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UNITED STATES · SPECIALIST WORKPAPER CAPACITY FOR CPA & EA FIRMS

Turn 1099-DA, broker and wallet records into workpapers your firm can review.

For appointing CPA and EA firms, we organise client records, reconcile differences, list exceptions and build evidence indexes. Facts, tax treatment, method selection, review and filing remain with your firm.

Discuss a scoped firm pilot60 秒資料準備檢查 →60-second readiness check →

Not tax filing. Production work taken off your team.

After the existing software and broker statements, someone still has to reconcile sources, trace information gaps and put unresolved items in front of the professional who will decide them.

01 · RECONCILIATION

Source and difference reconciliation

Compare 1099-DA, broker records, exchange exports, wallet activity and existing-software output; list differences that do not reconcile.

02 · HISTORY

Transfer and history gaps

Separate candidate internal transfers, known acquisition sources and missing date or cost records so unconfirmed information is not silently carried into an output.

03 · REVIEW PACK

A review-ready exception pack

Receive difference schedules, open items and source-row or transaction-hash indexes; your firm decides what to ask the client and what requires professional judgement.

Check the records first. Scope the pilot second.

We work through professional firms only. We first use de-identified or controlled records to understand sources, period and exception volume, then agree the delivery scope.

Have a US crypto engagement your software has not finished?

We start with the record structure and your firm's review requirements. We do not offer DIY individual tax filing.

Discuss a pilot scope