business returns, ensuring all digital asset disclosures are compliant.

IRS Audit Defense & Resolution

Professional representation and audit-ready workpaper preparation to defend tax positions or resolve inquiries from the IRS and state authorities.

HNW Wealth & CPA

The White-Glove Package: Integrated accounting for high-net-worth individuals that combines traditional tax (W2s, real estate) with crypto trusts, tax-loss harvesting, and estate planning.

Digital Asset Compliance for Business

Specialized tax and accounting for entities, including crypto-native payroll, corporation tax, and GAAP-compliant financial reporting.

Founders & Fractional CFO

Financial leadership for Web3 projects involving treasury management, token launch planning, and ongoing strategic financial modeling.

International & Global Support

Specialized reporting for FBAR, FATCA, and cross-border obligations for US citizens abroad or international investors with US filing needs.

Digital Asset Compliance for Business

Specialized tax and accounting for entities, including crypto-native payroll, corporation tax, and GAAP-compliant financial reporting.

See more

See less

See moreSee moreSee less

Book a consultation

1

Transaction Reconciliation

Full-Service Tax Preparation

High-Net-Worth Tax Preparation

IRS Audit Defense

Aurum FSG

aurumfsg.com

Priority 2-Week Turnaround + $200 Off

Aurum FSG specializes in forensic-level crypto reconciliation for high-volume traders, DeFi users, NFT activity, and multi-year backlogs. We focus on cleaning and reconstructing complex transaction histories across wallets, chains, and exchanges.

Our team has helped 600+ clients globally across the US, UK, Germany, EU, and Australia resolve broken cost basis issues, missing wallet data, Solana extractions, and cross-platform discrepancies.

We are official partners with leading crypto tax software providers and are widely recognized in the Reddit crypto tax community for our educational support and technical clarity.

Whether you're migrating from incorrect reports, behind on multiple years, or preparing for audit-ready filing, we rebuild your crypto records with precision before tax season begins.

Clean data first. Accurate reporting second.

Services Provided

DeFi, NFTs, Active Traders, and Multi-Year Reconciliation (High-Volume Accounts)

Reconciliation and Audit Defense and IRS Representation

Reconciliation starts from $900 and Audit defence depends case to case

Transaction Cleanup

Specialized subledger-driven cleanup of on-chain data and DeFi activity including multi-year remediation focused on recovering missing data, fixing previous reporting errors, or catching up on unfiled tax years; provides applicable forms by country such as US Form 8949, Schedule 1, and Schedule D.

Full-Service Tax Filing

End-to-end preparation and filing of annual Individual Form 1040 or business returns, ensuring all digital asset disclosures are compliant.

IRS Audit Defense & Resolution

Professional representation and audit-ready workpaper preparation to defend tax positions or resolve inquiries from the IRS and state authorities.

HNW Wealth & CPA

The White-Glove Package: Integrated accounting for high-net-worth individuals that combines traditional tax (W2s, real estate) with crypto trusts, tax-loss harvesting, and estate planning.

Digital Asset Compliance for Business

Specialized tax and accounting for entities, including crypto-native payroll, corporation tax, and GAAP-compliant financial reporting.

Founders & Fractional CFO

Financial leadership for Web3 projects involving treasury management, token launch planning, and ongoing strategic financial modeling.

International & Global Support

Specialized reporting for FBAR, FATCA, and cross-border obligations for US citizens abroad or international investors with US filing needs.

See more

See less

See moreSee less

Book a consultation

Darien Advisors

darienadvisors.io

Free Initial Consultation

Darien Advisors is a crypto-native tax and advisory firm empowering Web3 founders, DAOs, and foundations in digital assets, deeptech, fintech, and AI. Since 2021, our 25-person team has served over 800 investors, builders, and contributors—from pre-seed solos to scaling DAO treasuries and offshore entities—providing audit-ready financials, streamlined compliance, and strategic clarity.

We transform fragmented onchain data into actionable insights, freeing you to focus on product, community, and growth. With flexible, fixed-fee support that scales with your stage, we offer crypto reconciliations, real-time cost-basis tracking, tax structuring, IRS audit defense, token launch planning, and on-chain reporting.

We speak your language, move at startup speed, and stay in your DMs.

Services Provided

Transaction Cleanup

Specialized subledger-driven cleanup of on-chain data and DeFi activity including multi-year remediation focused on recovering missing data, fixing previous reporting errors, or catching up on unfiled tax years; provides applicable forms by country such as US Form 8949, Schedule 1, and Schedule D.

Full-Service Tax Filing

End-to-end preparation and filing of annual Individual Form 1040 or business returns, ensuring all digital asset disclosures are compliant.

IRS Audit Defense & Resolution

Professional representation and audit-ready workpaper preparation to defend tax positions or resolve inquiries from the IRS and state authorities.

HNW Wealth & CPA

The White-Glove Package: Integrated accounting for high-net-worth individuals that combines traditional tax (W2s, real estate) with crypto trusts, tax-loss harvesting, and estate planning.

Digital Asset Compliance for Business

Specialized tax and accounting for entities, including crypto-native payroll, corporation tax, and GAAP-compliant financial reporting.

International & Global Support

Specialized reporting for FBAR, FATCA, and cross-border obligations for US citizens abroad or international investors with US filing needs.

Digital Asset Compliance for Business

Specialized tax and accounting for entities, including crypto-native payroll, corporation tax, and GAAP-compliant financial reporting.

See more

See less

See moreSee moreSee less

Book a consultation

2

Transaction Reconciliation

Full-Service Tax Preparation

High-Net-Worth Tax Preparation

IRS Audit Defense

Darien Advisors

darienadvisors.io

Free Initial Consultation

Darien Advisors is a crypto-native tax and advisory firm empowering Web3 founders, DAOs, and foundations in digital assets, deeptech, fintech, and AI. Since 2021, our 25-person team has served over 800 investors, builders, and contributors—from pre-seed solos to scaling DAO treasuries and offshore entities—providing audit-ready financials, streamlined compliance, and strategic clarity.

We transform fragmented onchain data into actionable insights, freeing you to focus on product, community, and growth. With flexible, fixed-fee support that scales with your stage, we offer crypto reconciliations, real-time cost-basis tracking, tax structuring, IRS audit defense, token launch planning, and on-chain reporting.

We speak your language, move at startup speed, and stay in your DMs.

Services Provided

Transaction Cleanup

Specialized subledger-driven cleanup of on-chain data and DeFi activity including multi-year remediation focused on recovering missing data, fixing previous reporting errors, or catching up on unfiled tax years; provides applicable forms by country such as US Form 8949, Schedule 1, and Schedule D.

Full-Service Tax Filing

End-to-end preparation and filing of annual Individual Form 1040 or business returns, ensuring all digital asset disclosures are compliant.

IRS Audit Defense & Resolution

Professional representation and audit-ready workpaper preparation to defend tax positions or resolve inquiries from the IRS and state authorities.

HNW Wealth & CPA

The White-Glove Package: Integrated accounting for high-net-worth individuals that combines traditional tax (W2s, real estate) with crypto trusts, tax-loss harvesting, and estate planning.

