Recognized by Forbes as a Best-in-State Top CPA in 2025 and 2026
Featured in Forbes for "Leading the Charge on Crypto Accounting": Read the Forbes Feature
Camuso CPA advises cryptocurrency investors managing substantial portfolios across exchanges, wallets, and DeFi protocols. Our work includes historical accounting and cost basis reconstruction, Form 1099-DA reconciliation, complex tax preparation and planning, and IRS tax matters.
First U.S. CPA Firm to Accept Cryptocurrency Payments
Original announcement ↗Co-authored with the former head of the IRS Office of Digital Assets and co-author of the §6045 digital asset broker reporting regulations. Published in Tax Notes Federal and Tax Notes Global.
Read in Tax Notes → Read All Publications →For investors, high-volume traders, and Web3 founders with meaningful cryptocurrency exposure, compliance begins with historical accounting and cost basis integrity. Multi-wallet portfolios frequently contain fragmented transaction histories, incomplete cost basis continuity, inconsistent treatment of internal transfers, and prior-year methodologies that no longer align with current IRS standards. Without disciplined historical accounting and cost basis reconstruction, tax reporting positions lack structural reliability.
As a specialized Crypto CPA firm, we begin by restoring that foundation. We perform transaction-level reconstruction across custodial and non-custodial environments, normalize on-chain activity, and realign reporting methodologies across tax years to establish continuity and defensibility.
From there, we implement forward-looking compliance systems including formal 1099-DA reconciliation, federal and multi-state tax filings, ongoing portfolio accounting and structured analysis of complex positions arising from DeFi activity, staking, token compensation, and cross-entity structures. Strategic tax planning is integrated throughout.
Patrick Camuso’s work in digital asset taxation has been published in Tax Notes alongside a former head of the IRS Office of Digital Assets and co-author of the Section 6045 digital asset broker regulations, and has been covered by Bloomberg Tax, Accounting Today, Business Insider, MarketWatch, Morningstar and other major publications. He has spoken at ETHDenver and leading Web3 conferences on the structural shifts defining digital asset compliance.
Related pages in this practice: Prediction Market CPA.
We review your digital asset activity, available records, prior filings, and immediate accounting or tax concerns. The assessment establishes the appropriate engagement scope and deliverables.
When historical records are incomplete, we reconcile activity across exchanges, wallets, and protocols to establish transaction histories, cost basis, and reporting continuity. We also evaluate issues affecting prior tax years where corrections may be necessary.
We prepare applicable federal and state tax filings, reconcile relevant broker information including Form 1099-DA, and document material tax positions. The work is based on the client's actual reporting obligations and the accounting already available.
For clients requiring continuing support, we provide portfolio accounting, tax planning, and advice on significant dispositions, entity considerations, DeFi activity, and other complex transactions.
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Prefer to reach us directly? Email info@camusocpa.com or call (704) 249-3179.
Since 2016, Camuso CPA has advised cryptocurrency investors whose portfolios and transaction histories require specialized accounting and tax expertise. Our clients include long-term Bitcoin holders, high-net-worth investors, DeFi participants, and individuals managing substantial activity across multiple exchanges, wallets, and blockchains.
We work with investors preparing for significant dispositions, correcting years of incomplete records, resolving reporting discrepancies, or seeking ongoing accounting and tax planning. The scope of each engagement depends on the portfolio, available records, and the specific issues involved.
Our services address the accounting and tax issues that arise when cryptocurrency portfolios become difficult to manage through ordinary exchange statements or tax software.
We reconstruct complex digital asset histories, restore cost basis integrity, and realign prior-year tax filings to establish audit-ready reporting continuity.
We reconcile third-party 1099-DA data with reconstructed cost basis records to prevent mismatches, restore reporting continuity, and prepare defensible crypto tax filings.
We offer expert cryptocurrency accounting services for high-net-worth investors, prediction market traders, and DeFi users seeking IRS-compliant reporting and complete tax clarity. Get your books in order, minimize your tax bill, and protect your digital wealth.
We specialize in crypto tax filings for high-net-worth investors, digital asset traders, and Web3 startups with complex activity. We deliver clean, compliant returns that reduce risk and stand up to IRS scrutiny.
Proactive, high-impact tax planning for crypto investors and Web3 founders. From token events to multi-chain portfolios, we help minimize liabilities, defer gains, and build long-term wealth across every market cycle.
