Limited campaign · 200 free analyses available this quarter

A Professional
Crypto Portfolio
Analysis $0 · FREE

Book a complimentary 1-on-1 with a Senior Crypto Tax Professional. We'll review your wallets, exchanges, and on-chain activity, then walk you through the gaps, savings, and reporting risks hiding in your portfolio — at no cost.

See what's included
No credit card required View-only wallet access 30-min session

What's Included

Everything you get — at no cost

A focused, 30-minute review designed to surface the issues that matter most for your crypto taxes.

Portfolio Gap Report

We identify missing cost basis, unreconciled transfers, and transactions that tax software often mislabels.

Savings Opportunities

Spot potential wash-sale considerations, loss harvesting, and reporting choices that can lower your tax bill.

Risk Assessment

Understand where your current reporting may trigger IRS questions and how to fix it before filing.

Let's analyze your portfolio

Answer a few quick questions so we can prepare your consultation.

How long have you been in crypto?
Less than 1 year
1–3 years
3–5 years
5+ years
What exchanges have you used?

Select all that apply

Coinbase
Binance
Kraken
Gemini
Crypto.com
KuCoin
Other
What external wallets have you used, if any?

Select all that apply

MetaMask
Phantom
Ledger
Trezor
Trust Wallet
Rabby
None / Only use exchanges
Do you primarily trade on centralized or decentralized platforms?
Centralized exchanges (Coinbase, Binance, etc.)
Decentralized platforms (Uniswap, dYdX, etc.)
A mix of both
What is your estimated capital gains you wish to file for?
Under $10,000
$10,000 – $50,000
$50,000 – $100,000
$100,000 – $500,000
$500,000+
Not sure
Have you participated in any DeFi activity?

Select all that apply

Staking
Lending / Borrowing
Liquidity Pools
NFTs
Yield Farming
Airdrops
None of the above
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