Digital Asset Compliance for Business

Specialized tax and accounting for entities, including crypto-native payroll, corporation tax, and GAAP-compliant financial reporting.

International & Global Support

Specialized reporting for FBAR, FATCA, and cross-border obligations for US citizens abroad or international investors with US filing needs.

See more

See less

See moreSee less

Book a consultation

Crypto Tax Made Easy

cryptotaxmadeeasy.com

Free Initial Consultation

CTME works with active crypto traders to ensure their reconciliation is complete and defensible. We validate data across multiple platforms, wallets, and chains - catching gaps that automated tools miss. When you're trading across CEX/DEX, using DeFi protocols, or managing cross-chain positions, we provide the strategic guidance and documentation support to ensure your numbers hold up under IRS scrutiny. Our specialty is working within your existing workflow to verify accuracy, establish proper cost basis, and build audit-defensible records. We help with tax strategy, filing support, and CP2000 defense when mismatches arise. Built for traders with complex activity.

Services Provided

Transaction Cleanup

Specialized subledger-driven cleanup of on-chain data and DeFi activity including multi-year remediation focused on recovering missing data, fixing previous reporting errors, or catching up on unfiled tax years; provides applicable forms by country such as US Form 8949, Schedule 1, and Schedule D.

Full-Service Tax Filing

End-to-end preparation and filing of annual Individual Form 1040 or business returns, ensuring all digital asset disclosures are compliant.

IRS Audit Defense & Resolution

Professional representation and audit-ready workpaper preparation to defend tax positions or resolve inquiries from the IRS and state authorities.

HNW Wealth & CPA

The White-Glove Package: Integrated accounting for high-net-worth individuals that combines traditional tax (W2s, real estate) with crypto trusts, tax-loss harvesting, and estate planning.

Digital Asset Compliance for Business

Specialized tax and accounting for entities, including crypto-native payroll, corporation tax, and GAAP-compliant financial reporting.

International & Global Support

Specialized reporting for FBAR, FATCA, and cross-border obligations for US citizens abroad or international investors with US filing needs.

Digital Asset Compliance for Business

Specialized tax and accounting for entities, including crypto-native payroll, corporation tax, and GAAP-compliant financial reporting.

See more

See less

See moreSee moreSee less

Book a consultation

2

Transaction Reconciliation

Full-Service Tax Preparation

High-Net-Worth Tax Preparation

IRS Audit Defense

Crypto Tax Made Easy

cryptotaxmadeeasy.com

Free Initial Consultation

CTME works with active crypto traders to ensure their reconciliation is complete and defensible. We validate data across multiple platforms, wallets, and chains - catching gaps that automated tools miss. When you're trading across CEX/DEX, using DeFi protocols, or managing cross-chain positions, we provide the strategic guidance and documentation support to ensure your numbers hold up under IRS scrutiny. Our specialty is working within your existing workflow to verify accuracy, establish proper cost basis, and build audit-defensible records. We help with tax strategy, filing support, and CP2000 defense when mismatches arise. Built for traders with complex activity.

Services Provided

Transaction Cleanup

Specialized subledger-driven cleanup of on-chain data and DeFi activity including multi-year remediation focused on recovering missing data, fixing previous reporting errors, or catching up on unfiled tax years; provides applicable forms by country such as US Form 8949, Schedule 1, and Schedule D.

Full-Service Tax Filing

End-to-end preparation and filing of annual Individual Form 1040 or business returns, ensuring all digital asset disclosures are compliant.

IRS Audit Defense & Resolution

Professional representation and audit-ready workpaper preparation to defend tax positions or resolve inquiries from the IRS and state authorities.

HNW Wealth & CPA

The White-Glove Package: Integrated accounting for high-net-worth individuals that combines traditional tax (W2s, real estate) with crypto trusts, tax-loss harvesting, and estate planning.

Digital Asset Compliance for Business

Specialized tax and accounting for entities, including crypto-native payroll, corporation tax, and GAAP-compliant financial reporting.

International & Global Support

Specialized reporting for FBAR, FATCA, and cross-border obligations for US citizens abroad or international investors with US filing needs.

See more

See less

See moreSee less

Book a consultation

Bitcounts

Fast, Expert Crypto Tax Help

Crypto taxes are complex. Your reporting shouldn’t be. Bitcounts is a specialist crypto accounting firm dedicated exclusively to digital assets. Whether you're dealing with missing purchase history, incomplete cost basis, categorization errors, multi-exchange reconciliation, or years of untracked wallet activity — we've handled it before, and we know how to restore order and accuracy to your records.

Every engagement includes transaction-level review, cost-basis verification, and cross-platform reconciliation — performed by crypto-focused professionals who work with on-chain data every day. We don't rely on automation alone. We review, question, and validate the numbers to ensure your final reports are clean, defensible, and built to withstand scrutiny.

From first-time investors to high-volume traders active in DeFi, NFTs, perpetuals, futures, staking, gambling income, or 1099-DA reporting — no situation is too complex and no backlog too far gone. We take the burden off your shoulders and replace uncertainty with documented clarity.

If you're ready to move from confusion to control, book a free consultation and let’s put your crypto reporting on solid ground.

Services Provided

Transaction Cleanup

Specialized subledger-driven cleanup of on-chain data and DeFi activity including multi-year remediation focused on recovering missing data, fixing previous reporting errors, or catching up on unfiled tax years; provides applicable forms by country such as US Form 8949, Schedule 1, and Schedule D.

Full-Service Tax Filing

End-to-end preparation and filing of annual Individual Form 1040 or business returns, ensuring all digital asset disclosures are compliant.

IRS Audit Defense & Resolution

Professional representation and audit-ready workpaper preparation to defend tax positions or resolve inquiries from the IRS and state authorities.

HNW Wealth & CPA

The White-Glove Package: Integrated accounting for high-net-worth individuals that combines traditional tax (W2s, real estate) with crypto trusts, tax-loss harvesting, and estate planning.

Digital Asset Compliance for Business

Specialized tax and accounting for entities, including crypto-native payroll, corporation tax, and GAAP-compliant financial reporting.

Founders & Fractional CFO

Financial leadership for Web3 projects involving treasury management, token launch planning, and ongoing strategic financial modeling.

International & Global Support

Specialized reporting for FBAR, FATCA, and cross-border obligations for US citizens abroad or international investors with US filing needs.

Digital Asset Compliance for Business

Specialized tax and accounting for entities, including crypto-native payroll, corporation tax, and GAAP-compliant financial reporting.

See more

See less

See moreSee moreSee less

Book a consultation

2

Transaction Reconciliation

Full-Service Tax Preparation

High-Net-Worth Tax Preparation

IRS Audit Defense

Bitcounts

Fast, Expert Crypto Tax Help

Crypto taxes are complex. Your reporting shouldn’t be. Bitcounts is a specialist crypto accounting firm dedicated exclusively to digital assets. Whether you're dealing with missing purchase history, incomplete cost basis, categorization errors, multi-exchange reconciliation, or years of untracked wallet activity — we've handled it before, and we know how to restore order and accuracy to your records.

