Tax Sentinel™. Your complete crypto tax defense system.
Tax Sentinel™ is one comprehensive defense system with an optional upgrade for investors whose situations demand personalized, directed guidance. The core system covers everything. The VIP Program adds Rafael in your corner.
Official Launch Date: June 15, 2026
Enroll now and receive a 20% discount with code Early Bird
Tax Sentinel™
Your Sentinel stands guard over every transaction, every position, every dollar. Twelve modules built on the Four Pillars give you the classification discipline, the data integrity framework, the planning strategies, and the audit defense documentation that holds up under examiner review.
- 12 pre-recorded video modules with study aids
- Live weekly office hours (1 hr/wk live Q&A) for 3 months
- CPA-Ready Silver Platter Package
- Defense Memo template
- 30-Part Year-End Checklist
- AI Tax Research Assistant (bonus)
- WhatsApp community
30-day satisfaction guarantee: Complete the first four modules. If you do not believe this program will protect your portfolio, we will refund your investment in full.
Tax Sentinel™ VIP Program
For investors with complex, multi-exchange, or DeFi-heavy portfolios who need more than self-study. The VIP Program adds personalized, directed support: live mastermind sessions with a small cohort, a one-on-one consultation with Rafael, and hands-on feedback on your Defense Memo.
- Everything in Tax Sentinel™ core system
- Five live group mastermind sessions (max 8 people)
- One-on-one consultation with Rafael
- Personalized Defense Memo feedback
- COMPASS 365 Tax App (beta access)
COMPASS 365 Tax App — A proprietary application created by Rafael, designed to ingest your 1099-DA data and flag potential gaps in your records. It spots what manual review misses and gives you confidence that nothing falls through the cracks. Currently available in beta exclusively for VIP Program members.
Twelve modules across four phases.
Each phase corresponds to one of the Four Pillars. Together, they take you from foundational classification through audit-ready response.
Foundation
Welcome and the 1099-DA New Reality
How 1099-DA, AI enforcement, and real-time tracking reshape every transaction.
How IRS AI Flags Your Data
Understanding the automated matching system and what triggers scrutiny.
Strategic Classification
When crypto is property, when it is income, and why that distinction governs everything.
Data Mastery
Gathering Raw Data
How to organize wallets and exchanges so your data tells one coherent story.
Understanding CSVs
Reading exchange exports, identifying gaps, and building your source-of-truth records.
The Ghost Basis Fix
Systematic reconstruction of missing cost basis with supporting documentation.
DeFi, Staking, and Cross-Chain
Untangle yield farming, liquidity pools, and cross-chain activity into reportable events.
Reconciliation
Building one clean master file that matches every wallet, exchange, and protocol.
Optimization
Tax Lot Selection
FIFO, HIFO, Specific ID — and the documentation each method demands.
Loss Harvesting
Use the current absence of a crypto wash-sale rule lawfully and systematically.
The Silver Platter Package
Hand your CPA a complete, reconciled file with cover memo and supporting schedules.
Defense and Audit Readiness
Defense Memo and Audit File
Build a written narrative that explains every position before you ever file.
Self-Study vs. VIP Program.
| Feature | Tax Sentinel™ ($997) | VIP Program ($1,997) |
|---|---|---|
| 12 Pre-Recorded Video Modules with Study Aids | ||
| Live Weekly Office Hours (1 hr/wk Q&A) for 3 Months | ||
| CPA-Ready Silver Platter Package | ||
| Defense Memo Template | ||
| 30-Part Year-End Checklist | ||
| AI Tax Research Assistant (Bonus) | ||
| WhatsApp Community | ||
| Five Live Mastermind Sessions (Max 8 People) | ||
| One-on-One Consultation With Rafael | ||
| Personalized Defense Memo Feedback | ||
| COMPASS 365 Tax App (Beta) |