A peer-to-peer partnership for the professionals serving crypto clients.
Crypto Tax Authority partners with CPAs, EAs, and tax attorneys as colleagues. We do not prepare returns. We educate your clients so they arrive in February with clean records and no data problems to solve. Win-win.
We do not compete with your firm. We strengthen it.
Colleagues, Not Competitors
We never prepare returns or render tax opinions. The professional relationship between you and your client remains untouched.
Better-Prepared Clients
Clients arrive with reconciled wallets, defense memos, and clear classification of every transaction category.
A Shared Vocabulary
The Four Pillars give you and your client a common language for crypto compliance and audit readiness.
Audit-Defensible Records
Every Tax Sentinel™ client is taught to produce documentation that holds up under examiner review.
Curriculum You Can Vet
Complimentary access for partner CPAs to evaluate every module before referring a single client.
Referral Reciprocity
When clients ask us for a CPA, we refer them to partners whose practice we have evaluated.
What your crypto clients are bringing you — and what we fix before they arrive.
These are the five most common issues Rafael sees in his practice — and the same ones CPAs encounter every filing season. Our Tax Sentinel™ program teaches clients to resolve each one before they reach your desk.
Ghost Basis — Missing Cost Basis
Coins acquired before exchanges tracked cost basis have no record. Pre-2018 purchases, hardware wallet transfers, and peer-to-peer transactions are common sources. When undocumented, the IRS defaults to zero — every dollar of proceeds becomes taxable gain.
Multi-Exchange Fragmentation
Most serious investors use 3 to 6 exchanges plus multiple wallets. Each issues its own 1099-DA with no cross-platform reconciliation. Transfers between exchanges are often miscategorized as sales, creating phantom taxable events.
DeFi and Staking — No Standardized Reporting
Decentralized protocol activity is not consistently reported. Tax software frequently misclassifies transfers as trades, misses income events, and double-counts. The IRS still expects correct reporting even when the protocol provides no 1099.
Tax Lot Method Inconsistency
FIFO, HIFO, and Specific ID produce dramatically different outcomes on the same portfolio. Many clients use different methods year to year without documentation. The IRS can challenge inconsistent lot selection, particularly when it appears to minimize taxes.
No Defense Documentation
Most investors have no written record of their methodology, decisions, or data sources. When an IRS notice arrives, they cannot explain how they arrived at the numbers on their return. The burden of proof is on the taxpayer.
The outcome for your firm.
Your client arrives with a reconciled transaction ledger, a documented cost basis log, a written explanation of their methodology, and a clear summary of what they hold and what they sold. You file. No forensic reconstruction. No billable time chasing missing records.
Reach out and let's talk.
We offer a complimentary 30-minute briefing for you and your entire firm. Rafael will walk your team through the current IRS enforcement landscape, the Four Pillars framework, and how Tax Sentinel™ prepares clients before they reach your desk.
Submit the form and we will follow up within two business days to schedule your briefing.