Every engagement includes transaction-level review, cost-basis verification, and cross-platform reconciliation — performed by crypto-focused professionals who work with on-chain data every day. We don't rely on automation alone. We review, question, and validate the numbers to ensure your final reports are clean, defensible, and built to withstand scrutiny.

From first-time investors to high-volume traders active in DeFi, NFTs, perpetuals, futures, staking, gambling income, or 1099-DA reporting — no situation is too complex and no backlog too far gone. We take the burden off your shoulders and replace uncertainty with documented clarity.

If you're ready to move from confusion to control, book a free consultation and let’s put your crypto reporting on solid ground.

Services Provided

Transaction Cleanup

Specialized subledger-driven cleanup of on-chain data and DeFi activity including multi-year remediation focused on recovering missing data, fixing previous reporting errors, or catching up on unfiled tax years; provides applicable forms by country such as US Form 8949, Schedule 1, and Schedule D.

Full-Service Tax Filing

End-to-end preparation and filing of annual Individual Form 1040 or business returns, ensuring all digital asset disclosures are compliant.

IRS Audit Defense & Resolution

Professional representation and audit-ready workpaper preparation to defend tax positions or resolve inquiries from the IRS and state authorities.

HNW Wealth & CPA

The White-Glove Package: Integrated accounting for high-net-worth individuals that combines traditional tax (W2s, real estate) with crypto trusts, tax-loss harvesting, and estate planning.

Digital Asset Compliance for Business

Specialized tax and accounting for entities, including crypto-native payroll, corporation tax, and GAAP-compliant financial reporting.

Founders & Fractional CFO

Financial leadership for Web3 projects involving treasury management, token launch planning, and ongoing strategic financial modeling.

International & Global Support

Specialized reporting for FBAR, FATCA, and cross-border obligations for US citizens abroad or international investors with US filing needs.

See more

See less

See moreSee less

Book a consultation

Mac Tax CPA

Blockchain-Focused Accounting, Built by an Ex-Big Four CPA. Mac Tax CPA is a premier blockchain-focused accounting firm bridging the gap between traditional tax standards and complex digital asset environments. Founded by an ex-Big Four (PwC) public accountant, the firm delivers reliable compliance, structural clarity, and proactive tax mitigation for Web3 startups, digital businesses, and active retail traders. Whether untangling tens of thousands of unsorted multi-chain transactions or navigating the nuances of NFTs, DeFi pools, and staking rewards, Mac Tax delivers the accurate, meticulous reporting needed to give you peace of mind and the strategy to use the rules legally to your advantage.

The firm serves business and Web3 corporations, NFT collectors and creators, DeFi protocol users, high-volume day traders, and staking & airdrop participants, with additional specialties in R&D tax credits and IRS foreign reporting. Services are offered across all 50 US states.

Services Provided

Transaction Cleanup

Specialized subledger-driven cleanup of on-chain data and DeFi activity including multi-year remediation focused on recovering missing data, fixing previous reporting errors, or catching up on unfiled tax years; provides applicable forms by country such as US Form 8949, Schedule 1, and Schedule D.

Full-Service Tax Filing

End-to-end preparation and filing of annual Individual Form 1040 or business returns, ensuring all digital asset disclosures are compliant.

IRS Audit Defense & Resolution

Professional representation and audit-ready workpaper preparation to defend tax positions or resolve inquiries from the IRS and state authorities.

Digital Asset Compliance for Business

Specialized tax and accounting for entities, including crypto-native payroll, corporation tax, and GAAP-compliant financial reporting.

Founders & Fractional CFO

Financial leadership for Web3 projects involving treasury management, token launch planning, and ongoing strategic financial modeling.

Digital Asset Compliance for Business

Specialized tax and accounting for entities, including crypto-native payroll, corporation tax, and GAAP-compliant financial reporting.

See more

See less

See moreSee moreSee less

Book a consultation

Transaction Reconciliation

Full-Service Tax Preparation

Business Accounting

IRS Audit Defense

Mac Tax CPA

Blockchain-Focused Accounting, Built by an Ex-Big Four CPA. Mac Tax CPA is a premier blockchain-focused accounting firm bridging the gap between traditional tax standards and complex digital asset environments. Founded by an ex-Big Four (PwC) public accountant, the firm delivers reliable compliance, structural clarity, and proactive tax mitigation for Web3 startups, digital businesses, and active retail traders. Whether untangling tens of thousands of unsorted multi-chain transactions or navigating the nuances of NFTs, DeFi pools, and staking rewards, Mac Tax delivers the accurate, meticulous reporting needed to give you peace of mind and the strategy to use the rules legally to your advantage.

The firm serves business and Web3 corporations, NFT collectors and creators, DeFi protocol users, high-volume day traders, and staking & airdrop participants, with additional specialties in R&D tax credits and IRS foreign reporting. Services are offered across all 50 US states.

Services Provided

Transaction Cleanup

Specialized subledger-driven cleanup of on-chain data and DeFi activity including multi-year remediation focused on recovering missing data, fixing previous reporting errors, or catching up on unfiled tax years; provides applicable forms by country such as US Form 8949, Schedule 1, and Schedule D.

Full-Service Tax Filing

End-to-end preparation and filing of annual Individual Form 1040 or business returns, ensuring all digital asset disclosures are compliant.

IRS Audit Defense & Resolution

Professional representation and audit-ready workpaper preparation to defend tax positions or resolve inquiries from the IRS and state authorities.

Digital Asset Compliance for Business

Specialized tax and accounting for entities, including crypto-native payroll, corporation tax, and GAAP-compliant financial reporting.

Founders & Fractional CFO

Financial leadership for Web3 projects involving treasury management, token launch planning, and ongoing strategic financial modeling.

See more

See less

See moreSee less

Book a consultation

Crypto Tax Girl

cryptotaxgirl.com

Save $100 when referred by Summ

Crypto Tax Girl has been a leading firm in the crypto tax space since 2017. The firm helps individuals and businesses navigate the tax implications of complex crypto transactions, including DeFi, NFTs, staking, node, and mining activity, as well as assisting clients that have missing data, bankrupt exchanges, scams, and high-volume trading. CTG is known for precise wallet-level reconciliation, defensible tax positions, and clear client communication. The firm works with everyone from first-time crypto investors to sophisticated traders, offering both compliance and audit support with deep technical expertise and a practical, client-first approach.

Mention that you were referred by Summ to get $100 off your bill

Services Provided

Transaction Cleanup

Specialized subledger-driven cleanup of on-chain data and DeFi activity including multi-year remediation focused on recovering missing data, fixing previous reporting errors, or catching up on unfiled tax years; provides applicable forms by country such as US Form 8949, Schedule 1, and Schedule D.

Full-Service Tax Filing

End-to-end preparation and filing of annual Individual Form 1040 or business returns, ensuring all digital asset disclosures are compliant.

IRS Audit Defense & Resolution

Professional representation and audit-ready workpaper preparation to defend tax positions or resolve inquiries from the IRS and state authorities.

