Crypto Tax Advisors
Welcome To
Our Journey
Founded in 2018: Crypto Tax Advisors (CTA) was established by Sharon Yip, CPA in early 2018 as a solo practice specializing in cryptocurrency tax and accounting services. With a passion for helping crypto investors navigate the complex tax landscape, Sharon built a firm renowned for its expertise and personalized approach.
Evolution to Chainwise CPA: In October 2020, Sharon co-founded Polygon Advisory Group, now known as Chainwise CPA. As of now, CTA functions as a holding company owning an interest in Chainwise CPA. While we no longer provide direct client services under CTA, our mission to deliver exceptional crypto tax solutions continues through Chainwise CPA.
Our Services
How We Can Help
About Chainwise CPA
Chainwise CPA is a CPA firm dedicated to providing comprehensive crypto tax and accounting services for both individuals and businesses. Our team of experts understands the unique challenges faced by crypto investors and businesses, offering tailored solutions to ensure compliance and optimize tax outcomes.
Services Offered by Chainwise CPA:
Crypto Account Reconciliation: Ensure the accuracy and completeness of your cryptocurrency transactions with our comprehensive reconciliation service tailored to meet the unique needs of crypto investors and web 3 businesses.
Tax Preparation and Planning: Specialized tax preparation and strategic planning to minimize tax liabilities.
Crypto Accounting Services: Accurate and compliant accounting services for crypto businesses.
Consulting Services: Expert advice on crypto transactions, tax implications, and regulatory compliance.
IRS and State Representation: Professional representation in resolving crypto tax issues with the IRS and state tax authorities.
For more details on our services, please visit Chainwise CPA.
If you are interested in using our services, please schedule a free initial inquiry call by using the following link:
Initial inquiry call for individual clients
Initial inquiry call for business clients
Crypto Tax Consultation Services
Personalized Crypto Tax Advice: Although CTA no longer handles direct client services, we offer paid consultation calls for personalized crypto tax advice. Whether you're dealing with complex transactions, need compliance guidance, or want to optimize your tax strategy, our consultations provide the expertise you need.
Consultation Process:
Schedule a Call: Use the scheduling button on this website or the link below to book a convenient time for your consultation. Remember to provide a brief description about your situation and list the questions you want to ask for advice about.
Make a payment: Use the link provided on our Calendly page to pay the consultation fee.
Discuss Your Needs: Share your specific questions and concerns during the call.
Receive Expert Guidance: Get actionable advice tailored to your unique situation.
Book Your Consultation Today: Ensure your crypto investments are tax-efficient and compliant. Click here to schedule your consultation.
Meet Our Founder
Sharon Yip, CPA
Sharon Yip is a CPA and a Certified Cryptocurrency Expert. She received her Master of Science degree in Accounting - Tax Consulting from University of Virginia.
Sharon is a renowned expert in cryptocurrency tax and accounting with over 20 years of experience in public accounting and corporate tax. She became a crypto investor in 2017 and founded Crypto Tax Advisors (CTA) in 2018 to address the unique tax challenges faced by crypto investors. Sharon's deep understanding of crypto regulations and tax laws has made her a sought-after speaker and educator in the field.
Career Highlights:
Public Accounting: Over 13 years of extensive experience with national accounting and Big 4 firms, providing tax consulting and compliance services.
Corporate Tax: Managed tax departments for large multinational corporations.
Crypto Expertise: Specializes in crypto tax compliance, planning, and advisory services since 2018.
In 2020, Sharon co-founded Polygon Advisory Group, LLC, DBA Chainwise CPA, where she continues to lead a team of dedicated professionals in delivering top-tier crypto tax services. Her commitment to client success and personalized approach ensures that each client receives tailored solutions for their specific needs.
Education and Credentials:
Certified Public Accountant (CPA)
Master of Science in Accounting - Tax Consulting (MST)
Certified Cryptocurrency Expert
CPE Instructor
Sharon is passionate about educating the crypto community and fellow tax professionals, having published numerous articles and conducted online courses on crypto tax topics. Her expertise and dedication have earned her a reputation as a trusted advisor in the crypto industry.
What Our Clients Are Saying
“Sharon and her team provide quality services and are extremely knowledgeable. I would recommend them to anyone involved in crypto. They gave me peace of mind for a reasonable price. They are transparent and make it easy to document your trade history. These guys will save you money in the long run.”
— Jordan
“Don't stress over your crypto taxes, get expert advice from an expert that helpful and caring. I highly recommend Sharon, she even followed up with me! how often does that happen in this internet age? Get your consultation today to calm your mind.”
— Holly
“Sharon was awesome! Very professional and attentive to my particular situation. My cost was clearly explained before I was asked to make any financial commitment for her services. No games. She's my new go-to for everything crypto tax related.”
— Kirk
“I had a large amount of crypto currency transactions in 2018 and was very worried about the tax reporting. Sharon worked with me. I found her very professional. She also charged me a very reasonable amount.”
— Muhammad
“Tax year 2019 was my first time having to declare my Cryptocurrency trading and it was a total mess. Thankfully, I found good reviews on Crypto Tax advisors and Sharon was a godsend. She was very knowledgeable and helped me figure out and reconcile over 2000 trades with a whopping missing 400 transaction until none were missing. Everything was well done and I was able to file my taxes properly. I am very impressed and thankful and will definitely use them again next year!”
— Lionel
“Crypto Tax Advisors was an extremely valuable resource for me to report my crypto gains and losses on my tax return last year. Sharon is very knowledgeable about the current tax laws regarding reporting cryptos, as well as, the other required filings for foreign exchanges. I enjoyed working with Sharon and will do so again this year. She gives me 100% confidence that my tax reports are accurate. Highly recommended!”
— Mike
Crypto Tax Videos
Your Crypto Tax Questions Answered for Investors by CPA Sharon Yip, Part 1
Your Crypto Tax Questions Answered for Investors by CPA Sharon Yip, Part 2
NFTs and Taxes: What You Need to Know
Crypto Tax Information
