Cryptocurrency Investors
1099-DA changed the rules for digital assets. Reconcile before the IRS does.
Defensible digital-asset reporting for the 2025 to 2026 enforcement window. Audit protection included.
Brokers now report your transactions to the IRS. The only question is whether your records match theirs before a notice arrives.
Audit Protection / Defensible By Design / Limited Engagements
Built For
Digital-asset holders preparing for 1099-DA broker reporting in the 2025 to 2026 window.
Every position documented to be defensible under review.
Engineered, not just filed. Architecture, not after-the-fact compliance.
Pain Mirror
If any of this sounds familiar.
Verbatim statements we hear from crypto investors every week. Read them as a self-recognition scan.
- 01
"My transactions are spread across exchanges and wallets and nothing reconciles cleanly."
- 02
"I do not actually know what my cost basis is across every position."
- 03
"I have heard 1099-DA is coming, but no one has told me what it means for me specifically."
- 04
"I would rather fix this on my terms than explain it on the IRS's terms."
The Reframe
We do not replace your CPA.
We add the engineer.
Your CPA files the numbers you hand them. We build the reconciliation and the defensible basis behind those numbers.
So what gets reported holds up when the broker data lands on the same desk.
Mechanics
What is actually on the table.
1099-DA readiness is structural, not fear-based. Broker reporting is a dated, data-backed trigger for this window.
- 01
Transaction reconciliation across exchanges and wallets.
- 02
Cost-basis substantiation per position.
- 03
Gain and loss timing across the realized year.
- 04
Entity positioning for active traders.
- 05
Documentation built to be defensible under review.
Urgency is structural, not fear-based. 1099-DA is the trigger; defensible reconciliation is the response. Results vary. Educational only. Not advice.
Results vary / Educational only / Not advice
The Offer
The $4,500
Tax Analysis.
A forensic review of your structure, designed to identify meaningful annual tax savings. If we do not identify meaningful savings, you receive a full refund of the analysis fee. If we do, your $4,500 credits toward implementation. Refund and "meaningful savings" terms are defined in the written engagement letter.
Aligned incentives. Results vary by facts and circumstances.
Results vary / Educational only / Not advice
Free Masterclass
Want to see the strategy first? Watch the masterclass.
A 45-minute walkthrough of the architecture we use to redesign tax positions for high-earning crypto investors. No pitch. The full mechanics, in plain language.
Live Thursdays at Noon ET / 45 Minutes
Next Step
Ready to see what your structure is actually doing?
We intentionally limit the number of engagements we take on.
The checklist download is the primary action and the Lead event for self-directed crypto traffic. The strategy call is the downstream Schedule event.