Cryptocurrency & Digital Asset Tax Services

Careful tax preparation for crypto investors and DeFi participants, based in Orlando.

The IRS has intensified its focus on digital assets with the rollout of Form 1099-DA. We bridge the gap between complex blockchain data and accurate reporting, so your gain is calculated on your real cost basis, with documentation to support it.

The 1099-DA "$0 Basis" Issue

If your 1099-DA reports $0 in cost basis for your sales, the full proceeds may be treated as gain unless you substantiate your basis. We reconcile the form against your own records to report your correct basis.

Specialized Crypto Services

1099-DA Reconciliation & Basis Review

Form 1099-DA sometimes reports a $0 cost basis for assets transferred in from wallets or other exchanges. We reconcile these forms against your own records so your basis is reported correctly and gain is not overstated.

Software Integration & Review

We work directly with leading platforms like Koinly, ZenLedger, and CoinLedger. We don't just take the report; we audit the data for missing transfers and incorrect pricing.

Tax-Loss Harvesting Strategies

Crypto provides unique opportunities for tax-loss harvesting. We help you identify underwater positions to offset capital gains and lower your overall tax bill.

DeFi Transaction Documentation

Yield farming, liquidity pools, and complex DeFi interactions require structured records. We organize your transaction history so your reporting is supported if the IRS asks questions.

Mining and Staking Income

Mining and staking income, with treatment determined by the nature of your activity. We help track the fair market value at receipt to establish an accurate cost basis.

NFT & Digital Collectibles

Comprehensive reporting for NFT minting, trading, and royalties, ensuring proper classification and gain/loss calculation.

Expert Review for Leading Software

KOINLYZENLEDGERCOINLEDGERTAXBIT

Crypto Tax FAQ

Why does my 1099-DA show a $0 cost basis?
Exchanges often don't have access to the price you paid for assets transferred in from cold wallets or other exchanges. If the form reports $0 basis, the full proceeds may be treated as taxable gain unless you substantiate your actual basis. We reconcile your wallet and exchange records so your basis is reported correctly.
Can I use Koinly or ZenLedger with your service?
Yes. Crypto tax software can do much of the aggregation work, but exports often contain gaps such as missing purchase history or mispriced transfers. We review your software exports against your exchange and wallet records and correct errors we find.
How are Orlando's tech and fintech professionals taxed on crypto?
As part of Orlando's growing tech scene, many local professionals receive crypto as compensation or participate in complex DeFi protocols. We ensure these are properly reported as ordinary income vs. capital gains based on the specific nature of the transaction.
Is the crypto wash sale rule still in effect for 2026?
The wash sale rule historically applied to stocks and securities, not digital assets. The 2025 federal tax law is scheduled to extend it to digital assets beginning in 2027. Check the current rules for your tax year before relying on loss harvesting, and ask us how the rules apply to your situation.
What if I lost my records for early crypto trades?
We use blockchain explorers and whatever records remain to reconstruct your transaction history where possible. Even without exchange CSVs, we can often establish a reasonable, supportable cost basis — though the more complete your records, the better the result.

Get Your Crypto Reporting Right

Reconcile your 1099-DA and document your cost basis with a careful review.

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