An Annapolis area based firm to bridge the gap between clients investing in crypto currency and accurate tax preparation for accountants to utilize to file tax returns.

We prepare form 8949 and Schedule 1 (Form 1040) and the backup reports for audits

1 in 5 adults in the US has purchased a crypto currency*. As crypto gains traction at a pace faster than the adoption of the internet, tax compliance is going to be an uphill battle. There are new concepts, products, and investments popping up daily. (Ex. Defi, Rebases, ICOs, NFTs, LP, Mining, Cross-chain tokens, derivatives, etc.…)  Along with this, accountants have to deal with ever-changing IRS guidelines that are always a few steps behind the innovation.

Here at BlockChain, we provide our streamlined process to offload the crypto currency tax reporting burden and deliver high-integrity reporting for you to confidently file your client’s taxes.

What we do

How we help your firm:

Taking time out of your day during tax season to deal with this new sector is not an ideal situation. We will not only take that off your plate but our partnership will be a revenue-generating asset to your firm. We will provide you guidance (High, medium, and low) on what you can bill each individual client based on our fixed price preparation work that has been completed. We will also provide you the content to put on your website, produce a hardcopy handout, and assist you in adding it to your Google AdWords.

Our process:

1) We interact directly or indirectly (your choice) with your client to gather the information needed

2) We prepare form 8949 and Schedule 1 (Form 1040)

3) We send you a copy of the detailed reports to back up any form data in case of an audit

4) We produce a realized and unrealized report for you in November to do tax planning with your client before year-end. (Optional)

About Us

We are a local team of financial professionals that have had exposure in the Crypto arena since 2016. Combined our team has 12 years of public accounting experience, 14 years in financial services and compliance, and 15 years in retail banking. Our background allows us to have a robust understanding of how to interpret the IRS guidance to apply it to the products your clients invest in the innovative BlockChain universe.

The Accountant’s Dilemma

Accounting is about integrity. A good accountant utilizes accurate figures and applies them to the rules to find the clients the best avenues to pay the least amount of taxes the law allows for. Asking the client to provide the reporting may absolve the client from liability, but it will not help if the IRS begins an audit. Our services will give you the confidence that as audits for crypto rates rise, your clients are well documented to adhere to the audit questions.


We offer individual preparation pricing or subscription-based to suit your firm’s needs. Please fill out this form
and we will email you the most up-to-date pricing matrix.

0-2 Tier 1 Tier 2 Tier 3 Tier 3
2-4 Tier 2 Tier 2 Tier 3 Tier 4
4-8 Tier 3 Tier 3 Tier 3 Tier 4
8+ Tier 4 Tier 4 Tier 4 Tier 4
Level 1 0-25 $495
Level 2 25-50 $995
Level 3 50-100 $ 1,850
Level 4 100-200 $ 3,500
*covers tiers 1-2 and 1 tier 3 client
Tier 1 $295
Tier 2 $995
Tier 3 $2,500
Tier 4 $3500 + 1.50 per transaction over 5000
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