🧾 Crypto Tax Accounting & Review (US Clients)

Confused by your crypto tax report? Numbers not adding up?

This session is for US crypto holders who want their taxes done right, not just “done by software.”

I’m a Chartered Accountant specializing in US crypto tax accounting, with deep experience in DeFi (LP, Staking, Lending / borrowing), Perp trades, Prediction markets, multiple wallets, high-volume trading, and historical cleanups. Many clients come to me after tools like Koinly, CoinTracking, Summ (Formarly Cryptotaxcalculator), Awaken.tax generate incorrect or misleading results - especially when DeFi, bridges, LPs, or staking are involved.

This service focuses on accuracy, defensibility, and clarity.

🔍 What We’ll Cover in the Session

Depending on your needs, we can:

1. Review your existing crypto tax report
2. Identify misclassified income, phantom gains, or duplicate transactions
3. Validate cost basis methodology (wallet-wise vs universal, FIFO implications) in line of Revenue procedure 2024-28
4. Discuss DeFi activity (staking, LPs, lending, yield farming, liquidations), Perpetual trading activity, Prediction market transactions
5. Reconcile transactions with 1099-DA.
6. Flag high-risk areas that may cause IRS issues later
7. Outline clear next steps for filing or cleanup

You’ll leave with a clear understanding of what’s right, what’s wrong, and what needs to be fixed.

👤 Who This Service Is For

This is ideal if you are:

1. A US tax resident or US filer
2. Active in DeFi or on-chain protocols
3. Managing multiple wallets and exchanges
4. Facing messy imports or inconsistent reports
5. Preparing for filing, amendment, or audit-readiness

🧠 How This Is Different

1. I don’t blindly trust software — I interpret on-chain activity properly
2. I focus on defensible tax positions, not aggressive shortcuts
3. I explain everything in plain English
4. No rushed calls, no vague answers

If something is uncertain, I’ll tell you. If something needs clarification from you, I’ll flag it early.

📌 What This Session Is (and Isn’t)

✅ Includes

1. Expert review and guidance
2. Clear explanation of issues and options
3. Practical recommendations

❌ Does not include

1. Full tax return filing
2. Hands-on data entry during the call
3. Legal advice

(Those can be scoped separately if needed.)

⏱ Session Format

1. 1:1 video call
2. Please come prepared with:
3. Your tax software report / Access(if available)
4. List of wallets/exchanges
5. Key concerns or questions