Crypto Tax Advisors

Welcome To

Crypto Tax Reports Are Wrong More Often Than People Realize.

We help investors and businesses identify errors, fix inaccurate reporting, and implement defensible crypto tax strategies, before they become IRS problems.

Book a Strategy Call

Work With Our CPA Firm

Trusted by crypto investors and businesses dealing with complex transactions, reconciliation issues, and evolving tax rules.

As Seen In

Problems We Solve

We specialize in helping client solve issues like:

Missing or incomplete transaction history
Incorrect cost basis from software
Misclassified transactions (airdrops, rewards, bridges)
Wallet balances that don’t reconcile
1099-DA mismatches

We make sure your numbers all tie out so that your tax return is defensible and you can sleep better at night.

Our Process

How We Work Together

Two Ways to Work with Us

1. Strategy & Advisory (Crypto Tax Advisors)

For investors who want clarity, second opinions, or planning guidance.

1:1 consultation call with Sharon Yip, CPA
Review your current crypto tax situation
Identify potential errors or risks
Answer your key questions
Provide clear next steps

👉 Book a Strategy Call (strategy session starts at $215)

Strategy sessions are focused on planning and guidance. For full implementation, we'll connect you with our CPA firm.

2. Full-Service Implementation (Chainwise CPA)

For clients who want everything handled end-to-end.

Crypto transaction reconciliation
Tax preparation and reporting
Ongoing advisory and support

Our CPA firm (Chainwise CPA) handles full-service implementation.

👉 Work with Our CPA Firm

In a nutshell:

Crypto Tax Advisors provides strategy and education.
All crypto account reconciliation, tax preparation and implementation services are performed by our CPA firm, Chainwise CPA.

Meet Our Founder

Sharon Yip, CPA

Sharon Yip, CPA, knows what crypto tax errors cost investors — because she's been a crypto investor herself since 2017. That firsthand experience, combined with over 20 years in public accounting including a Big 4 firm, is what makes her perspective rare: she understands the technology and the tax law.

Sharon founded Crypto Tax Advisors in 2018 after seeing how poorly equipped most CPAs were to handle the complexity of digital asset reporting. Since then, she has helped hundreds of investors untangle transaction histories, fix costly reporting errors, and build crypto tax strategies they can actually defend to the IRS.

Her expertise has been recognized in Bloomberg Tax, Forbes, and CoinDesk. She holds a Master of Science in Accounting — Tax Consulting from the University of Virginia and is a Certified Cryptocurrency Expert. She is also a CPE instructor, specializing in teaching other CPAs about crypto taxation.

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

Frequently Asked Questions

Crypto Tax Advisors provides crypto tax strategy, consultation, and educational resources to help investors and businesses understand and address issues in their crypto tax reporting.
For clients who need full-service support, our affiliated CPA firm, Chainwise CPA, provides:
- Crypto transaction reconciliation
- Tax preparation and reporting
- Ongoing tax advisory
- IRS and state tax representation
Most traditional CPAs are not equipped to handle the complexity of crypto transactions.
Our work focuses specifically on crypto tax, which allows us to:
- Identify crypto tax issues that generalist CPAs may overlook or don’t understand
- Reconstruct and reconcile complex transaction histories
- Apply appropriate tax treatment to unique crypto activities
Crypto tax software can be a helpful starting point, but it does not verify that your data is complete or accurate.
We often see:
- Missing transactions or wallets
- Incorrect cost basis calculations
- Misclassified transactions
Software generates reports based on the data provided. It does not ensure that the underlying data is correct.
Read more: When Your Crypto Software Disagrees with Your 1099-DA
Our CPA firm, Chainwise CPA, uses a transparent pricing structure.
You’ll begin by selecting a service plan with a clearly stated starting price. Once onboarding is complete and your complete data is received and reviewed, we will confirm whether your situation fits within the base scope. If additional work is required, we will provide a revised fee estimate for your approval before proceeding.
There are no hidden fees — you will always know the cost upfront before any additional work is performed.
A reliable crypto tax report should:
- Include all wallets and exchanges
- Reconcile to actual account balances
- Apply appropriate tax treatment
- Align, where applicable, with third-party reporting such as 1099-DA
We stand behind our work, and we will defend you if we did your crypto reconciliation and you receive a tax notice later.
Read more: How to Reconcile Crypto Exchange Records When Form 1099-DA Tells Only Part of the Story
Our services are best suited for individuals and businesses with moderate to high complexity crypto activity, such as:
- Multiple wallets or exchanges
- High transaction volume
- DeFi, staking, or NFT activity
- Inconsistent or incomplete transaction records
- Concerns about accuracy or audit risk
If your crypto activity is relatively simple (e.g., a small number of transactions on a single platform), you probably don’t need professional help.
If you’re unsure, a Crypto Tax Strategy Session can help determine whether professional support is needed.