Crypto Tax CPA Services for Cost Basis & Wallets

Kurt Simmons CPA provides crypto tax CPA services for digital asset investors, Web3 businesses, and funds that need wallet and exchange reconciliation, cost basis records, DeFi, staking, mining, NFT reporting, and IRS reporting nationwide / all 50 states where permitted.

CPA Services for Crypto Cost Basis, Wallets, and Exchanges

Crypto tax reporting depends on clean transaction records. A crypto tax CPA should connect exchange downloads, wallet transfers, DeFi activity, staking and mining income, NFT activity, basis, proceeds, and entity records before the return position is finalized.

KAS CPA works with individual investors, funds, Web3 companies, protocols, and service providers that need digital asset tax reporting, accounting review, and advisory support from a virtual-first practice serving clients nationwide / all 50 states where permitted.

Who We Serve

  • Individual crypto investors and traders
  • Cryptocurrency funds and investment managers
  • DeFi protocols and DAOs
  • NFT creators and marketplaces
  • Mining and staking operations
  • Crypto exchanges and custodians
  • Web3 startups and service providers

Services We Provide

  • Crypto tax preparation and planning
  • DeFi transaction analysis and classification
  • Cost basis calculation and transaction reconciliation
  • Financial statement audits and reviews
  • Fund accounting and administration
  • Token economics and tax structuring
  • Regulatory compliance guidance

Our Approach

We focus on the records behind the reporting: which accounts and wallets moved assets, whether transfers were matched correctly, how basis and proceeds were supported, and which activity belongs in tax, accounting, or advisory workflows.

Source-Backed Notes

Digital asset tax work needs transaction-level support

Crypto tax reporting is strongest when wallets, exchanges, DeFi activity, basis, proceeds, staking, mining, and transfer records are reconciled before return positions are finalized.

Bottom Line

What does a crypto tax CPA do?

Short answer: A crypto tax CPA helps reconcile exchange trades and wallet transfers, calculate supportable digital asset cost basis and proceeds, classify DeFi, staking, mining, and NFT activity, and prepare tax reporting nationwide / all 50 states where permitted.

  • Wallet and exchange reconciliation before gains, losses, or income are reported.
  • Cost basis and proceeds support for digital asset dispositions.
  • Planning for DeFi, staking, mining, NFT, entity, and investor reporting issues.

Get Crypto CPA Help

Discuss the wallets, exchanges, records, and digital asset reporting issues that need CPA attention.

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