HNW Wealth & CPA

The White-Glove Package: Integrated accounting for high-net-worth individuals that combines traditional tax (W2s, real estate) with crypto trusts, tax-loss harvesting, and estate planning.

Digital Asset Compliance for Business

Specialized tax and accounting for entities, including crypto-native payroll, corporation tax, and GAAP-compliant financial reporting.

International & Global Support

Specialized reporting for FBAR, FATCA, and cross-border obligations for US citizens abroad or international investors with US filing needs.

Digital Asset Compliance for Business

Specialized tax and accounting for entities, including crypto-native payroll, corporation tax, and GAAP-compliant financial reporting.

See more

See less

See moreSee moreSee less

Book a consultation

2

Transaction Reconciliation

Full-Service Tax Preparation

High-Net-Worth Tax Preparation

IRS Audit Defense

Crypto Tax Girl

cryptotaxgirl.com

Save $100 when referred by Summ

Crypto Tax Girl has been a leading firm in the crypto tax space since 2017. The firm helps individuals and businesses navigate the tax implications of complex crypto transactions, including DeFi, NFTs, staking, node, and mining activity, as well as assisting clients that have missing data, bankrupt exchanges, scams, and high-volume trading. CTG is known for precise wallet-level reconciliation, defensible tax positions, and clear client communication. The firm works with everyone from first-time crypto investors to sophisticated traders, offering both compliance and audit support with deep technical expertise and a practical, client-first approach.

Mention that you were referred by Summ to get $100 off your bill

Services Provided

Transaction Cleanup

Specialized subledger-driven cleanup of on-chain data and DeFi activity including multi-year remediation focused on recovering missing data, fixing previous reporting errors, or catching up on unfiled tax years; provides applicable forms by country such as US Form 8949, Schedule 1, and Schedule D.

Full-Service Tax Filing

End-to-end preparation and filing of annual Individual Form 1040 or business returns, ensuring all digital asset disclosures are compliant.

IRS Audit Defense & Resolution

Professional representation and audit-ready workpaper preparation to defend tax positions or resolve inquiries from the IRS and state authorities.

HNW Wealth & CPA

The White-Glove Package: Integrated accounting for high-net-worth individuals that combines traditional tax (W2s, real estate) with crypto trusts, tax-loss harvesting, and estate planning.

Digital Asset Compliance for Business

Specialized tax and accounting for entities, including crypto-native payroll, corporation tax, and GAAP-compliant financial reporting.

International & Global Support

Specialized reporting for FBAR, FATCA, and cross-border obligations for US citizens abroad or international investors with US filing needs.

See more

See less

See moreSee less

Book a consultation

AKIF CPA

Free Initial Consultation

AKIF CPA provides a holistic, business-first approach to cryptocurrency accounting, bridging the gap between traditional finance and the Web3 frontier. We specialize in high-stakes crypto tax reporting, cost-basis reconstruction, and complex reconciliation for everything from DeFi and NFT minting to DAOs and validator nodes. Whether you are an established blockchain developer or an active trader with years of messy data, we deliver precise Fair Market Value assessments and defensible IRS reporting (Forms 8949, Schedule C/D). From mining operations to Metaverse royalties, we simplify the technical hurdles of crypto so you can focus on the technology. Schedule your free consultation today with our Crypto CPA!

Services Provided

Transaction Cleanup

Specialized subledger-driven cleanup of on-chain data and DeFi activity including multi-year remediation focused on recovering missing data, fixing previous reporting errors, or catching up on unfiled tax years; provides applicable forms by country such as US Form 8949, Schedule 1, and Schedule D.

Full-Service Tax Filing

End-to-end preparation and filing of annual Individual Form 1040 or business returns, ensuring all digital asset disclosures are compliant.

IRS Audit Defense & Resolution

Professional representation and audit-ready workpaper preparation to defend tax positions or resolve inquiries from the IRS and state authorities.

HNW Wealth & CPA

The White-Glove Package: Integrated accounting for high-net-worth individuals that combines traditional tax (W2s, real estate) with crypto trusts, tax-loss harvesting, and estate planning.

Digital Asset Compliance for Business

Specialized tax and accounting for entities, including crypto-native payroll, corporation tax, and GAAP-compliant financial reporting.

Founders & Fractional CFO

Financial leadership for Web3 projects involving treasury management, token launch planning, and ongoing strategic financial modeling.

International & Global Support

Specialized reporting for FBAR, FATCA, and cross-border obligations for US citizens abroad or international investors with US filing needs.

Digital Asset Compliance for Business

Specialized tax and accounting for entities, including crypto-native payroll, corporation tax, and GAAP-compliant financial reporting.

See more

See less

See moreSee moreSee less

Book a consultation

2

Transaction Reconciliation

Full-Service Tax Preparation

High-Net-Worth Tax Preparation

IRS Audit Defense

AKIF CPA

Free Initial Consultation

AKIF CPA provides a holistic, business-first approach to cryptocurrency accounting, bridging the gap between traditional finance and the Web3 frontier. We specialize in high-stakes crypto tax reporting, cost-basis reconstruction, and complex reconciliation for everything from DeFi and NFT minting to DAOs and validator nodes. Whether you are an established blockchain developer or an active trader with years of messy data, we deliver precise Fair Market Value assessments and defensible IRS reporting (Forms 8949, Schedule C/D). From mining operations to Metaverse royalties, we simplify the technical hurdles of crypto so you can focus on the technology. Schedule your free consultation today with our Crypto CPA!

Services Provided

Transaction Cleanup

Specialized subledger-driven cleanup of on-chain data and DeFi activity including multi-year remediation focused on recovering missing data, fixing previous reporting errors, or catching up on unfiled tax years; provides applicable forms by country such as US Form 8949, Schedule 1, and Schedule D.

Full-Service Tax Filing

End-to-end preparation and filing of annual Individual Form 1040 or business returns, ensuring all digital asset disclosures are compliant.

IRS Audit Defense & Resolution

Professional representation and audit-ready workpaper preparation to defend tax positions or resolve inquiries from the IRS and state authorities.

HNW Wealth & CPA

The White-Glove Package: Integrated accounting for high-net-worth individuals that combines traditional tax (W2s, real estate) with crypto trusts, tax-loss harvesting, and estate planning.

Digital Asset Compliance for Business

Specialized tax and accounting for entities, including crypto-native payroll, corporation tax, and GAAP-compliant financial reporting.

Founders & Fractional CFO

Financial leadership for Web3 projects involving treasury management, token launch planning, and ongoing strategic financial modeling.

International & Global Support

Specialized reporting for FBAR, FATCA, and cross-border obligations for US citizens abroad or international investors with US filing needs.

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Gordon Law

gordonlaw.com

High Complexity / Legal

Gordon Law is a nationally recognized firm focused on crypto tax, digital asset reporting, and IRS defense. The firm helps individuals and businesses prepare accurate crypto tax returns, reconcile complex transaction histories, and navigate the reporting requirements tied to DeFi, NFTs, staking, mining, node operations, and high-volume trading. In addition to tax preparation and compliance, Gordon Law represents clients in IRS audits, investigations, and high-stakes enforcement matters involving digital assets. The team regularly assists taxpayers dealing with missing data, exchange shutdowns, scams, and multi-platform trading activity. Known for defensible reporting positions, detailed reconciliation, and clear client communication, Gordon Law works with everyone from first-time crypto investors to sophisticated traders and crypto-native businesses, providing both proactive tax compliance and experienced representation when issues arise.

