Three Services.
One Standard of Precision.
Each service is designed for a distinct type of digital asset accounting need — from ongoing portfolio reconciliation to project-based tax preparation to specialized DeFi protocol accounting. All built on the same on-chain-first methodology.
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Digital Asset Portfolio Tracking
Ongoing recording and reconciliation of cryptocurrency and digital asset transactions across wallets, exchanges, and DeFi platforms. We track acquisitions, dispositions, transfers, staking rewards, and airdrops — maintaining a ledger that connects to your overall financial records. Monthly reports include portfolio valuation summaries and transaction logs. Designed for individuals and businesses with active digital asset holdings.
Crypto Tax Compliance
Preparation of tax returns and schedules related to digital asset activity. We calculate capital gains and losses using appropriate cost-basis methods, report income from mining and staking, and ensure proper treatment of forks, airdrops, and token swaps. Includes reconciliation of exchange reports with actual transaction history. Suitable for taxpayers with moderate to complex crypto activity.
DeFi & Protocol Accounting
Specialized tracking and accounting for decentralized finance activities including liquidity provision, yield farming, lending, and borrowing across various protocols. We reconstruct transaction histories from on-chain data, classify economic events, and prepare records suitable for tax reporting and financial statements. Designed for participants in DeFi ecosystems who need professional-grade records of complex protocol interactions.
Choosing the Right Service
A quick reference to help identify which engagement type fits your situation. Many clients use a combination over time.
| Your Situation | Portfolio Tracking | Tax Compliance | DeFi Accounting |
|---|---|---|---|
| Active trading across multiple exchanges | if DeFi involved | ||
| One-time tax filing with crypto history | optional | if needed | |
| Active DeFi: liquidity pools, yield farming | |||
| Business with digital asset holdings | if DeFi involved | ||
| Reconstructing historical records for audit | retroactive |
Not sure which applies? Describe your situation in the contact form and we'll outline the most appropriate scope.
What Every Engagement Includes
On-Chain Data Sourcing
All transaction data sourced directly from blockchain nodes and verified APIs — not exchange CSV exports used as the primary input.
Documented Classification
Every classification decision recorded with sourcing references and rationale — not just a number, but the trail that justifies it.
CPA-Reviewed Output
Final reports reviewed by licensed accounting professionals before delivery. All deliverables structured to withstand formal audit review.
How to Get Started
A straightforward path from initial contact to active engagement.
Send a Note
Use the contact form on the home page. Describe your portfolio situation, the platforms and wallets involved, and what you're trying to accomplish. The more context, the better.
Scope Review
We review your situation and respond within one business day — outlining the relevant service, what the engagement would involve, and any questions we have before starting.
Engagement Setup
Once scope is agreed, we handle data access setup — wallet address collection, exchange API access, and anything else needed to begin sourcing data accurately.
Records Delivered
Work begins, and deliverables are provided according to the engagement type — monthly for retainer clients, on completion for project-based engagements. Each with a review session.
Not Sure Which Service Fits?
Send us a description of your portfolio and we'll recommend the most appropriate approach — or suggest a combination if your situation spans multiple service areas. No pressure, just a clear answer about what would actually help.