- Crypto-Native Since 2016. Digital Asset Accounting & Tax Support for Professional Advisors.
Partner With Camuso CPA
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
When your clients face complex cryptocurrency, digital asset, or professional trading tax and accounting issues, you need a specialist you can rely on. Camuso CPA partners with CPA firms, tax attorneys, financial advisors, and wealth managers to provide specialized accounting, tax analysis, and compliance services.
As Seen In:
Digital Asset Taxation in the United States: A Policy Analysis
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 →
First U.S. CPA Firm to Accept Cryptocurrency Payments
Original announcement ↗When Your Clients Need Specialized Digital Asset Expertise
Traditional tax and accounting practices increasingly encounter clients with substantial digital asset exposure. These engagements may involve years of trading activity, fragmented exchange records, missing cost basis, DeFi transactions, prediction markets, or on-chain business operations.
The challenge is not simply understanding cryptocurrency taxation. It’s establishing reliable transaction records, resolving accounting discrepancies, analyzing the applicable tax treatment, and supporting the reporting positions taken on individual or business returns.
Camuso CPA provides specialized support for these matters. Since 2016, we’ve worked with complex digital asset accounting and tax issues, and our practice has expanded to serve professional trading businesses and emerging financial markets.
We work with referral partners and existing professional advisers to establish an appropriate scope, allocate responsibilities, and coordinate delivery.
How the Partnership Works
Direct Client Referrals
Refer a client whose digital asset accounting or tax needs require specialized expertise. After reviewing the situation, Camuso CPA can establish a direct engagement covering an agreed scope, such as historical accounting, cost basis reconstruction, tax preparation, planning, or technical tax analysis.
We coordinate with the referring professional where authorized and appropriate. Your existing advisory relationship and our engagement responsibilities remain separately defined.
White-Label & Specialist Accounting Support
For CPA firms and professional advisers who retain the primary client engagement, Camuso CPA can provide a defined digital asset accounting workstream. This may include historical transaction reconstruction, wallet reconciliation, cost basis analysis, accounting workpapers, or trading subledger support.
You retain responsibility for the services your firm provides. Deliverables, review responsibilities, confidentiality, required client disclosures and authorizations, and communication procedures are established before work begins.
Who Partners With Us
CPA Firms
CPA firms serving high-net-worth investors, entrepreneurs, and businesses with material digital asset activity. We provide specialized accounting, cost basis reconstruction, and tax support for transactions outside the firm’s normal practice.
Tax Attorneys
Attorneys handling complex cryptocurrency tax matters, IRS controversies, entity structuring, and digital asset transactions. We can provide historical accounting, transaction analysis, tax workpapers, and technical CPA support within an agreed engagement scope.
Financial Advisors & Wealth Managers
Advisers serving clients with substantial cryptocurrency holdings, concentrated positions, or complex transaction histories. We provide accounting and tax support that can inform portfolio decisions, planning, and compliance while coordinating with the client’s existing professional team.
Crypto Platforms & Software Providers
Digital asset platforms and software providers seeking a specialized CPA resource for users with accounting, reconciliation, or tax issues that exceed standard software capabilities. We evaluate referral and professional-service arrangements based on client needs and operational fit.
How to Establish a Partnership
Step 1: Initial Conversation
Tell us about your practice, the clients you serve, and the digital asset accounting or tax matters for which you need specialist support.
Step 2: Determine the Right Engagement Model
We'll evaluate whether a direct client referral or a defined accounting-support arrangement is appropriate, including the anticipated scope, available records, and professional responsibilities.
Step 3: Agree on Scope and Responsibilities
Before work begins, we'll establish the applicable engagement terms, deliverables, fees, communication procedures, and required authorizations or confidentiality arrangements.
Step 4: Coordinate Delivery
We perform the agreed work and coordinate with your team based on the engagement structure, keeping responsibilities and reporting expectations clear.
Client Case Studies
Crypto Accounting
Active DeFi Investor 30+ Wallets, 60,000+ Transactions Reconstructed
Rebuilt complete cost basis history across defunct platforms including Celsius, reconciled multiple 1099-DAs against reconstructed records, and aligned methodology with Rev. Proc. 2024-28 account-level requirements. Ongoing quarterly accounting now current.
Outcome
Full history reconstructed. 1099-DAs reconciled. Ongoing accounting in place.
See how we helped →Tax Planning
$10M+ Portfolio with Project Token Exposure and No Planning Framework
Analyzed RTU treatment, DeFi protocol income, and disposition strategy across a complex long-term portfolio. Rebuilt history at the lot level, aligned with Rev. Proc. 2024-28, and built a planning framework covering wallet architecture, accounting method, and future token events.
Outcome
Defensible position on all major holdings. Quarterly planning engagement ongoing.
See how we helped →Web3 Accounting
Web3 Startup Accounting Policy, Subledger Build, and Historical Correction
Built accounting policy from scratch, corrected prior bookkeeper errors, selected and integrated a crypto subledger for an unsupported proprietary blockchain, and rebuilt the full historical books. SAFE reclassified and opening balance sheet built on defensible purchase price allocation.
Outcome
Books rebuilt. Subledger integrated. Ongoing accounting system in place.
See how we helped →Prediction Market Tax
$2.1M Kalshi Trader Tax Framework Analysis and Defensible Position Memo
Performed contract-level classification across Section 1256, capital, ordinary income, and Section 165(d) frameworks. Built a formal position memo with documented rationale for each framework assessed, reconstructed the full transaction history, and standardized reporting across all contracts.
"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."
Camuso CPA CPA Partner FAQs
How does a referral partnership with Camuso CPA work?
You introduce a client who needs specialized digital asset accounting or tax services. We review the client's situation and, where appropriate, establish a direct engagement for an agreed scope.
We can coordinate with the referring professional when the client authorizes that communication.
Can Camuso CPA support our firm without taking over the client's tax engagement?
Yes. We can provide a defined accounting or reconciliation workstream while your firm retains its own tax preparation or advisory engagement.
Responsibilities, deliverables, client disclosures, and required authorizations are established before work begins.
What types of engagements are appropriate for referral?
Common examples include historical cryptocurrency cost basis reconstruction, Form 1099-DA discrepancies, complex digital asset tax planning, Web3 accounting, prediction-market tax analysis, trading firm reconciliation, and historical tax compliance matters.
We evaluate each engagement individually.
Is there a minimum number of clients we must refer?
There is no need to commit to a recurring referral volume simply to begin a partnership conversation.
Each client engagement is evaluated and priced according to its scope and complexity.
How do you protect our existing client relationship?
We define each firm's responsibilities and communication procedures at the outset. Our objective is to provide the specialist services needed for the agreed engagement, rather than expand into unrelated work without a separate discussion and appropriate authorization.
How are confidential client records handled?
Client information is handled under applicable confidentiality, professional responsibility, and tax return information rules.
Before any records are shared, the participating firms determine the appropriate engagement structure, secure information-sharing procedures, and any required client disclosures or authorizations.
Can you work alongside our tax attorneys, accountants, or wealth management team?
Yes. We regularly address accounting and tax issues that require coordination among different professional disciplines.
We can provide defined accounting, tax analysis, or reporting support while other advisers handle their respective responsibilities.
How do we start a partnership?
Contact Camuso CPA with information about your firm, the types of clients you serve, and the specialized accounting or tax support you need.
We'll discuss the potential engagement model, service scope, and appropriate next steps.