Services Provided

Transaction Cleanup

Specialized subledger-driven cleanup of on-chain data and DeFi activity including multi-year remediation focused on recovering missing data, fixing previous reporting errors, or catching up on unfiled tax years; provides applicable forms by country such as US Form 8949, Schedule 1, and Schedule D.

Full-Service Tax Filing

End-to-end preparation and filing of annual Individual Form 1040 or business returns, ensuring all digital asset disclosures are compliant.

IRS Audit Defense & Resolution

Professional representation and audit-ready workpaper preparation to defend tax positions or resolve inquiries from the IRS and state authorities.

HNW Wealth & CPA

The White-Glove Package: Integrated accounting for high-net-worth individuals that combines traditional tax (W2s, real estate) with crypto trusts, tax-loss harvesting, and estate planning.

Digital Asset Compliance for Business

Specialized tax and accounting for entities, including crypto-native payroll, corporation tax, and GAAP-compliant financial reporting.

Founders & Fractional CFO

Financial leadership for Web3 projects involving treasury management, token launch planning, and ongoing strategic financial modeling.

International & Global Support

Specialized reporting for FBAR, FATCA, and cross-border obligations for US citizens abroad or international investors with US filing needs.

Digital Asset Compliance for Business

Specialized tax and accounting for entities, including crypto-native payroll, corporation tax, and GAAP-compliant financial reporting.

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3

Transaction Reconciliation

Full-Service Tax Preparation

High-Net-Worth Tax Preparation

IRS Audit Defense

Gordon Law

gordonlaw.com

High Complexity / Legal

Gordon Law is a nationally recognized firm focused on crypto tax, digital asset reporting, and IRS defense. The firm helps individuals and businesses prepare accurate crypto tax returns, reconcile complex transaction histories, and navigate the reporting requirements tied to DeFi, NFTs, staking, mining, node operations, and high-volume trading. In addition to tax preparation and compliance, Gordon Law represents clients in IRS audits, investigations, and high-stakes enforcement matters involving digital assets. The team regularly assists taxpayers dealing with missing data, exchange shutdowns, scams, and multi-platform trading activity. Known for defensible reporting positions, detailed reconciliation, and clear client communication, Gordon Law works with everyone from first-time crypto investors to sophisticated traders and crypto-native businesses, providing both proactive tax compliance and experienced representation when issues arise.

Services Provided

Transaction Cleanup

Specialized subledger-driven cleanup of on-chain data and DeFi activity including multi-year remediation focused on recovering missing data, fixing previous reporting errors, or catching up on unfiled tax years; provides applicable forms by country such as US Form 8949, Schedule 1, and Schedule D.

Full-Service Tax Filing

End-to-end preparation and filing of annual Individual Form 1040 or business returns, ensuring all digital asset disclosures are compliant.

IRS Audit Defense & Resolution

Professional representation and audit-ready workpaper preparation to defend tax positions or resolve inquiries from the IRS and state authorities.

HNW Wealth & CPA

The White-Glove Package: Integrated accounting for high-net-worth individuals that combines traditional tax (W2s, real estate) with crypto trusts, tax-loss harvesting, and estate planning.

Digital Asset Compliance for Business

Specialized tax and accounting for entities, including crypto-native payroll, corporation tax, and GAAP-compliant financial reporting.

Founders & Fractional CFO

Financial leadership for Web3 projects involving treasury management, token launch planning, and ongoing strategic financial modeling.

International & Global Support

Specialized reporting for FBAR, FATCA, and cross-border obligations for US citizens abroad or international investors with US filing needs.

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CountDigital

count-digital.com

Free Initial Consultation

CountDigital is a specialized crypto tax accounting firm that partners directly with CPA firms and individual investors to handle their clients’ digital asset reporting and reconciliation. We focus exclusively on the crypto side of tax engagements by cleaning transaction data, reconciling wallets and exchanges, and producing CPA-ready tax reports. Our goal is to remove the operational burden of crypto from CPA firms so they can file with confidence, accuracy, and efficiency. We work with high-volume investors, DeFi participants, and complex on-chain activity, delivering clear, audit-ready results.

Services Provided

Transaction Cleanup

Specialized subledger-driven cleanup of on-chain data and DeFi activity including multi-year remediation focused on recovering missing data, fixing previous reporting errors, or catching up on unfiled tax years; provides applicable forms by country such as US Form 8949, Schedule 1, and Schedule D.

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1

Transaction Reconciliation

CountDigital

count-digital.com

Free Initial Consultation

CountDigital is a specialized crypto tax accounting firm that partners directly with CPA firms and individual investors to handle their clients’ digital asset reporting and reconciliation. We focus exclusively on the crypto side of tax engagements by cleaning transaction data, reconciling wallets and exchanges, and producing CPA-ready tax reports. Our goal is to remove the operational burden of crypto from CPA firms so they can file with confidence, accuracy, and efficiency. We work with high-volume investors, DeFi participants, and complex on-chain activity, delivering clear, audit-ready results.

Services Provided

Transaction Cleanup

Specialized subledger-driven cleanup of on-chain data and DeFi activity including multi-year remediation focused on recovering missing data, fixing previous reporting errors, or catching up on unfiled tax years; provides applicable forms by country such as US Form 8949, Schedule 1, and Schedule D.

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Bass Law

basslaw.io

Bass Law provides specialized tax, accounting, and advisory services to individuals and enterprises operating in the digital asset ecosystem. The firm delivers a highly personalized approach, tailoring each engagement to the unique financial, regulatory, and reporting needs of its clients. With a multinational presence, we offer around-the-clock support and deep cross-border expertise, enabling seamless coordination across jurisdictions. The firm combines technical precision with practical guidance to help clients navigate the evolving complexities of cryptocurrency taxation with confidence and clarity.

Services Provided

Transaction Cleanup

Specialized subledger-driven cleanup of on-chain data and DeFi activity including multi-year remediation focused on recovering missing data, fixing previous reporting errors, or catching up on unfiled tax years; provides applicable forms by country such as US Form 8949, Schedule 1, and Schedule D.

Full-Service Tax Filing

End-to-end preparation and filing of annual Individual Form 1040 or business returns, ensuring all digital asset disclosures are compliant.

IRS Audit Defense & Resolution

Professional representation and audit-ready workpaper preparation to defend tax positions or resolve inquiries from the IRS and state authorities.

HNW Wealth & CPA

The White-Glove Package: Integrated accounting for high-net-worth individuals that combines traditional tax (W2s, real estate) with crypto trusts, tax-loss harvesting, and estate planning.

Digital Asset Compliance for Business

Specialized tax and accounting for entities, including crypto-native payroll, corporation tax, and GAAP-compliant financial reporting.

