Crypto & DeFi tax
Digital Wallet Tax
Passive Income. Fully Compliant.
We track what your wallets actually did, maximize your tax savings, and file fully IRS compliant tax returns that hold up against audits.
We are a full service tax & advisory firm.
The Passive Income Process
This is the basic process to create passive income. But you may not have realized the possible taxable events.
Buy crypto and move it to your wallet
Dollars into ETH, then over to OKX or MetaMask
Swap into the two tokens for your pair
A pool needs two. You arrived with one. Gas counts too.
Add liquidity and set your range
Both tokens go in, you pick the band
Earn fees while you are in range
Income as they land, not when you click Collect
Exit the position and cash out
Rebalance or close, swap back, send to the bank
Four of those five create something reportable, and most people record only the last one. Handled as you go, it is straightforward and it usually lowers the bill.
Every chain you are on
Base, Ethereum, Solana, Bitcoin and the rest. One address can live on a dozen networks and each one keeps its own set of records.
We trace all of them, so nothing sits in a wallet you stopped thinking about.
We find the savings
Same person, same year, same top tax bracket. They cashed out $25,000. The only difference is whether anyone could prove what they paid for it.
No records
Records reconstructed
Taxes saved
$5,550
We go through every wallet and every chain you bring us to find the cost you can actually claim.
Most liquidity provision produces short term gains, which are taxed at ordinary rates. Your own result depends on your bracket and your activity.
Built to hold up
Compliance is what turns a number into one you can stand behind if anyone ever asks.
Wallet-by-wallet records
Kept the way the rules have required since January 2025.
Matched to the forms
What you file lines up with the 1099-DA the IRS already received.
Written positions
Where DeFi rules are unsettled, we document the reasoning and stay consistent.
Credentialed team
Our team includes CPAs and IRS-Licensed Enrolled Agents, credentialed to represent taxpayers before the IRS.
More than crypto
A full service tax & advisory firm. Most clients arrive with a wallet problem and stay for everything else.
Let's get you squared away
Don't worry if you have no records. That is where nearly everyone starts, and there is usually more to recover than people expect.