Expert Crypto Tax Preparation & Consulting
We accurately reconcile your entire transaction history, optimize your cost basis, and deliver IRS-ready capital gains reporting without the headache.
Welcome to Crypto Tax Man,
In October of 2019, the IRS released long-awaited guidance to clarify topics relating to the original 2014 crypto tax framework. Explore the official guidelines below to understand your requirements.
Knowing Your Options for Reporting Your Cost Basis is Crucial!
The IRS holds individual investors responsible for reporting cost basis accurately, making investor awareness absolutely critical. Unlike traditional securities markets where brokers automatically record and transfer cost basis data, cryptocurrency infrastructure is still establishing these frameworks. Consequently, these automatic reports are often unavailable or fail to compile accurately when trading across multiple centralized or decentralized exchanges.
What we strive to do for clients...
Our Process is Easy!
- Choose the Crypto Trader package that suits your requirements.
- Complete the New Client Questionnaire. You will receive a direct link inside your email order confirmation right after checkout. This helps us map your specific tax environment.
- Schedule your personal sync strategy session once your questionnaire is complete so we can begin compiling your transaction data. (Your calendar booking link is located seamlessly at the bottom of your questionnaire).
- Then relax, we will handle the rest!
Book a Free 15-Minute Consultation
Featured Products
Crypto News
Market Insights & Cryptocurrency News
Stay ahead of shifting digital asset markets, regulatory updates, and blockchain technology trends. Follow these trusted industry-leading platforms for real-time cryptocurrency news and analysis.
Resources
Client Resources & Tax Tools
Access essential financial calculators, official IRS guidance, and step-by-step instructions for preparing your crypto trading data.
Financial Calculators
- Income Tax Calculator → Estimate your federal income tax bracket and liabilities.
- Capital Gains Tax Calculator → Calculate the tax impact on your sold assets and investments.
Tax Law & IRS Guidance
- Tax Cuts & Jobs Act Breakdown → An overview of structural changes to individual and corporate codes.
- IRS Notice 2019-24: Virtual Currency FAQs → Official regulatory guidance regarding digital asset forks and transactions.
Crypto Reporting Support
- IRS: Understanding Form 1099-DA → Understanding the official tax form for digital asset broker reporting.
- Coinbase: Understanding Form 1099-MISC → How staking rewards and miscellaneous income are reported.
Contact Us
Contact Crypto Tax Man
Have a question about your cryptocurrency capital gains or data reconciliation? Get in touch with our specialized support team today.
Crypto Tax Man LLC
Professional Crypto Capital Gains Reconciliation Services.
Operating Hours: Monday – Friday, 9:00 AM – 5:00 PM (EST)
Partners
Our Professional Partner Network
While we specialize exclusively in precise cryptocurrency capital gains reconciliation, we collaborate closely with trusted industry professionals to ensure your comprehensive financial, legal, and standard tax filing needs are completely met.
Wealth Management
Visit Core Wealth Planning →
Core Wealth Planning
A premier advisory firm specializing in holistic wealth management, retirement planning, strategic tax planning, and comprehensive estate preservation. Ideal for ensuring your digital asset gains align perfectly with your multi-generational financial goals.
Full-Service CPA Return Prep
Contact Sheree Radakovich CPA →
Sheree Radakovich CPA LLC
Providing certified public accounting and full tax compliance structures. Sheree Radakovich CPA LLC delivers rigorous attention to detail when integrating standard small business schedules, itemized deductions, and individual 1040 filings with your external crypto activity.
Individual & Small Business CPA
Visit Humphrey CPA LLC →
Jeff Humphrey CPA LLC
A full-service accounting firm offering comprehensive individual and small business tax return preparation. Highly experienced in handling diverse corporate reporting, rental property filings, and general IRS compliance streams alongside digital assets.
Software & Portfolio Analytics
Explore CoinTracking Software →
CoinTracking
An industry-leading cryptocurrency portfolio tracker and tax software tool. CoinTracking helps gather complex multi-chain ledgers, trade histories, and exchange APIs, providing the essential programmatic data foundation that our advisory team manually reconciles for your final tax forms.
Why Choose Us?
Navigating the complexities of cryptocurrency capital gains and losses can be daunting, particularly during tax season. At Crypto Tax Man, we take the stress out of crypto taxes by combining cutting-edge blockchain accounting technology with traditional private wealth advisory standards.
