DEFI USERS
Clear reporting for decentralized finance activity across wallets, protocols, and platforms.
Make Sense of Complex DeFi Activity
If you use DeFi platforms, your activity often goes beyond simple trades. Swaps, liquidity pools, lending, borrowing, rewards, and protocol interactions can create hundreds or even thousands of transactions.
DeFi activity is often spread across multiple wallets and protocols, which makes reporting difficult without proper review. When records are incomplete or misclassified, it can lead to filing errors or missing income.
KEEP YOUR DEFI ACTIVITY ORGANIZED AND REPORTED CORRECTLY
Accurate tracking of DeFi transactions
Swaps, liquidity pool activity, lending, and rewards are reviewed and categorized correctly.
Organize and reconcile activity based on the records you provide
Activity across multiple wallets and DeFi platforms is organized to avoid missing or duplicated transactions.
Support for IRS crypto reporting
Clean records help reduce the likelihood of IRS mismatches, but crypto reporting depends on the accuracy of client-supplied data
Keep Your DeFi Records Organized in 4 Steps
Start With A Quick Review
Review the DeFi platforms used, wallet activity, and types of transactions involved.
Share Records
Provide wallet history and DeFi transaction data through the secure client portal.
Review DeFi Activity
Transactions are reviewed to ensure income, gains, and transfers are recorded correctly.
Reporting and Support
Clear records are maintained to support tax filing and future DeFi activity.
Experience You Can Rely On
Work with a CPA who regularly handles complex digital asset activity. Experience includes trading across multiple exchanges, DeFi participation, NFTs, staking, mining, and other evolving use cases. The focus is on understanding how activity actually works so reporting is accurate, compliant, and defensible.