Tax software is a calculator. We teach you the discipline.
Aggregators import transactions. They cannot plan. They cannot defend a position. They cannot answer a CP2000 notice. The discipline of clean data and audit-ready documentation is a human discipline. We teach it.
Tax software vs. Crypto Tax Authority.
| Capability | Crypto Tax Software | Crypto Tax Authority |
|---|---|---|
| Imports transactions from major exchanges | ||
| Reconciles wallet-to-wallet transfers correctly | Limited | |
| Identifies and resolves Ghost Basis | ||
| Builds a Defense Memo for each position | ||
| Teaches the Four Pillars framework | ||
| Educates clients on staking and dominion standard | ||
| Prepares investor for CPA collaboration | ||
| Live access to a retired tax attorney (VIP Program) | ||
| Lifetime updates as IRS guidance evolves | Subscription | |
| Replaces your CPA or tax attorney |
We do not replace your CPA or tax attorney. We teach you the framework that lets the professionals you already trust do their best work.
Calculation, planning, and defense are three different things.
Calculation is what software does. It imports a transaction file and produces a number. If the inputs are clean, the number is roughly correct. If the inputs are dirty, the number is roughly wrong.
Planning is a human discipline. It happens during the year, before transactions are made. It looks at character, holding period, lot selection, and the consequences of each move.
Defense is what happens when the IRS asks a question. It requires a written record that explains the position taken. Software does not write that record. We teach you how.