Crypto tax done right. Without the audit nightmare.
Andy sent you, which means you're already moving in the right direction. Most crypto investors are still using TurboTax to file what they don't understand. We're one of the few boutique firms that actually does crypto tax at depth: DeFi positions, LP tokens, NFT staking, mining and validator rewards, lost-key basis recovery, FTX/Celsius/Voyager parallel claims. Every position documented. Every line audit-defensible.
Not just "wallets in, return out." Real crypto tax engineering.
We work with active traders, DeFi liquidity providers, NFT collectors, miners, validator operators, and crypto-business owners. The work is always more than just plugging Koinly into TurboTax.
- Cost basis reconstruction. When your CSV is missing 3 years of trades, when you switched exchanges twice, when an exchange went bankrupt. We rebuild the basis using on-chain data + your historical statements.
- DeFi position taxonomy. Adding LP, removing LP, staking, restaking, yield farming, liquidity wrapping, governance token claims, each has a different tax treatment. We map every position to the right line.
- Lost-key + bankruptcy claims. If you lost crypto in FTX, Celsius, BlockFi, or via lost keys, there's a real §165 path. Most preparers don't know it exists.
- Crypto bookkeeping that ties to your tax. If you run a crypto business (mining, validator, services-for-tokens), the books and the return have to tell the same story. We do both.
- 1099 reconciliation. Exchanges send 1099s that are wildly wrong. We reconcile against on-chain truth + your records, then handle any IRS notice that comes from the mismatch.
- Multi-year cleanup. If you didn't file for years because the crypto was too messy, we handle the catch-up. Voluntary disclosure path where applicable.
What you should NOT do if you're an active crypto investor.
The patterns we see most when an Andy listener books Discovery.
- Don't file from a single tool's export and hope. Koinly, CoinTracker, and ZenLedger are imperfect. They all have gaps with DeFi positions and cross-chain bridges. Filing the raw export almost always means underreporting (or worse, over-reporting because of duplicate transactions).
- Don't ignore the bankruptcy claims. FTX, Celsius, BlockFi, Voyager users have real §165 abandonment claim paths for the unrecovered portion. Three years of "I'll deal with that later" later, the deadline is closing.
- Don't file W-2s on time and skip crypto. The IRS is matching 1099s from exchanges. If your return doesn't include the crypto income they have a 1099 for, you'll get a CP2000 notice in 18 months and the back-tax + penalty math is brutal.
- Don't trust the wrong CPA. Most general CPAs know they don't know crypto well enough to handle it. Some take the work anyway, usually with surprises 2-3 years later when something breaks.
Andy doesn't refer just anyone. Let's see if we're your fit.
20-minute Discovery on Google Meet. We look at your situation, you tell us what you're actually doing on-chain, and we tell you whether ETS is the right help, honest answer either way.
Book a free call →