Here is why investors, traders, and businesses trust us with their digital asset portfolios:
Traditional Expertise Meets Modern Digital Assets
We are not just data input clerks running software. Led by a dual-certified CFP® professional and Certified Estate and Trust Specialist (CES™), we analyze your crypto activity through a comprehensive financial planning lens. We ensure your crypto reporting aligns seamlessly with your broader wealth preservation, income tax brackets, and long-term financial goals.
Comprehensive Multi-Exchange Support
Whether you traded on a single domestic exchange or across twenty different decentralized platforms, we handle the heavy lifting. We pull your trade history reports, connect secure exchange APIs, track historical cost-basis modifications, and reconcile complex smart contract interactions.
Transparent Tiered Pricing
We believe in absolute clarity. Our onboarding deposits and tiered transaction estimates are clearly outlined up front to ensure you understand exactly how your data volume translates to billable accounting hours. You are never caught off guard by hidden fees or unexpected pricing models.
End-to-End CPA Filing Partnerships
We don't leave you stranded with a raw data sheet. Once your crypto tax reconciliation is complete and perfectly audited, one of our trusted CPA partners can handle the final preparation and filing of your state and federal tax returns for an additional fee. This seamless pipeline is perfect if you do not already have a dedicated accountant or prefer a professional to sign off on your return.
Our mission is to make crypto tax reconciliation as seamless, accurate, and stress-free as possible for both individual investors and business owners. Choose Crypto Tax Man for a hassle-free, legally optimized, and highly professional approach to your digital asset accounting.
A+++ After downloading and reading through the IRS guidelines for declaring crypto assets, I felt completely overwhelmed. I searched through multiple posts on Reddit and other sites which were filled with conflicting interpretations of the tax code. After 3 months of research I was about to throw in the towel when I stumbled across Crypto Tax Man. With their assistance I was able to figure out the best way for me to fully comply with the IRS guidelines while still declaring the significant losses that I had during early 2018. Highly recommend Crypto Tax Man's services if you are planning on seriously trading and investing in the wild west of Crypto assets.
About Us
Joshua Sands
Crypto Tax Specialist / Founder
At Crypto Tax Man, we bridge the gap between traditional wealth management standards and complex digital asset transactions. Founded by veteran financial planning professionals, our mission is to provide fellow traders and investors with the advanced accounting reconciliation and structural tax planning required to protect and optimize their wealth.
From Wall Street to the Blockchain
Our root expertise lies in traditional comprehensive wealth management and financial planning. Before 2010, cost-basis tracking for traditional securities was an entirely manual process because cost histories were not legally required to transfer between brokers.
Today, navigating crypto trading involves a nearly identical—but vastly accelerated—data challenge. Active trading across multiple centralized exchanges, decentralized protocols (DeFi), staking pools, and cold storage wallets requires deep historical cost-basis mastery. We apply the rigorous compliance standards of traditional finance directly to the digital asset space.
Why Holistic Planning Beats Simple Reporting
Crypto assets do not exist in a vacuum. A high-volume trading year or a massive capital gain impacts your entire financial trajectory—including income tax brackets, estate structures, and long-term wealth preservation.
Because we understand that your financial reality requires more than just backwards-looking tax reporting, we look at your portfolio through a holistic lens. We ensure your digital asset reconciliation aligns with your broader tax-efficiency and wealth management goals.
Our Specialized Enterprise Infrastructure
To deliver institutional-grade forensic data tracking, we rely on advanced, specialized enterprise accounting tools.
**Core Technology Stack: We utilize CoinTracking.info for 95% of our portfolio reconciliations due to its deep data processing capabilities.
**Custom API Integrations: For highly complex or niche decentralized protocols, we pair CoinTracking with secondary, specialized blockchain scrapers to capture every single taxable smart contract interaction.
Meet Our Founder Joshua Sands, CFP®, CES™
Founder and Crypto Tax Specialist
Core Focus: Digital Asset Cost-Basis Optimization, Advanced Crypto Tax Compliance, and Holistic Financial Integration.
Professional Background: Years of dedicated experience in traditional financial planning, asset management, and complex cost-basis auditing.
Credentials:
CFP® Professional (Certified Financial Planner)
CES™ (Certified Estate and Trust Specialist)
At Crypto Tax Man, we take the stress out of crypto taxes.
"Our commitment is to ensure that your crypto tax reporting is seamless, timely, and optimized for your total financial picture. We treat your digital asset portfolio with the exact same rigor expected of private wealth and corporate financial reporting."