International & Global Support

Specialized reporting for FBAR, FATCA, and cross-border obligations for US citizens abroad or international investors with US filing needs.

Digital Asset Compliance for Business

Specialized tax and accounting for entities, including crypto-native payroll, corporation tax, and GAAP-compliant financial reporting.

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2

Transaction Reconciliation

Full-Service Tax Preparation

High-Net-Worth Tax Preparation

IRS Audit Defense

Bass Law

basslaw.io

Bass Law provides specialized tax, accounting, and advisory services to individuals and enterprises operating in the digital asset ecosystem. The firm delivers a highly personalized approach, tailoring each engagement to the unique financial, regulatory, and reporting needs of its clients. With a multinational presence, we offer around-the-clock support and deep cross-border expertise, enabling seamless coordination across jurisdictions. The firm combines technical precision with practical guidance to help clients navigate the evolving complexities of cryptocurrency taxation with confidence and clarity.

Services Provided

Transaction Cleanup

Specialized subledger-driven cleanup of on-chain data and DeFi activity including multi-year remediation focused on recovering missing data, fixing previous reporting errors, or catching up on unfiled tax years; provides applicable forms by country such as US Form 8949, Schedule 1, and Schedule D.

Full-Service Tax Filing

End-to-end preparation and filing of annual Individual Form 1040 or business returns, ensuring all digital asset disclosures are compliant.

IRS Audit Defense & Resolution

Professional representation and audit-ready workpaper preparation to defend tax positions or resolve inquiries from the IRS and state authorities.

HNW Wealth & CPA

The White-Glove Package: Integrated accounting for high-net-worth individuals that combines traditional tax (W2s, real estate) with crypto trusts, tax-loss harvesting, and estate planning.

Digital Asset Compliance for Business

Specialized tax and accounting for entities, including crypto-native payroll, corporation tax, and GAAP-compliant financial reporting.

International & Global Support

Specialized reporting for FBAR, FATCA, and cross-border obligations for US citizens abroad or international investors with US filing needs.

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RKO Tax

moontax.com

RKO Tax specializes in assisting the crypto native community with the complexities of crypto tax through hourly consulting, review/reconciliation of crypto activity, and full service tax compliance for US individual and business related filers. They have direct experience in using many aspects of crypto ecosystems personally and professionally, across a variety of DeFi and NFTs on EVMs, Solana, Cosmos, Bitcoin, etc., and have expertise in reviewing some of the most complex on-chain activities to accurately reconcile and provide detailed, complete reporting for client needs. 

Services Provided

Transaction Cleanup

Specialized subledger-driven cleanup of on-chain data and DeFi activity including multi-year remediation focused on recovering missing data, fixing previous reporting errors, or catching up on unfiled tax years; provides applicable forms by country such as US Form 8949, Schedule 1, and Schedule D.

Full-Service Tax Filing

End-to-end preparation and filing of annual Individual Form 1040 or business returns, ensuring all digital asset disclosures are compliant.

Digital Asset Compliance for Business

Specialized tax and accounting for entities, including crypto-native payroll, corporation tax, and GAAP-compliant financial reporting.

International & Global Support

Specialized reporting for FBAR, FATCA, and cross-border obligations for US citizens abroad or international investors with US filing needs.

Digital Asset Compliance for Business

Specialized tax and accounting for entities, including crypto-native payroll, corporation tax, and GAAP-compliant financial reporting.

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2

Transaction Reconciliation

Full-Service Tax Preparation

RKO Tax

moontax.com

RKO Tax specializes in assisting the crypto native community with the complexities of crypto tax through hourly consulting, review/reconciliation of crypto activity, and full service tax compliance for US individual and business related filers. They have direct experience in using many aspects of crypto ecosystems personally and professionally, across a variety of DeFi and NFTs on EVMs, Solana, Cosmos, Bitcoin, etc., and have expertise in reviewing some of the most complex on-chain activities to accurately reconcile and provide detailed, complete reporting for client needs. 

Services Provided

Transaction Cleanup

Specialized subledger-driven cleanup of on-chain data and DeFi activity including multi-year remediation focused on recovering missing data, fixing previous reporting errors, or catching up on unfiled tax years; provides applicable forms by country such as US Form 8949, Schedule 1, and Schedule D.

Full-Service Tax Filing

End-to-end preparation and filing of annual Individual Form 1040 or business returns, ensuring all digital asset disclosures are compliant.

Digital Asset Compliance for Business

Specialized tax and accounting for entities, including crypto-native payroll, corporation tax, and GAAP-compliant financial reporting.

International & Global Support

Specialized reporting for FBAR, FATCA, and cross-border obligations for US citizens abroad or international investors with US filing needs.

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Book a consultation

ht.digital

ht.digital

ht.digital provides specialist accounting, audit, and tax advisory services designed specifically for the digital asset economy. They have a team of over 100 experts serving 600 global digital asset clients. As a BKR International member, ht digital combines the reach of a global audit firm with the agility required for the evolving blockchain industry. ht digital remain at the forefront of emerging markets, providing essential audit, tax, and advisory.

Services Provided

Transaction Cleanup

Specialized subledger-driven cleanup of on-chain data and DeFi activity including multi-year remediation focused on recovering missing data, fixing previous reporting errors, or catching up on unfiled tax years; provides applicable forms by country such as US Form 8949, Schedule 1, and Schedule D.

Full-Service Tax Filing

End-to-end preparation and filing of annual Individual Form 1040 or business returns, ensuring all digital asset disclosures are compliant.

IRS Audit Defense & Resolution

Professional representation and audit-ready workpaper preparation to defend tax positions or resolve inquiries from the IRS and state authorities.

HNW Wealth & CPA

The White-Glove Package: Integrated accounting for high-net-worth individuals that combines traditional tax (W2s, real estate) with crypto trusts, tax-loss harvesting, and estate planning.

Digital Asset Compliance for Business

Specialized tax and accounting for entities, including crypto-native payroll, corporation tax, and GAAP-compliant financial reporting.

Founders & Fractional CFO

Financial leadership for Web3 projects involving treasury management, token launch planning, and ongoing strategic financial modeling.

International & Global Support

Specialized reporting for FBAR, FATCA, and cross-border obligations for US citizens abroad or international investors with US filing needs.

Digital Asset Compliance for Business

Specialized tax and accounting for entities, including crypto-native payroll, corporation tax, and GAAP-compliant financial reporting.

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Book a consultation

3

Transaction Reconciliation

Full-Service Tax Preparation

High-Net-Worth Tax Preparation

IRS Audit Defense

ht.digital

ht.digital

ht.digital provides specialist accounting, audit, and tax advisory services designed specifically for the digital asset economy. They have a team of over 100 experts serving 600 global digital asset clients. As a BKR International member, ht digital combines the reach of a global audit firm with the agility required for the evolving blockchain industry. ht digital remain at the forefront of emerging markets, providing essential audit, tax, and advisory.

Services Provided

Transaction Cleanup

Specialized subledger-driven cleanup of on-chain data and DeFi activity including multi-year remediation focused on recovering missing data, fixing previous reporting errors, or catching up on unfiled tax years; provides applicable forms by country such as US Form 8949, Schedule 1, and Schedule D.

