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.
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."
