Tax Sentinel™ Crypto Tax Protection System
Clean data is not just good accounting.
It is financial self-defense.
12 Self-Paced Modules | Live Weekly Open Hours | Rafael Stuchiner | Retired NYC Tax Attorney | NYU LL.M. (Taxation)
$997 one-time · Enroll today · Members' portal opens November 15, 2026
The IRS already has your exchange data. The 1099-DA era is here. Your window to get clean is now.
The IRS Changed the Game. Most Investors Don't Know It Yet.
For years, crypto was largely self-reported. The IRS had little to check your numbers against. That era is over.
Starting with 2025 sales, Form 1099-DA requires exchanges and other brokers to send your sale data directly to the IRS — before you file. Computers compare it to your return. Mismatches trigger notices.
If your data is messy, incomplete, or missing cost basis, the IRS can propose a tax bill as if you paid nothing for your crypto. Then it's on you to prove otherwise.
- !Brokers report your sale proceeds directly to the IRS before you file
- !Missing cost basis can be treated as zero — turning real investments into 100% taxable gains
- !The IRS uses blockchain analytics firms to trace wallets, DeFi activity, and cross-chain moves
- !CP2000 notices come from automated matching — the letter arrives before anyone hears your side
- !Investors who do nothing are the most exposed — ignorance is not a defense strategy
if you can't prove otherwise
Every dollar you invested disappears. Every dollar of proceeds becomes taxable gain.
IRS scrutiny to your return
Mismatched proceeds. Missing 8949. Unreported staking. Year-over-year swings. Inconsistent data.
This Is Not a Tax Course. It Is a Protection System.
Most crypto tax content teaches you what to report. This program teaches you how to make your data bulletproof — so no matter what the IRS sees, you are ready to defend every number.
Across 12 focused modules, you will build a complete CPA-ready package: one Master File of every transaction, reconstructed cost basis, reconciled records, smart tax lot choices, and a written Defense Memo that holds up under real scrutiny.
You will leave with a system — not just knowledge. A file you control. Documentation that protects you. And every week for three months, you can bring your questions to Rafael live.
12 Modules. Three Phases. One Audit-Ready File.
Each module is about 30 minutes — built for serious investors who want depth without noise. Every module is recorded and available in your private portal (opening November 15, 2026), on demand, at your pace. Each includes a core lesson, worksheet, action checklist, and flashcard set.
The Big Picture: What 1099-DA Changed Forever
The IRS now receives your data before you file. Learn why the old "wait and see" approach is gone — and what serious investors must do differently starting now.
The IRS Enforcement Machine: What Triggers a Flag
Automated matching reviews your return first, not a person. See what patterns generate notices — and how clean data becomes your first line of defense.
Strategic Classification: Trades vs. Income vs. Transfers
Not every crypto movement is a taxable event. Master the three-bucket framework that sorts every transaction correctly before you touch a spreadsheet.
Building Your Data Foundation
Inventory every exchange, wallet and protocol. Pull complete histories, learn what every CSV column means, and bring it all into one Master File.
Tax Software Tools: Choosing and Using Them Right
Crypto tax software helps — but only if you feed it clean data and check what it gives back. Learn how to choose a tool and catch the mistakes it makes.
Ghost Basis: Finding & Fixing Missing Cost Basis
Ghost Basis is a leading cause of inflated tax bills. Find it, rebuild it step by step, and document every reconstruction so it holds up under scrutiny.
DeFi, Staking & the Messy Stuff
Swaps, pools, staking, airdrops, NFTs and bridges. Get a clear method for the transactions most tools get wrong — and write down your approach where the rules are still unsettled.
Reconciliation: Making All Your Sources Tell One Story
Match every 1099-DA, wallet transfer and DeFi record to your Master File. Every difference found — and every difference explained.
Tax Lot Selection: FIFO vs. HIFO vs. Specific ID
The method you choose to match your lots can legally change your tax bill by thousands. Learn each method and how to choose the right one for your situation.
Loss Harvesting & Year-End Moves Before the Clock Runs Out
Crypto tax strategy is not just an April activity. Master the legal moves that reduce what you owe — before December 31 closes the window.
Building Your CPA-Ready Silver Platter Package
A good CPA can only work with what you give them. Package your clean data professionally so your CPA can file accurately — and you cut costly back-and-forth.
Your Defense Memo & Audit-Ready Documentation
Be ready before any letter arrives. Build the documentation system that makes you the most prepared person in any audit room.
Your questions.
One hour a week.
Live with me.
A course teaches you the system. Open Hours makes sure you finish it. Bring your real situation — your exchanges, your wallets, the transaction that's been driving you crazy — and get answers, not guesses.
You'll also learn from other serious investors working through their own files, week after week.
- WhenEvery Tuesday, 1:00 PM Pacific
- How oftenOne live hour, every week
- How long3 months — starting on your purchase date or November 15, 2026, whichever is later
- What to bringYour questions, your stuck spots, your file in progress
- Who leads itRafael Stuchiner, personally
Every Module Comes With Everything You Need to Take Action.
This is not a lecture series. Each module is a complete work session — with teaching, worksheets, and templates to build your protection file piece by piece. All content lives in your private members' portal, which opens November 15, 2026.
