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
Tell us about your situation. We will assess the complexity, identify where the risks are, and determine whether we are the right fit.
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.
View case study →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.
Web3 Accounting
A Web3 startup had inaccurate historical books, an incorrectly classified SAFE, and activity on a proprietary blockchain. We developed its accounting policies, rebuilt the books, and integrated a compatible crypto subledger with the general ledger.
Outcome
Historical books corrected. Subledger integrated and ongoing accounting established.
View case study →Trading Firm Accounting & Tax
A quantitative market maker had nearly two years of trading activity missing from its books, outstanding partnership filings, and unresolved federal tax positions. We reconstructed the activity, built a transaction-level subledger, and coordinated the accounting with partnership tax reporting.
Outcome
Books and partnership filings current. Ongoing accounting and quarterly tax projections.
View case study →"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."
Our practice focuses on high-net-worth cryptocurrency investors, professional traders, proprietary trading firms, market makers, and Web3 businesses with substantial accounting and tax needs. We work with clients whose financial activity requires specialized analysis, reliable records, and ongoing planning. We also serve select private clients with complex tax situations.
Yes. Historical accounting and cost basis reconstruction are core areas of our practice. We work with investors whose records span years of exchanges, wallets, DeFi protocols, and missing transaction histories. Our work establishes supportable acquisition and disposition records, reconciles transfers, and addresses prior-year reporting where necessary. Explore cost basis reconstruction.
Yes. We reconcile broker-reported transactions against your underlying accounting and tax records. Missing cost basis, transferred assets, and historical discrepancies may require further investigation. Some issues can be resolved through targeted reconciliation, while others require more extensive historical accounting reconstruction.
Yes. We advise prediction market traders and trading businesses on event contract tax characterization, reporting, and planning, as well as transaction reconciliation, trading subledgers, and financial reporting. Engagements can cover tax analysis, historical accounting, ongoing books, or coordinated accounting and tax work. Explore prediction market accounting.
We work with proprietary trading firms and market makers whose trading activity can involve millions of fills across multiple venues. Our engagements address transaction-level reconciliation, trading subledgers, settlement accounting, company books, partnership reporting, and recurring close requirements. The scope depends on the platforms, records, and accounting systems involved.
Yes. Our professional trading work includes digital assets, prediction markets, perpetual futures, and other derivatives. We evaluate the applicable tax treatment, trading activity, funding payments, reporting obligations, and relevant entity considerations. The appropriate tax position depends on the contracts and the trader's circumstances. Learn about our trading firm practice.
We work with Web3 startups, protocols, and other blockchain businesses on historical accounting, on-chain transaction reconciliation, company books, financial reporting, and business tax compliance. We also advise on the accounting and tax treatment of token-related activity and complex business transactions. Explore Web3 accounting services.
Yes. We assist clients with IRS notices, examinations, delinquent filings, and historical cryptocurrency tax reporting problems. Where necessary, we first reconstruct or reconcile the underlying accounting records to determine the appropriate reporting and resolution approach. Please identify any IRS response deadlines in your inquiry.
Yes, depending on the scope. We can provide specialized historical accounting, transaction reconciliation, technical tax analysis, or defined advisory work alongside an existing CPA, attorney, or internal finance team. We also accept broader accounting and tax engagements where appropriate.
We establish the scope, deliverables, and fees before beginning work. Pricing reflects the complexity of the activity, quality of available records, and services required. Complex matters may begin with a paid assessment to determine the appropriate scope. Additional work is addressed separately rather than added without agreement.
No. Our specialist practice works with clients throughout the United States and with international clients where appropriate. Most engagements are conducted remotely through secure document sharing, scheduled meetings, and direct communication with our accounting and tax professionals.
We review your situation, the activity involved, and the services you need to determine whether the engagement is a good fit. If additional analysis is needed to establish the scope, we may recommend a paid assessment. Please describe the relevant tax years, trading venues, approximate activity, and any upcoming deadlines.
