Crypto tax engagements scale with complexity. Schedule an intake — we’ll quote you accurately.
Chainblock does not publish per-filing dollar amounts because a number without context is meaningless for crypto tax work. A client with 500 transactions and 3 wallets has a fundamentally different scope from a client with 500 transactions and 20 wallets, DeFi activity, and two years of prior cleanup. We quote after a 30-minute intake call where we understand your actual situation.
Schedule a 30-minute intake →Four tiers. Every one includes a real CPA and chain-level reconciliation.
Foundation
For single-exchange filers with straightforward activity: buy, hold, and sell on one or two platforms, minimal wallet movement, no DeFi.
- Annual Form 1040 with Schedule D
- Form 8949 at individual transaction level
- 1099-DA reconciliation and Code B review
- Single-exchange HIFO / FIFO / LIFO optimization
- Basic cost basis methodology documentation
- Email support for questions during the engagement
Who it’s for: Coinbase, Kraken, or Gemini users who hold and occasionally sell. Annual tax filers with clean records and one or two wallets.
Schedule intake →Active Trader
For multi-exchange filers with 1,000+ transactions per year, multiple wallets, and some DeFi exposure. This is the most common Chainblock engagement.
- Everything in Foundation
- Multi-exchange and multi-wallet reconciliation
- Wallet-by-wallet Rev. Proc. 2024-28 election and documentation
- Staking, yield, and reward income reconciliation
- Quarterly estimated payment planning (Q2 and Q3)
- Year-round loss harvesting review
- Trader tax status (TTS) analysis
- Priority response from Saim directly
Who it’s for: Active spot traders using 3+ exchanges, holders with self-custody wallets, clients with staking or basic DeFi income.
Schedule intake →DeFi / NFT
For clients with complex DeFi activity: LP positions, yield farming, multi-protocol staking, NFT sales, and cross-chain bridging. Built for the situations most CPAs decline to take.
- Everything in Active Trader
- Liquidity pool entry / exit accounting and LP token basis
- Yield farming and protocol reward income reconciliation
- NFT character analysis (capital vs. ordinary, collectible rate)
- ERC-721 and ERC-1155 lot-level basis tracking
- Cross-chain bridge and wrap / unwrap event classification
- Written methodology memos for non-obvious positions
- Audit-defense documentation package retained
Who it’s for: Uniswap and Curve LPs, Aave and Compound borrowers, NFT artists and collectors, multi-chain DeFi users.
Schedule intake →Founder / Treasury
For crypto-native businesses, startup founders, and DAOs with entity-level compliance requirements: token issuance, treasury accounting, multi-entity consolidation, and K-1 preparation.
- Everything in DeFi / NFT
- Entity selection and structuring analysis (LLC / S-corp / C-corp / DAO)
- Partnership return (Form 1065) or S-corp return (Form 1120-S)
- K-1 preparation with digital asset line items for all partners / shareholders
- Token issuance tax treatment and basis establishment
- Treasury crypto accounting: mark-to-market or historical cost
- Multi-entity inter-company transaction documentation
- Ongoing quarterly bookkeeping and financial statements
Who it’s for: Web3 founders, crypto LLCs and S-corps, mining and staking businesses, DAOs with treasury activity.
Schedule intake →Pricing and engagement FAQ.
Because a flat price for “crypto tax” is not honest. A single-exchange filer with 200 transactions and clean records is a two-hour engagement. A DeFi user with 15,000 transactions across 40 wallets, three years of prior cleanup needed, and a CP2000 response in flight is a 40-hour engagement. Quoting both at the same price would mean one client is getting dramatically underserved and one is being dramatically overcharged. We quote after we understand your actual situation.
The 30-minute intake is a structured conversation with Saim or a senior team member. We ask about your wallet setup (how many wallets, which exchanges), your transaction volume (approximate annual count), your DeFi and NFT activity, whether you have prior years that need cleanup, and whether you have received any IRS correspondence. At the end of the call, we give you a scope and a fixed-fee quote. There is no obligation.
Ideally: a list of exchanges and wallets, an approximate transaction count for the tax year(s) you need covered, a description of your DeFi activity (if any), and any IRS letters you have received. You do not need to export anything or prepare any documents before the intake call — we will tell you what to gather after we scope the engagement.
Foundation and Active Trader engagements typically take two to four weeks from document receipt to a filed return, depending on data completeness and the volume of 1099-DA reconciliation required. DeFi/NFT and Founder/Treasury engagements take four to eight weeks. We set an explicit timeline and milestone schedule at the start of every engagement. If you are up against a deadline, tell us at intake and we will structure accordingly.
Yes. Saim is licensed as a CPA in Texas, which under the AICPA mobility rules permits practice in all 50 states for most engagement types. We have active clients in California, New York, Florida, Washington, and across the country. The engagement is entirely remote — document exchange is handled through our secure client portal, and meetings are by video call.
Contact us immediately. IRS examination timelines move fast, and the window for making a strong first response is often short. We have taken on clients mid-examination and mid-CP2000-response with good outcomes. The earlier you bring us in, the more options you have. If you have a pending IRS deadline, say so at intake and we will prioritize.
The fastest way to know what your situation costs is to tell us about it.
30 minutes. No obligation. A clear scope and quote by the end of the call.
Schedule a 30-minute intake →