Digital Wallet Tax

Crypto & DeFi tax

Digital Wallet Tax

Passive Income. Fully Compliant.

We track what your wallets actually did, maximize your tax savings, and file fully IRS compliant tax returns that hold up against audits.

We are a full service tax & advisory firm.

The Passive Income Process

This is the basic process to create passive income. But you may not have realized the possible taxable events.

Buy crypto and move it to your wallet

Dollars into ETH, then over to OKX or MetaMask

Not Taxable

Swap into the two tokens for your pair

A pool needs two. You arrived with one. Gas counts too.

Taxable Event

Add liquidity and set your range

Both tokens go in, you pick the band

Taxable Event

Earn fees while you are in range

Income as they land, not when you click Collect

Taxable Event

Exit the position and cash out

Rebalance or close, swap back, send to the bank

Taxable Event

Four of those five create something reportable, and most people record only the last one. Handled as you go, it is straightforward and it usually lowers the bill.

We find the savings

Same person, same year, same top tax bracket. They cashed out $25,000. The only difference is whether anyone could prove what they paid for it.

No records

Cashed out$25,000
Basis they could prove$0
Taxed on$25,000
Tax at 37%$9,250

Records reconstructed

Cashed out$25,000
Basis we proved$15,000
Taxed on$10,000
Tax at 37%$3,700

Taxes saved

$5,550

We go through every wallet and every chain you bring us to find the cost you can actually claim.

Most liquidity provision produces short term gains, which are taxed at ordinary rates. Your own result depends on your bracket and your activity.

Built to hold up

Compliance is what turns a number into one you can stand behind if anyone ever asks.

Wallet-by-wallet records

Kept the way the rules have required since January 2025.

Matched to the forms

What you file lines up with the 1099-DA the IRS already received.

Written positions

Where DeFi rules are unsettled, we document the reasoning and stay consistent.

Credentialed team

Our team includes CPAs and IRS-Licensed Enrolled Agents, credentialed to represent taxpayers before the IRS.

More than crypto

A full service tax & advisory firm. Most clients arrive with a wallet problem and stay for everything else.

Tax advisory
Tax planning
Tax resolution
Bookkeeping
Business consulting
Exit planning
Life insurance

Let's get you squared away

Don't worry if you have no records. That is where nearly everyone starts, and there is usually more to recover than people expect.