HIGH VOLUME CRYPTO TRADERS
Clear, organized reporting for frequent crypto trading activity across multiple platforms.
Stay Ahead of High Volume Crypto Reporting
If you trade crypto often, your activity is already being tracked at the exchange level. Major exchanges and brokers may furnish IRS information returns (e.g., Form 1099-DA) and other tax reporting statements. That makes matching your return to third-party reporting more important, especially with high trade volume.
High trade volume increases the chance of missing cost basis, misclassified transfers, or incomplete records if everything is not reviewed carefully.
MAKE SURE YOUR HIGH VOLUME TRADING IS REPORTED CORRECTLY
Reporting that matches exchange data
Your trading history is reviewed to align with what exchanges like Coinbase report to the IRS.
Cost basis is reviewed and reconciled based on records you provide
High trade volume is reviewed to prevent missing or incorrect cost basis tied to buys, sells, and conversions.
Reduce the chance of mismatches that often trigger IRS notices
Clean, consistent reporting helps prevent mismatches that often affect active traders.
Keep Your Trading Records Organized in 4 Steps
- Step 1
Start With A Quick Review
Review your trading volume, exchanges used, and reporting history to identify gaps or risk areas.
- Step 2
Share Access
Provide trading data, wallet activity, and exchange records through the secure client portal.
- Step 3
Reconcile Volume Activity
Trades are categorized and reviewed to ensure they match platform level reporting.
- Step 4
Reporting and Support
Clean records are maintained to support filing, future reporting, and ongoing compliance.