Crypto tax bookkeeping
Your CPA can't file
from a mess.
Crypto tax bookkeeping from an in-house, dedicated bookkeeper and advisor. We organize the records: cost basis, wallet-by-wallet history, 1099-DA reconciliation and a cleaned-up trade history. You and your CPA file. Simple as that.
Why is crypto tax season such a nightmare?
Because most traders don't keep records. They keep screenshots.
There are two kinds of traders in April. One kept clean records all year and hands their CPA a file. The other is digging through screenshots at 11 p.m. and blaming the platforms. We've all seen that guy. We'd just rather you not be him.
Every sale, swap and conversion can be a taxable event. An active trader racks up hundreds of them a year across several platforms and wallets. And the trail breaks the second coins move from one place to another, because the place receiving them has no idea what you paid.
Then April shows up, and your CPA is staring at thousands of rows nobody has touched since the day you made them. Guess who pays for those hours? YOU do.
What changed with Form 1099-DA?
Short version? The IRS gets a form now. It doesn't get the whole picture.
As of October 2026, this is how the reporting works:
- Brokers report gross proceeds on Form 1099-DA for sales from January 1, 2025.
- Brokers report cost basis only for covered assets: generally, coins acquired from January 1, 2026 in a custodial account and held there until the sale.
- Coins transferred in from another wallet or platform usually arrive without basis, so the form can show proceeds with nothing to subtract.
- Cost basis is tracked wallet by wallet, not pooled across everything you own. Without specific identification, first in, first out is the default.
So the form only knows half the story. Your records have to tell the other half... or nobody does.
What the bookkeeper does
Records first, so your CPA starts from facts instead of guesses. Guessing gets expensive.
Cost basis, rebuilt
Your purchase history rebuilt lot by lot, including coins that moved between wallets and platforms.
Wallet-by-wallet records
Holdings and basis tracked per wallet and per account, the way the current rules expect.
1099-DA reconciliation
Each 1099-DA matched against your own records, with the missing-basis lines found and explained.
Trade history cleanup
Exports from every platform merged, duplicates removed, transfers matched and gaps listed.
Working with your CPA
A clean summary your CPA can work from. With your permission, the bookkeeper answers their questions directly.
Tax education
Short tax education videos inside the Mastermind on the questions members ask most.
Who does what in crypto tax bookkeeping?
Let's be clear about the lines, because this is exactly where people get burned.
We organize the records. Cost basis, transfers, trade history and 1099-DA reconciliation. Our bookkeeper also explains how the rules work, so you understand what your records are saying.
You and your CPA file. Your own CPA or licensed tax professional advises you on your return, picks the approach and files it. We don't prepare returns, and we don't pick tax strategies for you.
That's the whole difference right there. Clean records turn an expensive guessing session with your CPA into a short one, right?
What will the bookkeeper need from me?
Exports from each platform you've used, and the public addresses of your self-custody wallets. That's it. Nobody on our team will ever ask for a seed phrase, a private key or a password. If anyone does, for any reason... stop talking to them. If it walks like a duck, it's a duck.
How does tax bookkeeping fit with the other services?
Active traders in the Mastermind usually need this first. Why first? Because the more you trade, the faster the pile grows. A portfolio review works from the same records. Every option is on the services page.
Crypto tax bookkeeping questions
Crypto tax bookkeeping is rebuilding and keeping the records your CPA files from: cost basis lot by lot, wallet-by-wallet history, 1099-DA reconciliation and a cleaned-up trade history across every platform you used. We organize the records. You and your CPA file.
Most active traders need both. The bookkeeper rebuilds and keeps the records. Your CPA uses them to advise you and file your return. Most of the hours in a messy crypto return go into the records.
Matching each Form 1099-DA a broker sends you against your own records. Where the form shows proceeds without cost basis, usually because the coins were transferred in, your records supply the basis so your CPA can report it correctly.
No. We organize the records and explain how the rules work. Your own CPA or licensed tax professional advises you and files your return.
Never. You provide platform exports and public wallet addresses. Nobody on our team will ever ask for a seed phrase, private key or login.
Apply through the button on this page and tell us which tax years need work. We'll walk you through the next step. Don't wait for March.
Get your records straight before tax season.
Apply and tell us which tax years need work. The earlier you start, the less your CPA has to guess. Be the trader who hands over a file, not a shoebox. Crypto is risky, and nothing here is tax, legal or financial advice.
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