Full-Service Tax Filing

End-to-end preparation and filing of annual Individual Form 1040 or business returns, ensuring all digital asset disclosures are compliant.

IRS Audit Defense & Resolution

Professional representation and audit-ready workpaper preparation to defend tax positions or resolve inquiries from the IRS and state authorities.

HNW Wealth & CPA

The White-Glove Package: Integrated accounting for high-net-worth individuals that combines traditional tax (W2s, real estate) with crypto trusts, tax-loss harvesting, and estate planning.

Digital Asset Compliance for Business

Specialized tax and accounting for entities, including crypto-native payroll, corporation tax, and GAAP-compliant financial reporting.

Founders & Fractional CFO

Financial leadership for Web3 projects involving treasury management, token launch planning, and ongoing strategic financial modeling.

International & Global Support

Specialized reporting for FBAR, FATCA, and cross-border obligations for US citizens abroad or international investors with US filing needs.

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Citrin Cooperman

citrincooperman.com

Citrin Cooperman Advisors LLC is a top-tier professional services firm founded in 1979 that provides tax, accounting, and consulting solutions, focusing on small-to-mid-sized businesses and high-net-worth individuals.

Core Services: Audit and attest, tax compliance, and strategic business advisory.

Specialized Offerings: Business management, family office services, IT/managed services, and forensic/valuation services.

Services Provided

Transaction Cleanup

Specialized subledger-driven cleanup of on-chain data and DeFi activity including multi-year remediation focused on recovering missing data, fixing previous reporting errors, or catching up on unfiled tax years; provides applicable forms by country such as US Form 8949, Schedule 1, and Schedule D.

Full-Service Tax Filing

End-to-end preparation and filing of annual Individual Form 1040 or business returns, ensuring all digital asset disclosures are compliant.

IRS Audit Defense & Resolution

Professional representation and audit-ready workpaper preparation to defend tax positions or resolve inquiries from the IRS and state authorities.

HNW Wealth & CPA

The White-Glove Package: Integrated accounting for high-net-worth individuals that combines traditional tax (W2s, real estate) with crypto trusts, tax-loss harvesting, and estate planning.

Digital Asset Compliance for Business

Specialized tax and accounting for entities, including crypto-native payroll, corporation tax, and GAAP-compliant financial reporting.

Founders & Fractional CFO

Financial leadership for Web3 projects involving treasury management, token launch planning, and ongoing strategic financial modeling.

Digital Asset Compliance for Business

Specialized tax and accounting for entities, including crypto-native payroll, corporation tax, and GAAP-compliant financial reporting.

See more

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Book a consultation

2

Transaction Reconciliation

Full-Service Tax Preparation

High-Net-Worth Tax Preparation

IRS Audit Defense

Citrin Cooperman

citrincooperman.com

Citrin Cooperman Advisors LLC is a top-tier professional services firm founded in 1979 that provides tax, accounting, and consulting solutions, focusing on small-to-mid-sized businesses and high-net-worth individuals.

Core Services: Audit and attest, tax compliance, and strategic business advisory.

Specialized Offerings: Business management, family office services, IT/managed services, and forensic/valuation services.

Services Provided

Transaction Cleanup

Specialized subledger-driven cleanup of on-chain data and DeFi activity including multi-year remediation focused on recovering missing data, fixing previous reporting errors, or catching up on unfiled tax years; provides applicable forms by country such as US Form 8949, Schedule 1, and Schedule D.

Full-Service Tax Filing

End-to-end preparation and filing of annual Individual Form 1040 or business returns, ensuring all digital asset disclosures are compliant.

IRS Audit Defense & Resolution

Professional representation and audit-ready workpaper preparation to defend tax positions or resolve inquiries from the IRS and state authorities.

HNW Wealth & CPA

The White-Glove Package: Integrated accounting for high-net-worth individuals that combines traditional tax (W2s, real estate) with crypto trusts, tax-loss harvesting, and estate planning.

Digital Asset Compliance for Business

Specialized tax and accounting for entities, including crypto-native payroll, corporation tax, and GAAP-compliant financial reporting.

Founders & Fractional CFO

Financial leadership for Web3 projects involving treasury management, token launch planning, and ongoing strategic financial modeling.

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Chainwise CPA

Free Initial Consultation

Chainwise CPA is a U.S.-based accounting firm specializing in crypto tax compliance for investors, founders, and businesses operating in complex digital asset environments. We focus on accurate transaction reconciliation, defensible tax reporting, and navigating emerging requirements like Form 1099-DA. Unlike firms that treat crypto as an add-on, our work is built around on-chain data, high-volume activity, and regulatory scrutiny. Our services are execution-focused, designed for clients who need precision, documentation, and peace of mind in an evolving crypto tax landscape.

Services Provided

Transaction Cleanup

Specialized subledger-driven cleanup of on-chain data and DeFi activity including multi-year remediation focused on recovering missing data, fixing previous reporting errors, or catching up on unfiled tax years; provides applicable forms by country such as US Form 8949, Schedule 1, and Schedule D.

Full-Service Tax Filing

End-to-end preparation and filing of annual Individual Form 1040 or business returns, ensuring all digital asset disclosures are compliant.

IRS Audit Defense & Resolution

Professional representation and audit-ready workpaper preparation to defend tax positions or resolve inquiries from the IRS and state authorities.

HNW Wealth & CPA

The White-Glove Package: Integrated accounting for high-net-worth individuals that combines traditional tax (W2s, real estate) with crypto trusts, tax-loss harvesting, and estate planning.

Digital Asset Compliance for Business

Specialized tax and accounting for entities, including crypto-native payroll, corporation tax, and GAAP-compliant financial reporting.

Founders & Fractional CFO

Financial leadership for Web3 projects involving treasury management, token launch planning, and ongoing strategic financial modeling.

International & Global Support

Specialized reporting for FBAR, FATCA, and cross-border obligations for US citizens abroad or international investors with US filing needs.

Digital Asset Compliance for Business

Specialized tax and accounting for entities, including crypto-native payroll, corporation tax, and GAAP-compliant financial reporting.

See more

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Book a consultation

2

Transaction Reconciliation

Full-Service Tax Preparation

High-Net-Worth Tax Preparation

IRS Audit Defense

Chainwise CPA

Free Initial Consultation

Chainwise CPA is a U.S.-based accounting firm specializing in crypto tax compliance for investors, founders, and businesses operating in complex digital asset environments. We focus on accurate transaction reconciliation, defensible tax reporting, and navigating emerging requirements like Form 1099-DA. Unlike firms that treat crypto as an add-on, our work is built around on-chain data, high-volume activity, and regulatory scrutiny. Our services are execution-focused, designed for clients who need precision, documentation, and peace of mind in an evolving crypto tax landscape.

Services Provided

Transaction Cleanup

Specialized subledger-driven cleanup of on-chain data and DeFi activity including multi-year remediation focused on recovering missing data, fixing previous reporting errors, or catching up on unfiled tax years; provides applicable forms by country such as US Form 8949, Schedule 1, and Schedule D.

