Form 1099-DA reports proceeds. Not basis. One mismatch flags an audit — we close the gap before they open the file.
The 1099-DA reports your proceeds, not your cost basis. A $200K sale where you broke even looks like $200K of pure unreported gain. The mismatch flags automatically — and once they open one year, they can look back.
Koinly, CoinTracker, ZenLedger — built for volume. Fine if you bought Bitcoin and held. The moment your activity gets real — DeFi, NFTs, bridged assets, an FTX balance, a lost wallet — they default missing cost basis to zero and move on with a confident green checkmark. That's not reconciliation. That's hoping.
Look under the hood — it's the same Koinly or CoinTracker you already tried. They charge a premium to hit the same walls and hand you the same output with a firm logo on it. The limitations of the software become the limitations of the service. You don't need a pro running consumer software. You need a firm that built its own.
We built our own software. We handle the cases the industry skips — and we reconcile against your 1099-DA before the IRS does.
That means cost basis the software defaults to zero gets reconstructed from on-chain data and documented. Multi-chain DeFi, NFT mints, bridged assets, FTX balances, lost wallets — handled. We then match our completed numbers against your 1099-DA, line by line. When we hand you the file, the cost basis the IRS doesn't have is fully documented and defensible. Your CPA finishes the return.
Built in-house, for crypto only. Not a Koinly skin with a markup on top.
We don't take everyone. We take the files our process is built for — and we finish them right.
You hand us wallet addresses and exchange exports. We handle the rest.
We don't file. We deliver clean 8949 and Schedule D figures. Your existing tax preparer finishes the return.
A limited window. A clean reconciliation. Independence from the matching system — on America's 250th.
Free consultation. Upfront quote. Full multi-wallet reconciliation. 1099-DA matching against every exchange. Clean 8949 + Schedule D figures, ready for your CPA.
No hourly billing. No PII collection beyond what reconciliation requires. No filing — that stays with your CPA. No pressure if you don't need us.
Signing on by July 4 gives us the runway to finish before the October 15 extension deadline. Past that, we can't guarantee completion.
Transaction data only. No SSN, no address — none of it belongs in a reconciliation file. Privacy is how the process is designed.
DeFi, NFT mints, memecoin chaos, lost wallets, FTX balances, multi-year cleanups — we've reconciled it. No edge case we're seeing for the first time.
We don't file. We hand off Form 8949, Schedule D, and full documentation. Your CPA finishes the return. One specialist for the hard part.
DIY software was built for volume. It works fine if you bought Bitcoin and held. The moment your activity gets real, it hands you a wrong number with a confident green checkmark. "Crypto CPAs" running the same software give you the same wrong number with a firm letterhead on top.
Free consultation. 20% off through July 4, 2026 — America's semiquincentennial. Kaizen community only. We don't file your return; we reconcile so your CPA can.
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