Crypto tax

Crypto tax accounting grounded in the underlying transaction history.

Digital asset tax positions depend on clean data and defensible analysis. We help identify activity, organize support, surface gaps, and coordinate tax work without treating software output as the final answer.

Discuss your needs

When to call

A practical fit for moments when the records must support a decision.

Tax software output is not review-ready

Imports contain unmatched transfers, missing basis, duplicate activity, unsupported classifications, or unexplained gains and losses.

Business and personal activity overlap

Transactions span entities, founders, investors, wallets, protocols, and platforms, and ownership or purpose needs to be documented.

A material event needs planning

A token launch, treasury sale, compensation event, entity change, financing, or other transaction requires coordinated accounting, tax, and legal analysis.

Potential deliverables

A scope built around usable work products.

Depending on the available records, stakeholders, and agreed level of review, an engagement may include:

Tax-data readiness assessment for the agreed entities, accounts, wallets, assets, and period
Transaction and transfer review focused on missing records, basis gaps, duplicates, and unsupported classifications
Documented issues, assumptions, and fact questions for taxpayer and professional review
Tax-lot, proceeds, income, fee, or other supporting schedules defined in the engagement
Coordination package for the return preparer, legal counsel, or other tax stakeholders
Planning memorandum or decision support only when expressly included in scope

How we help

A disciplined approach to digital asset complexity.

Data readiness

Organize transaction histories and identify missing or inconsistent source records before tax preparation begins.

Transaction review

Assess activity types and facts that may influence tax treatment, basis, and reporting.

Planning support

Translate the operating picture into practical tax conversations and next steps.

Engagement process

From source records to a documented operating path.

Define the tax question

Identify the taxpayer or entity, reporting period, transaction types, deadlines, stakeholders, and decisions the work must support.

Establish record coverage

Inventory the relevant forms, wallets, exchanges, custodians, ledgers, contracts, and prior-period records, then surface material gaps.

Analyze and document

Reconcile the agreed activity, evaluate available facts, retain supporting evidence, and separate supported conclusions from open questions.

Coordinate final review

Provide the agreed schedules and issue summary to the taxpayer and engaged professionals responsible for final positions and filings.

Common questions

Define the scope before the work begins.

Do you rely on crypto tax software alone?

No. Software can organize data and calculate based on its inputs, but it does not establish that every source is complete or that every transfer, basis amount, owner, and classification is correct. Professional review starts with the underlying records and facts.

Can you work with my existing tax preparer or attorney?

Yes. Bit Bookkeeper can prepare supporting records, schedules, and issue summaries for another professional. Responsibilities, deadlines, formats, and reliance needs should be agreed at the start of the engagement.

Does every crypto tax engagement include return preparation?

No. Data cleanup, basis reconstruction, planning support, return-preparer coordination, and filing work are distinct scopes. The engagement letter will identify what Bit Bookkeeper is and is not responsible for delivering.

What records should I retain?

Relevant records may include transaction exports, wallet histories, purchase and transfer support, Forms 1099, prior tax-lot schedules, contracts, invoices, payroll or compensation records, entity documents, and correspondence that establishes the facts behind an activity.

Engagement outcomes

Clarity you can act on.

Every engagement is scoped around the available facts, required level of review, and the decisions your organization needs to support.

Tax-ready transaction records

Basis and activity review

Issue identification

Coordination with legal and tax stakeholders

Begin the conversation

Digital assets deserve professional accounting.

Tell us where the complexity sits. We’ll help define a practical next step.

Request a consultation