- Crypto-Native Since 2016. Built for the Digital Asset Compliance Era.
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Recognized by Forbes as a 2025 Best-in-State Top CPA
Featured in Forbes for Leading the Charge on Crypto Accounting: Read the Forbes Feature
Tell us about your situation. We will assess the complexity, identify where the risks are, and determine whether we are the right fit.
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This intake allows us to assess complexity, risk exposure, and whether we’re the right firm for your situation.
Client Case Studies
Crypto Accounting
Active DeFi Investor 30+ Wallets, 60,000+ Transactions Reconstructed
Rebuilt complete cost basis history across defunct platforms including Celsius, reconciled multiple 1099-DAs against reconstructed records, and aligned methodology with Rev. Proc. 2024-28 account-level requirements. Ongoing quarterly accounting now current.
Outcome
Full history reconstructed. 1099-DAs reconciled. Ongoing accounting in place.
See how we helped →Tax Planning
$10M+ Portfolio with Project Token Exposure and No Planning Framework
Analyzed RTU treatment, DeFi protocol income, and disposition strategy across a complex long-term portfolio. Rebuilt history at the lot level, aligned with Rev. Proc. 2024-28, and built a planning framework covering wallet architecture, accounting method, and future token events.
Outcome
Defensible position on all major holdings. Quarterly planning engagement ongoing.
See how we helped →Web3 Accounting
Web3 Startup Accounting Policy, Subledger Build, and Historical Correction
Built accounting policy from scratch, corrected prior bookkeeper errors, selected and integrated a crypto subledger for an unsupported proprietary blockchain, and rebuilt the full historical books. SAFE reclassified and opening balance sheet built on defensible purchase price allocation.
Outcome
Books rebuilt. Subledger integrated. Ongoing accounting system in place.
See how we helped →Prediction Market Tax
$2.1M Kalshi Trader Tax Framework Analysis and Defensible Position Memo
Performed contract-level classification across Section 1256, capital, ordinary income, and Section 165(d) frameworks. Built a formal position memo with documented rationale for each framework assessed, reconstructed the full transaction history, and standardized reporting across all contracts.
"Very happy working with Patrick. He's the real deal when it comes to crypto tax and accounting. Highly recommend him if you want clarity and confidence in your reporting."
Cryptocurrency CPA FAQs
We work exclusively with cryptocurrency investors, Web3 founders, and prediction market traders. Our clients include high-net-worth individuals with complex multi-wallet portfolios, DeFi and NFT participants, Web3 startups and protocols, DAOs, digital asset funds, and Polymarket and Kalshi traders. We do not take on clients outside of digital assets.
Cryptocurrency tax preparation and planning, cost basis reconstruction and historical accounting remediation, Form 1099-DA compliance and reconciliation, IRS notice response and audit defense, Web3 startup accounting, prediction market tax reporting, and Web3 sales tax compliance.
No. We serve clients nationally and globally. Our offices are in Charlotte, NC and Knoxville, TN, but all work is conducted remotely with secure document sharing and direct access to Patrick throughout the engagement.
That is a significant portion of our practice. We routinely reconstruct 5 to 10+ years of missing or incomplete transaction history across dozens of wallets, exchanges, DeFi protocols, and chains. We have resolved six- and seven-figure IRS disputes for clients who came to us with years of unfiled returns or inaccurate prior filings.
We use fixed-fee pricing scoped upfront based on the complexity of your situation. There are no hourly billing surprises, no charges for phone calls, and no unexpected fees. You know the cost before the engagement begins.
Software automates data aggregation. It does not make judgment calls on tax characterization, resolve ambiguous DeFi positions, reconstruct missing cost basis from fragmented records, or represent you before the IRS. We work alongside the major platforms and understand where they break. Over 90% of the crypto portfolios we review contain errors, including those prepared by software.
You will typically receive a response within 24 to 48 hours. Based on availability and fit, onboarding may begin immediately, especially for urgent IRS or tax deadline issues.
Yes. We were the first CPA firm in the U.S. to accept crypto payments. We accept BTC, ETH, USDC, and select stablecoins and digital assets through secure invoicing.
