CPA Referral Partnership

Your clients have crypto.
We handle it.

Refer your crypto clients to specialists who've processed everything from 50 transactions to over 1 million. No personal information needed — just exchange data. Audit-ready Excel deliverables your team can actually use.

Schedule a Call → Learn More
2,500+
Clients Served
1M+
Max Transactions
50+
Exchanges
0
Personal Info Needed
5–7d
Turnaround
Zero Trust Required
Completely Trustless.
No Personal Info. Ever.
We don't need your client's Social Security number, date of birth, or home address. We work exclusively with blockchain data and exchange exports. Your client's identity stays with you.

This isn't just a privacy feature — it's our architecture. We physically cannot access personal information because we never collect it. Your clients' data stays exactly where it should: with their CPA.

🛡️
✓
No SSN, DOB, or address collected — ever, for any reason
✓
Exchange CSV exports only — transaction data, nothing personal
✓
Wallet addresses are pseudonymous — no real-world identity linkage
✓
Your client stays your client — we never contact them directly
✓
No client poaching clause — it's in our partnership agreement
Any Scale
From 50 Transactions
to Over 1 Million.
Whether your client made a few Coinbase trades or runs a complex DeFi portfolio across 20 chains — we've seen it and we've filed it.
Casual Traders
50 – 500
Coinbase, Kraken, simple buys and sells. Your typical client who bought some Bitcoin and Ethereum. Quick turnaround, straightforward reporting.
Active Traders
500 – 50K
Multiple exchanges, some DeFi, staking rewards, NFT activity. The growing segment that most firms struggle with. We handle it daily.
Power Users & Degens
50K – 1M+
Yield farming, liquidity pools, cross-chain bridges, hundreds of tokens, MEV bots. The clients everyone else turns away. We welcome them.
What We Handle
Every Corner of Crypto.
Covered.
We don't just handle the easy cases. We specialize in the complex ones.
📊
DeFi Protocols
Uniswap, Aave, Curve, PancakeSwap, Orca — liquidity pools, yield farming, staking, lending, and bridging across every major chain.
🎨
NFTs
Minting, trading, royalties, gaming assets, and collections. Proper cost basis tracking even for complex multi-step mints.
🔄
Multi-Exchange
Coinbase, Kraken, Binance, Gemini, KuCoin — 50+ exchanges consolidated into one unified transaction history.
📋
Form 8949 & Schedule D
Complete cost basis reporting with lot-level detail. Every disposition documented and audit-ready.
📅
Multi-Year Filing
Back-filing 2+ tax years, amended returns, and catch-up filings. We reconstruct history from blockchain data when exchange records are lost.
💰
Cost Basis Optimization
FIFO, LIFO, HIFO, Specific ID — we model every method and recommend the approach that minimizes your client's tax liability.
Deliverables
One Excel File.
Not Hundreds of PDFs.
Most crypto tax services dump hundreds of PDF pages on a CPA's desk. We deliver a single, structured Excel workbook that plugs directly into your workflow.
📊
Structured Excel Workbook
Form 8949, capital gains, income, per-exchange breakdowns, 1040 Schedule 1, and margin fees — all in organized, filterable sheets.
🔍
Per-Wallet Breakdown
Every exchange and wallet separated. 1099-DA matching ready. Easy to cross-reference with what brokers report to the IRS.
✅
Audit-Ready Documentation
Every transaction traced to its source. If the IRS asks "where did this number come from?" — we have the answer.
⚡
Works With Your Workflow
Clean Excel workbook you can use as-is. Need a specific format for your tax software? Just let us know — we'll make it work.
Smith_2024_CryptoTax.xlsx
Buys
Sells
Tax Year 2024
Coinbase
Non 1099-DA
Form 8949 - Crypto Txns
Form 1040 Schedule 1
Margin Fees
#
Asset
Action
Date Acq.
Date Sold
Proceeds
Cost Basis
1
BTC
Sell
01/15/2023
03/22/2024
$42,150
$28,340
2
ETH
Sell
06/03/2023
02/14/2024
$3,420
$1,890
3
SOL
Trade
09/18/2023
01/05/2024
$2,180
$890
4
USDC
Trade
11/22/2023
04/10/2024
$15,000
$15,000
5
UNI-V3
LP Exit
03/01/2023
12/28/2024
$8,740
$6,120
6
AAVE
Sell
07/14/2023
05/02/2024
$1,250
$780
7
MATIC
Sell
04/20/2023
11/15/2024
$640
$1,120
...
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...
...
...
...
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The Process
Three Steps.
That's It.
Simple. Seamless. Your client never leaves your practice.
1
You Refer
Send us your client's first name and email. No SSN, no personal details. We handle onboarding, data collection, and communication.
2
We Process
Our team consolidates every transaction, optimizes cost basis, and produces audit-ready deliverables — all reviewed by our crypto tax specialists.
3
You File
We deliver a clean Excel workbook with Form 8949, capital gains, income, and per-exchange breakdowns — ready to import into your tax software.
Why Partner With Us
Built for CPA Firms.
Not Retail Clients.
We designed everything — process, deliverables, communication — specifically for the CPA workflow.
✓
Zero Liability Exposure
We own the crypto complexity. You maintain the client relationship, review our work, and file the complete return.
✓
CPA-to-CPA Communication
Direct access to our specialists. No call centers, no ticket queues. We speak your language and understand your deadlines.
✓
Always IRS-Current
We dedicate 50+ hours/year to crypto tax law, rulings, and enforcement trends so you don't have to add it to your CE requirements.
✓
1099-DA Ready
The new broker reporting rules are here. Our deliverables are designed to reconcile with exchange-reported data and prevent CP2000 notices.
✓
Revenue, Not Overhead
Earn on referrals instead of investing in training, tools, and headcount. Turn your crypto clients from a burden into a revenue stream.
✓
Contractual Client Protection
Our partnership agreement includes a non-solicitation clause. We never contact your clients for our own business. Period.
Get Started
Ready to offload
your crypto clients?

Schedule a 30-minute call. We'll walk through how it works, answer your questions, and set up your partnership.

Schedule a Call →
Mike Ring  ·  mike@cryptotaxprep.io  ·  info@cryptotaxprep.io  ·  cryptotaxprep.io