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SERVICES

CPA tax help for cryptocurrency and digital assets

Digital-asset tax reporting begins with a complete transaction history rather than a dashboard total. Tavella CPA Group reviews accepted exchange, wallet, transfer, income, disposal, and business records; reconciles basis and proceeds where supportable; and coordinates the resulting individual or business tax reporting under a defined written scope.

Published Substantively reviewed by Stefano Tavella, CPA

Request a Crypto Tax Review

Digital-asset records and tax questions an engagement may address

  • Exchange, wallet, broker, custodian, and transaction-file review
  • Transaction-history reconciliation across accepted accounts and chains
  • Basis, proceeds, holding-period, fee, transfer, and disposal support
  • Form 8949 and Schedule D coordination
  • Staking, mining, rewards, airdrops, forks, DeFi, NFT, and business-activity questions
  • Lost or incomplete records as a separately scoped reconstruction
  • Foreign-account or entity reporting only when separately reviewed and accepted
  • Individual and business return coordination

RECORDS AND FACTS

Build a source inventory before calculating tax results

Reliable reporting depends on identifying every relevant account, wallet, platform, transfer, transaction type, and source record for the accepted period.

  • Exchange, broker, wallet, platform, and blockchain-account inventory
  • Native CSV files, transaction exports, Forms 1099-DA or other information returns, and prior-year reports
  • Wallet addresses and transfer history needed to distinguish transfers from disposals
  • Acquisition dates, quantities, U.S.-dollar values, fees, and lot-identification records
  • Staking, mining, reward, airdrop, fork, DeFi, NFT, lending, or business records
  • Prior returns, Form 8949 schedules, carryovers, and previously used basis methods
  • Foreign accounts, entities, jurisdictions, and reporting questions when applicable

BEFORE YOU REQUEST A CALL

See what fits this service and what is scoped separately

This service may be a fit when

  • You have exchange, wallet, and transaction files that can be reconciled
  • Completed disposals, rewards, staking, mining, DeFi, NFTs, or business activity require tax reporting
  • You need individual or business return coordination after records are reconstructed
  • You can identify all material platforms, wallets, years, and prior reporting methods

These items require separate scope or another professional

  • Large or incomplete transaction-history reconstruction and unsupported basis research
  • Foreign-account, foreign-entity, amended-return, notice, or examination work
  • Investment, securities, custody, legal, appraisal, valuation-certification, tracing, fraud-investigation, or asset-recovery services
  • No recommendation to buy, sell, hold, transfer, or custody a digital asset is provided
  • No complete basis reconstruction or tax outcome is guaranteed when source records are missing

Reconcile transactions before mapping them to tax forms

The engagement starts with a platform and wallet inventory, then tests whether source files cover the accepted period and whether transfers reconcile. Tavella CPA Group documents assumptions, unresolved gaps, and the supported tax treatment before preparing accepted schedules or coordinating the tax return. Missing source records can limit or prevent a reliable reconstruction.

ANTICIPATED DELIVERABLE

What an accepted crypto-tax deliverable may include

The deliverable depends on record quality and the written scope; it does not certify that a blockchain history is complete.

  • Source and account reconciliation summary
  • Unresolved transaction and missing-record report
  • Supported basis, proceeds, income, and disposition schedules
  • Form 8949, Schedule D, Schedule 1, Schedule C, or business-return inputs when included
  • Documented assumptions and separately scoped foreign-reporting questions
  • Tax-return handoff and secure record-retention package

COMMON QUESTIONS

Questions about cryptocurrency and digital-asset tax services

Can a Form 1099 or exchange tax report replace transaction reconciliation?

Not always. A report may omit transfers, outside-wallet basis, fees, prior lots, decentralized activity, or transactions from another platform. The accepted sources must be reconciled before relying on calculated gain, loss, or income.

Can Tavella CPA Group reconstruct missing crypto basis?

Reconstruction may be accepted as a separate project when enough reliable source evidence exists. Missing exchanges, wallets, timestamps, quantities, values, or prior-year methods can limit the work, and no complete reconstruction is guaranteed.

Does this service include investment advice or asset recovery?

No. The service is limited to accepted tax-record, calculation, reporting, and return-coordination work. It does not include investment or securities advice, custody, tracing, fraud investigation, or asset recovery.

How should sensitive records be provided?

Do not send tax returns, taxpayer identification numbers, payroll files, bank records, ownership documents, or other sensitive information through the public contact form or ordinary email. Secure upload instructions are provided only after Tavella CPA Group accepts the engagement and opens the appropriate client workflow.

Does submitting a request create an engagement or reserve a deadline?

No. A request does not create a CPA-client relationship, start work, guarantee acceptance, or reserve a filing or response deadline. Work begins only after acceptance, conflict and capacity review where applicable, and a signed written engagement that identifies the scope, responsibilities, timing, and fee.

PRIMARY AUTHORITY

Government sources for the general rules

These sources support the general information on this page. The current instructions and the facts of a specific return, jurisdiction, or notice still control.

PLAIN-ENGLISH TAX GUIDES

Use these source-backed guides to prepare for a conversation about this service. The guides provide general information, not advice for a specific situation.

Browse all tax guides

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