Attention High-Net-Worth Crypto Investors

If You Hold $1M+ In Crypto, We'll Save You At Least $100K In Taxes This Year, Or You Don't Pay

A senior crypto tax team reconciles every wallet and plans your sales, so you're taxed only on the gains you really made.

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Client Reviews On Google

Trusted By 2,000+ Clients Across The U.S.

4.6 from 34 reviewson Google
“By sharing my Koinly account, Sharon and her team helped me understand the discrepancies and how to correct them. They made sure my tax liability was valid and not overstated.”
LPLorrie PenleyChainwise CPA client
“Sharon Yip and the whole team were amazing, they were able to help me get all my crypto aligned and tracked all my transactions to identify my gains and losses for me to properly complete my 2024 taxes.”
AMAlberto MacríChainwise CPA client
“Finding someone to prepare my crypto tax return was challenging. But Chainwise CPA group had the experience and knowledge base in crypto taxes to get the job done very efficiently.”
ASAnthony StephensChainwise CPA client
“I have been using Sharon and her team for several years and they have always been attentive, quick to respond, and courteous. They have navigated a lot of complex issues in the world of Crypto-assets.”
BPBrent PaulgerChainwise CPA client
“Trying to navigate the world of taxes and crypto is not easy at all. The team has answered my all questions even going above and beyond at times to make sure I was set up for success.”
JNJameel NadirChainwise CPA client

Is This You?

Who Is This For?

Who This Is For:

  • You hold $1M or more in crypto, spread across exchanges, hardware wallets, DeFi or staking.
  • Your taxes get filed off a crypto software report that nobody has checked against your wallets.
  • Your preparer files once a year and treats crypto as an afterthought.
  • You expect to sell, swap or cash out part of a position, or you earn staking rewards.
  • Your 1099-DA forms don't match the gains you think you actually made.
  • You want your crypto planned alongside your other income and investments.
  • You want the reconciliation, the planning and the returns handled for you, not a to-do list.

This Is Not For:

  • Investors holding under $1M in crypto.
  • Anyone who only buys and holds, with no plans to sell, swap or earn on their coins.
  • Anyone who wants a return filed from a crypto report nobody has checked.
  • Anyone looking for aggressive moves that wouldn't hold up if the IRS asked about them.
  • Anyone who only wants a return filed once a year and no planning.

Real Clients · Real Outcomes

What We've Delivered

Real results from Chainwise clients, in the numbers the firm has published.

IT Engineer, Silver Spring, MDOngoing tax planning
$100K
saved
100,000 transactions reconciledReturns plus planning

TurboTax and H&R Block weren't built for this client's crypto. We reconciled roughly 100,000 transactions, kept planning with them, and our case study puts their savings at $100K.

IT engineer (anonymous client)
Filed Off Crypto SoftwareAfter reconciliation
$35,000+
cut from a reported $50,000 gain
Missing transactions foundPricing errors fixed

This client had filed using crypto tax software that reported a $50,000 gain. Our reconciliation found missing transactions and pricing errors and reduced the reported gain by more than $35,000.

Crypto investor (anonymous client)

Results from past clients. Your numbers depend on your income, structure and timing.

100% Done-For-You

Here's Everything We Do For You

Here's how Chainwise handles your crypto taxes all year, from the first wallet to the filed return.

Every Wallet Reconciled

We reconcile your crypto wallet by wallet across every exchange and chain you've used, from imported CSVs or API data, and fix the cost basis your software missed or priced wrong.

1099-DA Forms Matched

Form 1099-DA shows gross proceeds and often no cost basis for coins moved between wallets. We match your forms to the reconciled numbers, so what gets reported is the gain you actually made.

Sales Timed Before Year End

We plan when and how you sell or cash out: which lots to use, which positions are near the one-year mark for long-term rates, and which losses are worth realizing before December 31st.

Staking And Estimates Planned

Staking rewards are taxed as income when you receive them, often before you've sold anything. We work them into your quarterly estimated payments so they don't land as a surprise in April.

Crypto Planned With Everything Else

Your crypto sits alongside real estate, stocks and other investments. We plan it year-round together with your other income, so every crypto move fits the bigger picture of your wealth.

Returns Filed By The Same Team

Our senior crypto tax accountant, reconciliation specialist and senior tax manager prepare your federal and state returns from the numbers we reconciled, with organized support files behind them.

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On The Record

Does It Actually Work?

“
I thought I was doing a good job keeping everything in order with my exchanges, transfers and swaps, until I received my 1099 - DA's, which were highly inaccurate... Daniel went back in my previous tax returns and even recommended that I file amendments for the last 5 years, and that ended up saving me a lot of money (excess $10K) due to me incorrectly reporting my crypto income.
RL
Robert Linscott
Chainwise CPA client (Google review)
“
They did my Federal and state tax returns for cryptocurrency transactions in addition to the tax work on my incomes from pensions and annuities, interest and dividend earnings. They were thorough in their work, and patient with me.
AB
Anupam Basu
Chainwise CPA client (Google review)

Still On The Fence?

Frequently Asked Questions

My crypto software already builds a tax report. Why do I need you?+
Software does math on whatever data your exchanges and wallets hand it. It doesn't check whether a transaction is missing, a price is off or a transfer between your own wallets got treated like a sale. That's why Chainwise never files from a report it hasn't reconciled under its own process, and it works inside tools like Koinly and CoinTracking to do it.
Can my current preparer keep filing my return?+
Our standard engagement includes your returns, because filing from the numbers we reconciled is what makes the plan hold. Crypto-only or return-only work is offered only to clients referred by one of our trusted partners, and it's priced separately.
My records go back years and they're a mess. Can that be fixed?+
Usually, yes. We rebuild your history wallet by wallet from exchange exports and wallet data, and we handle multi-year reconciliations and amended returns when earlier years were reported wrong. Multi-year work usually costs more than a single year, and you get a quote before we begin.
Is it too late to do anything for this year?+
No, but the calendar matters. A loss only offsets this year's gains if you realize it by December 31st, and any coin you sell before then lands on this year's return. The savings show up when that return is filed.
What if you don't save me at least $100K?+
Then Chainwise hands your planning fee back. The refund covers the planning fee, not reconciliation or return preparation. On the call, Sharon tells you plainly whether a $100K saving fits what you hold.
What does it cost?+
Planning and advisory are billed at $450 an hour, separate from reconciliation and returns. The rest depends on your wallets, your transaction count and how many years need work, so you get a quote before we begin and we ask your approval before any extra work. You can pay up front or monthly.
Is this aggressive tax planning?+
No. The standard Sharon holds every move to is reasonable, consistent and defensible. Every number we file has organized support files behind it, and we won't sell you a strategy that can't hold up.
Do you work with investors outside Virginia?+
Yes. Chainwise is 100% virtual and serves clients in all 50 states, so your calls, documents and returns are all handled remotely.
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One Last Step

Want To Know What Your Crypto Can Still Save Before December 31st?

On the strategy call, Sharon maps where your crypto lives and how your return gets done today. Then she shows you where the biggest savings likely sit and tells you plainly whether $100K fits what you hold.

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Any client results described on this page are not a guarantee of future results. Every tax situation is different, and outcomes depend on your income, structure and timing. This site is not affiliated with or endorsed by Facebook, Instagram, Google or any other advertising platform.