12 Recorded Lessons
Deep, focused teaching available on demand in your private portal, which opens November 15, 2026. Watch at your pace. Revisit any module anytime. No expiration.
Worksheet & Action Checklist
Each module ends with a concrete action checklist. You leave every session knowing exactly what to do next.
Flashcard Set
Key terms, IRS rules, and critical concepts — packaged so you can drill and lock in the knowledge that matters most.
CPA-Ready Silver Platter Package
The complete deliverable you hand your CPA — Master File, reconciliation summary, Ghost Basis log, and cover memo.
Written Defense Memo
A prepared document explaining your methods and decisions — ready before any IRS notice arrives, not after.
30-Part Year-End Checklist
Every critical step before December 31 — organized, sequenced, and ready to execute so nothing falls through the cracks.
Work faster with the AI tools you already use. No special app to learn. Throughout the lessons, Rafael shows you how to use everyday AI assistants like ChatGPT or Claude to decode CSVs, write spreadsheet formulas, sort transactions, and draft your memos — plus the safety rules that keep your data private and your numbers right.
Taught by Someone Who Has Sat on Both Sides.
Rafael Stuchiner spent over a decade as a New York City tax attorney — advising clients through IRS examinations, reconstructing cost basis under audit pressure, and building the documentation strategies that actually work when scrutiny arrives.
He is also a crypto investor who has lived through the exact data challenges this program teaches you to solve: missing cost basis, DeFi transaction chaos, cross-chain reconciliation nightmares, and the worry of not knowing whether your records would hold up.
That combination — attorney-level rigor and investor-level experience — is what makes this program different. And through weekly Open Hours, you get direct access to him.
- Over a decade of NYC tax law practice with IRS controversy experience
- NYU School of Law, LL.M. in Taxation
- Active crypto investor across spot, DeFi, and staking positions
- Founder, Crypto Tax Authority
One Program. One Price. Enroll Today.
You can enroll now. Your private members' portal, with all 12 modules and every course material, opens November 15, 2026. Your three months of live Open Hours start on your purchase date or November 15, whichever is later.
One-time payment · Enroll today · Portal opens November 15, 2026
- 3 months of live Open Hours with Rafael (1 hr/week)Most Valued
- 12 recorded video modules — lifetime access
- Private members' portal
- 12 module worksheets & action checklists
- 12 flashcard sets (60+ key concepts)
- Master File spreadsheet template
- Ghost Basis reconstruction log & templates
- Reconciliation template
- CPA-Ready Silver Platter Package framework
- Defense Memo template & audit file system
- 30-Part Year-End Checklist
- Step-by-step AI prompts for the tools you already use
- WhatsApp community group
30-day satisfaction guarantee. Complete the first four modules within 30 days of your purchase date or November 15, 2026, whichever is later. If you don't believe this program will protect your portfolio, we will refund your investment in full.
Before You Enroll
Who is this program for?
Crypto investors with portfolios of $250,000 or more who have activity across multiple exchanges, wallets, or DeFi protocols. If your tax situation involves more than simple buy-and-sell on a single exchange, this program was built for you.
Does this replace my CPA?
No — and it's not designed to. Tax Sentinel™ teaches you how to organize, reconcile, and clean your own data so you arrive at your CPA with a professional-grade package. Your CPA files. You show up prepared. Everyone wins.
How is the content delivered?
All 12 modules are pre-recorded and open in your private members' portal on November 15, 2026, along with every worksheet, template and checklist. You can enroll now. If you enroll after November 15, you get access right away. You study at your own pace and revisit any module anytime. Enrollment is open year-round — there's no cohort to wait for.
What are Open Hours?
Every Tuesday at 1:00 PM Pacific, Rafael holds a live one-hour session where enrolled students ask questions, work through specific challenges, and get clarity on their documentation. Your three months of Open Hours begin on your purchase date or November 15, 2026, whichever is later. Sessions are informal — come with your questions. You can attend as many as you like.
Do I need special software or an app?
No. You'll use a spreadsheet, your exchange downloads, and — if you like — the crypto tax software and everyday AI assistants you may already have, like ChatGPT or Claude. The lessons show you how to use AI to save hours, and the rules for using it safely: never share private keys or account numbers, and always check its numbers. AI is a helper, not a tax advisor.
What if I've already filed past returns with messy data?
Still relevant. The Ghost Basis reconstruction methods and Defense Memo system apply to prior years as well as the current one. You can use this program to clean up prior-year records before an audit notice arrives — or to prepare your answer if one already has.
What is the 1099-DA and why does it matter?
Form 1099-DA is the IRS form that requires crypto exchanges and other brokers to report your sales directly to the IRS, starting with 2025 transactions. The IRS then compares that data against your return. Differences can generate notices — and the burden of proof falls on you.
The IRS has your data.
The only question is whether you're ready.
Every year you wait is another year of exposure. Tax Sentinel™ gives you the system, the templates, and a live hour with Rafael every week to make sure you finish.
Crypto Tax Authority · cryptotaxauthority.com · rafael@cryptotaxauthority.com · 503-866-1903
This program is for educational purposes only. It does not constitute legal or tax advice. Consult a qualified tax professional for advice specific to your situation. Rafael Stuchiner is a retired attorney and does not provide legal representation through this program.