Full-Service Tax Filing

End-to-end preparation and filing of annual Individual Form 1040 or business returns, ensuring all digital asset disclosures are compliant.

IRS Audit Defense & Resolution

Professional representation and audit-ready workpaper preparation to defend tax positions or resolve inquiries from the IRS and state authorities.

HNW Wealth & CPA

The White-Glove Package: Integrated accounting for high-net-worth individuals that combines traditional tax (W2s, real estate) with crypto trusts, tax-loss harvesting, and estate planning.

Digital Asset Compliance for Business

Specialized tax and accounting for entities, including crypto-native payroll, corporation tax, and GAAP-compliant financial reporting.

Founders & Fractional CFO

Financial leadership for Web3 projects involving treasury management, token launch planning, and ongoing strategic financial modeling.

International & Global Support

Specialized reporting for FBAR, FATCA, and cross-border obligations for US citizens abroad or international investors with US filing needs.

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Transaction cleanup

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Founders & Fractional CFO

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Aurum FSG

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Crypto Tax Made Easy

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What crypto traders say about our partners

Have you tried @summ_app? I had good luck with it but yeah definitely needs manual reviews but automates most of them.

notJohn

@n0tJohn

7 Jan

For anyone else like me who nearly rage quit doing their crypto taxes, check out @summ_app. Totally saved my sanity...

Nino Vargas

@niniterre

14 Jan

That time of the year to go through transactions and make sure they are listed properly for tax purposes. Not fun when you have a lot of wallets but  @summ_app makes it this much easier for you.

Jules- 🟧⛈️🟣

@julestrades

23 Dec

Unlike other tax items where you have to wait for 1099s' or bank statements, you can code all of your Crypto and Defi as soon as the ball drops on new years and get a good estimate of where your taxes lie. [Summ] is still my first recommendation for tools.

Smoky Tax

@smoky_tax

18 Dec

I literally could not function without [Summ]. I've got multiple assets on multiple blockchains doing 5-10k transactions a year. Doing that by hand would be pure insanity.

CorrectsYourBS I NOM

@CorrectsYourBS

13 Jan

Just did my crypto taxes with [Summ] and got my report summary. Overall, very pleased with the process! Highly recommend if you have not yet decided on what crypto software to use. Did my taxes in a few hours and going to my tax guy tomorrow.

CozShesDead.eth

@CozShesDead88

26 Mar

Called my tax accountant to warn him there will be some crypto and NFT stuff this year. His reply wasn't what I expected: “No worries, know all about them! My 13 yo daughter creates NFTs and sells them on OpenSea. And we use [Summ] for our clients” Boom! I chose well 💥💥

Liya Dashkina

@liyadashkina

31 Mar

A cryptid is tentatively back from hiatus but will be keeping update frequency low rn. Uncle Sam unretired me 4 a mission to JPN so had to finish taxes early. Got it done thx to [Summ]. I have no affiliation w/ them. Pls just keep it alive🙏

Crypto Kryptid

@CryptoKryptid

11 Apr

Best Crypto tax Software? after importing data onto Koinly, [Summ] and ZenLedger, the clear winner had the best UI. [Summ] is the winner...

LukeJ.eth

@LukeJdoteth

16 Mar

When do I need a cryptocurrency tax expert?

Complex DeFi activities

If you're involved in liquidity pools, yield farming, or complex DeFi protocols, professional help ensures accurate reporting of impermanent loss, rewards, and token swaps.

High volume trading

Active traders with hundreds or thousands of transactions need expert reconciliation to properly calculate gains, losses, and cost basis across multiple exchanges.

IRS audit or notice

Received an IRS letter about your crypto? A specialized CPA can represent you and navigate the audit process with expertise in cryptocurrency tax law.

Large capital gains

Significant crypto profits require strategic tax planning. An expert can help optimize your tax position through loss harvesting and timing strategies.

Multiple tax residencies

Living abroad or moving between countries? International crypto taxation is complex and requires expertise in cross-border reporting requirements.

Frequently asked questions

Quick answers to some of your most common questions.

How is crypto tax calculated in the United States?

You can be liable for both capital gains and income tax depending on the type of cryptocurrency transaction, and your individual circumstances. For example, you might need to pay capital gains on profits from buying and selling cryptocurrency, or pay income tax on interest earned when holding crypto.

I lost money trading cryptocurrency. Do I still pay tax?

The way cryptocurrencies are taxed in most countries mean that investors might still need to pay tax, regardless of whether they made an overall profit or loss. Depending on your circumstances, taxes are usually realized at the time of the transaction, and not on the overall position at the end of the financial year.

How do I calculate tax on crypto-to-crypto transactions?

In most countries you are required to record the value of the cryptocurrency in your local currency at the time of the transaction. This can be extremely time consuming to do by hand, since most exchange records do not have a reference price point, and records between exchanges are not easily compatible.

How can Summ help with crypto taxes?

You just need to import your transaction history and Summ (formerly Crypto Tax Calculator) will help you categorize your transactions and calculate realized profit and income. You can then generate the appropriate reports to send to your accountant and keep detailed records handy for audit purposes.

Can't I just get my accountant to do this for me?

We always recommend you work with your accountant to review your records. If you would like your accountant to help reconcile transactions, you can invite them to the product and collaborate within the Summ web app. We also have a complete accountant suite aimed at accountants.

Does Summ handle non-exchange activity?

Summ (formerly Crypto Tax Calculator) handles all non-exchange activity, such as onchain transactions like Airdrops, Staking, Mining, ICOs, and other DeFi activity. No matter what activity you have done in crypto, we have you covered with our easy to use categorization feature, similar to Expensify.

Do I have to pay for historical tax reports?

Our subscription pricing is per year not tax year, so with an annual subscription you can calculate your crypto taxes as far back as 2013. The process is the same, just upload your transaction history from these years and we can handle the rest.

Can I use my own accountant?

Yes, Summ is designed to generate accountant-friendly tax reports. You simply import all your transaction history and export your report. This means you can get your books up to date yourself, allowing you to save significant time, and reduce the bill charged by your accountant. You can discuss tax scenarios with your accountant, and have them review the report.

How does payment work?

Summ has an annual subscription which covers all previous tax years. If you need to amend your tax return for previous years you will be covered under the one payment.

What if my exchange is not on the list of supported exchanges?

Summ covers thousands of exchanges, wallets, and blockchains, and DeFi apps, but if you do not see your exchange on the supported list we are more than happy to work with you to get it supported. Just reach out to [email protected] or via the in-app chat support feature and we will get you sorted.

Does Summ support NFT transactions?

We do! Summ integrates with many NFT marketplaces and offers categorization options for any NFT-related activity (minting, buying, selling, trading).

How does the free trial work?

Summ is free to use immediately upon signup, allowing you to import your transactions and take advantage of our smart suggestion and auto-categorization engine, portfolio tracking, DeFi and NFT support. For access to reports, the tax loss harvest tool or chat and priority support, you will need to upgrade to the appropriate paid plan.