Facing IRS letters, back taxes, or unfiled crypto returns? We help investors, traders, and Web3 founders resolve crypto-related tax issues with speed and confidence. From late filings to audit defense and penalty reduction, we clean up your situation and get you back in compliance.
Complex cryptocurrency tax matters often begin with a problem in the underlying records. Exchange statements may be incomplete, wallet transfers may not reconcile, or years of activity may have been reported using inconsistent methods.
Camuso CPA has spent a decade working through these problems for digital asset investors. Our accounting and tax work draws on that experience, along with Patrick Camuso’s published research and involvement in professional digital asset tax discussions. We establish the relevant facts, assess the applicable tax treatment, and document the conclusions supporting our clients’ reporting and planning.
Client Case Studies
Crypto Accounting
An active DeFi investor had missing records from defunct platforms and gaps across years of wallet activity. We reconstructed the transaction history, reconciled transfers, and established lot-level cost basis throughout the portfolio.
Outcome
Historical cost basis reconstructed. Ongoing quarterly accounting established.
Explore Cost Basis Reconstruction →Crypto Tax Planning
A long-term investor with substantial project-token and DeFi exposure lacked reliable tax-lot records and a planning framework. We rebuilt the portfolio history, documented material tax positions, and established ongoing planning for dispositions, losses, and future token events.
Outcome
Documented tax positions and cost basis. Quarterly tax planning ongoing.
Explore Cryptocurrency Tax Planning →"Very happy working with Patrick. He's the real deal when it comes to crypto tax and accounting. Highly recommend him if you want clarity and confidence in your reporting."
A Crypto CPA provides accounting, tax preparation, planning, and compliance services for cryptocurrency activity. Complex engagements may involve reconciling exchanges and wallets, reconstructing historical cost basis, analyzing DeFi transactions, correcting prior filings, and addressing IRS notices. Camuso CPA has specialized in cryptocurrency accounting and tax since 2016.
Tax software can be useful when transaction records are complete and activity is straightforward. Professional assistance may be appropriate when you have missing acquisitions, unreconciled transfers, complex DeFi activity, substantial dispositions, or reporting positions requiring technical analysis. A CPA can evaluate the underlying records and address issues that automated reports have not resolved.
Yes. We work with investors whose histories span multiple years, exchanges, wallets, and DeFi protocols. Our reconstruction engagements establish acquisition records, transfer continuity, disposition histories, and supportable tax lots based on available evidence. Learn more about crypto cost basis reconstruction.
First compare the broker's reported transactions with your accounting records. For 2025 sales, brokers generally reported proceeds without basis. Beginning with 2026 transactions, basis reporting applies to certain covered digital assets, while noncovered and transferred-in holdings may still lack reported basis. We evaluate whether the issue requires targeted reconciliation or historical reconstruction. See our Form 1099-DA reconciliation services.
Yes. We review IRS correspondence, the relevant tax years, prior filings, and underlying digital asset records. Notices differ in their requirements: some request information, while others propose adjustments or require a response by a stated deadline. We determine the appropriate next steps based on the actual notice and available evidence. Learn about our IRS crypto tax resolution services.
Yes. We assist investors with unfiled returns, inaccurate historical accounting, missing cost basis, and prior-year reporting discrepancies. We first determine the underlying accounting and tax issues, then evaluate which original or amended returns are appropriate.
We examine the underlying activity and the rights exchanged or received. Staking rewards, token swaps, liquidity pools, and NFT transactions can have different tax consequences. Transfers between wallets owned by the same taxpayer are generally not taxable by themselves, although transaction fees and related activities may create separate tax consequences.
Yes. We advise investors with substantial digital asset portfolios, complex histories, DeFi exposure, private token allocations, and significant planned dispositions. Our work may include historical accounting, cost basis reconstruction, tax planning, return preparation, and ongoing portfolio accounting.
Yes. We evaluate the available cost basis records, holding periods, anticipated gains, applicable tax considerations, and reporting requirements. Historical accounting may need to be resolved before a substantial sale. We also advise on relevant planning strategies based on the investor's circumstances. Explore cryptocurrency tax planning.
Camuso CPA has specialized in digital asset tax and accounting since 2016. Patrick Camuso, CPA, has published research in Tax Notes and was recognized by Forbes as a Best-in-State Top CPA in 2025 and 2026. Our client work includes multi-year portfolio reconstruction, complex digital asset reporting, tax planning, and historical accounting corrections. Learn more about the firm.
