CPA Services for Crypto Cost Basis, Wallets, and Exchanges
Crypto tax reporting depends on clean transaction records. A crypto tax CPA should connect exchange downloads, wallet transfers, DeFi activity, staking and mining income, NFT activity, basis, proceeds, and entity records before the return position is finalized.
KAS CPA works with individual investors, funds, Web3 companies, protocols, and service providers that need digital asset tax reporting, accounting review, and advisory support from a virtual-first practice serving clients nationwide / all 50 states where permitted.
Who We Serve
- Individual crypto investors and traders
- Cryptocurrency funds and investment managers
- DeFi protocols and DAOs
- NFT creators and marketplaces
- Mining and staking operations
- Crypto exchanges and custodians
- Web3 startups and service providers
Services We Provide
- Crypto tax preparation and planning
- DeFi transaction analysis and classification
- Cost basis calculation and transaction reconciliation
- Financial statement audits and reviews
- Fund accounting and administration
- Token economics and tax structuring
- Regulatory compliance guidance
Our Approach
We focus on the records behind the reporting: which accounts and wallets moved assets, whether transfers were matched correctly, how basis and proceeds were supported, and which activity belongs in tax, accounting, or advisory workflows.
What to Provide Before Work Starts
Prepare a wallet and exchange inventory, full transaction exports, prior-year basis workpapers, Forms 1099-DA and other tax forms, fiat deposit and withdrawal records, and a list of protocols used. Flag missing exchanges, self-transfers, bridge and wrapped-token activity, staking, mining, airdrops, NFTs, liquidity positions, lost access, and business wallets. A tax-software summary alone is not a substitute for the underlying records.
We reconcile opening holdings, acquisitions, income, transfers, dispositions, fees, and ending holdings before evaluating return positions. Unresolved differences are documented rather than forced into a gain report. For entities, the work also connects token activity to the general ledger, ownership records, financial statement classification, controls, and any investor or audit reporting.
The final workpaper should explain data sources, unsupported assumptions, pricing method, lot-selection support, income classifications, and reconciliation differences. That makes the return reproducible when an exchange corrects a form, a wallet is added later, or the IRS asks how proceeds and basis were calculated.