Crypto Tax · Digital Assets
Crypto Tax & Digital Asset Reporting
If you trade, stake, earn, or move digital assets, your tax life gets more complex — quickly.
All Digital Tax helps you translate wallets, exchanges, and platforms into clean, accurate tax reporting.
Instead of generic advice or “just export a CSV,” you get guidance from a firm that understands
how digital assets actually work and how they show up on your return.
Who We Serve
Is Crypto Tax & Digital Asset Reporting Right for You?
This service is designed for individuals and business owners who actively use or invest in digital assets, and want their reporting handled correctly the first time.
- Traders who buy, sell, or swap across multiple exchanges or wallets.
- Investors who hold long-term positions but occasionally rebalance or realize gains.
- Business owners accepting crypto payments for services or products.
- Clients involved in staking, yield, airdrops, NFTs, or other emerging digital asset activity.
You do not need to be a full-time trader to benefit — if crypto or digital assets show up in your world,
reporting them cleanly matters.
What's Included
What Crypto Tax & Digital Asset Reporting Includes
We help you move from scattered data and confusing exports to a clear, defensible picture of your digital asset activity.
-
Wallet & platform intake.
We identify which exchanges, wallets, and platforms you used during the year so nothing important is missed. -
Data aggregation & cleanup.
We work with transaction reports, CSV files, and API exports to compile your digital asset activity
into a usable format. -
Gain / loss and income reporting.
Trades, swaps, and sales are categorized properly, and staking, rewards, interest, and airdrops
are treated as income where applicable. -
Integration with your overall tax strategy.
Your digital asset activity is not treated in isolation — it is aligned with your broader
tax picture so decisions make sense across your return.
Crypto Tax & Digital Asset Reporting can be paired with Tax Strategy & Annual Tax Preparation
if you want help planning future moves before you click “sell.”
Process
How the Process Works
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Discovery & scoping.
We review your prior returns and discuss which platforms and wallets you used, how often you traded,
and what types of activities were involved. -
Data gathering.
You receive a clear checklist with instructions for exporting reports from exchanges, wallets, and
crypto tax software (if you already use one). -
Reconciliation & review.
We reconcile totals, identify gaps or missing data, and clarify any unusual transactions or events. -
Reporting & integration.
We translate the final numbers into your tax return and explain how your digital asset activity
affected your overall tax picture.
Pricing
Crypto Tax & Digital Asset Reporting Pricing
Pricing is based on the number of platforms involved, total transaction volume, and the complexity of your activity.
- Simple buy-and-hold with a small number of transactions.
- Moderate trading activity across one or two primary platforms.
- Higher-volume trading, DeFi, NFTs, or multiple wallets and exchanges.
During your consultation, we will outline a clear fee range based on your situation so you can decide
how you would like to proceed.
Common Questions
Frequently Asked Questions
Do I really have to report every trade?
In most cases, yes — each taxable event needs to be captured to accurately reflect gains and losses.
We focus on practical ways to aggregate and organize this data using the tools and exports available to you.
What if I have missing data or lost access to an exchange?
Missing information is common in the digital asset space. We will help you identify what can still be retrieved,
and discuss reasonable, well-documented approaches for anything that truly cannot be recovered.
Can you work with my existing crypto tax software?
Yes. If you already use crypto tax tools, we can often work with those exports as a starting point,
then review and adjust as needed before integrating the results into your return.
Next Step
Ready for crypto taxes without the guesswork?
If digital assets are part of your financial world, having them reported clearly and
correctly is one of the best ways to protect your peace of mind.