service tiers · all four desks

Filing crypto tax,
without crying.

Four service tiers, four specialty desks, one work-paper standard. Pick by the size of your wallet count or by the type of activity that defines your year — yield farming, NFT minting, validator rewards, or just spot trading.

tier picker · two questions

Tell us what you did this year.

We'll route you to the right tier in two clicks. Most filers pick wrong on their own; this picker corrects for the activities you might not realize matter.

activity_01
Spot trading on CEX
Coinbase, Kraken, etc.
activity_02
DeFi yield + LPs
Aave, Uniswap, Lido
activity_03
NFT mint / sell / royalties
OpenSea, Blur, Foundation
activity_04
Mining / validators / DAO
Treasury, K-1, 1099
recommended_tier
DeFi Power
$1,840 / yr
  • Unlimited wallets reconciled
  • LP, yield, staking, lending events
  • Wrapped-token classification
  • Quarterly est. tax projections
  • Direct CPA Slack channel
Begin DeFi tier
tier capability matrix

Every feature, every tier.

Hodler$485/yr DeFi Power$1,840/yr NFT Artist$2,400/yr InstitutionalFrom $24K/yr
// reconciliation
Wallets supported3UnlimitedUnlimitedUnlimited
Annual transactions500UnlimitedUnlimitedUnlimited
Cost-basis methodsFIFOFIFO · LIFO · HIFO · Spec IDFIFO · HIFO · Spec IDAll + GAAP
Cross-chain bridge events
// defi-specific
LP entry/exit reconciliation
Yield farming & rewards
Staking + validator income
Wrapped-token classification
// nft-specific
Mint cost-basis allocation
Royalty income tracking
Schedule C creator setup
// support & defense
Communication channelEmailSlack DMSlack DMSlack + dedicated CPA
Response SLA3 business days24 hours24 hours4 hours
Audit-defense retainer+$1,200/yr+$1,200/yr+$1,200/yrIncluded
Quarterly est. tax projection
Bookkeeping & monthly close+$400/moIncluded
onboarding · how the first 14 days go

From sign-up to first reconciled report.

// step_01

Wallet inventory

You list every wallet, exchange account, and validator address you've ever used. We send a CSV template — fill it in, encrypt, send back.

day 1 · 30 min
// step_02

Read-only API connection

For each CEX (Coinbase, Kraken, etc.) you generate a read-only API key. We never see funds, never key, never withdraw. SOC 2 vault stores credentials.

day 2–3
// step_03

Reconciliation pass

We pull every transaction across every wallet, classify each (income / capital event / transfer / cost basis), flag ambiguous events for your review.

day 4–9
// step_04

Liability report + plan

One-page liability summary, full work-paper book, harvest-loss recommendations, quarterly est. tax projection. Slack channel opens.

day 10–14
forms we file · standard inclusions

Eighteen forms, all generated.

8949

Form 8949

Sales & dispositions of capital assets — every txn line-by-line.

SCH-D

Schedule D

Aggregated capital gains & losses, short-term and long-term split.

SCH-1

Schedule 1

Other income — staking, mining, airdrops, hard-fork receipts.

SCH-C

Schedule C

Self-employed creator/miner/validator income with deductions.

SCH-E

Schedule E

K-1 partnership income from DAOs treated as partnerships.

SE

Schedule SE

Self-employment tax on Schedule C net earnings.

8606

Form 8606

Crypto IRA contributions and Roth conversions tracked.

FBAR

FinCEN 114

Foreign exchange & wallet reporting if balance exceeded $10K.

8938

Form 8938

Statement of specified foreign financial assets (FATCA).

1099

1099-MISC / NEC

Generated for any contractor or creator you paid in crypto.

K-1

K-1 / 1065

DAO partnership returns & per-member capital allocations.

8275

Form 8275

Disclosure for any aggressive position requiring footnote.

free 24-hour assessment

Not sure which tier? Upload first.

Our team reviews your wallet history, recommends the right tier, and shows your liability estimate — before you ever pay anything.

Upload CSV → Free assessment