Ex-Big Four CPA led, AI-enabled tax services for modern businesses & individuals.

For fintech & cryptocurrency businesses

Most CPAs turn away crypto. We built our practice on it.

Crypto tax accountants and CPAs advise fintech and cryptocurrency businesses. Across DeFi, staking, mining, NFTs, 1099-DA reconciliation, broker-dealer structures and more, we ensure your return matches what the IRS expects.

  • A licensed US CPA signs every return
  • Ex-Big 4 expertise
  • Flat, upfront pricing
  • Bank-grade security

Crypto tax is where good CPAs give up.

If any of these sound familiar, you are exactly who we built this for.

Your CPA said no to crypto

Most firms refuse DeFi and digital-asset work outright. You are left reconciling wallets alone, or filing a return your preparer does not actually understand.

Thousands of transactions, dozens of wallets

Exchanges, cold wallets, bridges, LPs. Cost basis breaks somewhere in the middle, and the IRS expects every disposal to be right.

1099-DA raised the stakes

Brokers now report your digital-asset sales directly to the IRS. If your return does not match what they file, you get the notice.

Our crypto tax services cover the return and the decisions before it.

The IRS taxes crypto as property, so each sale, trade or purchase made with crypto brings a gain or loss. Crypto income, such as staking rewards, is taxed in the year you receive it. We report both on your return.

1099-DA & cost-basis reconciliation

We reconcile every account and wallet you use, tracking basis wallet by wallet, as required since 2025. Your return then accounts for every sale on each broker’s Form 1099-DA.

Every kind of digital-asset income

We report staking rewards, mining income, DeFi yields, airdrops and NFT income in the right tax year. Every item is reported as ordinary income or a capital gain, whichever applies. Coins airdropped to you after a hard fork are included.

Exchanges outside the US

An exchange based outside the US may send you no Form 1099-DA. Its trades still go on your return, and we reconcile them with the rest.

Choosing which coins you sell

We compare specific identification with first in, first out (FIFO) before you sell. Specific identification lets you pick which units (lots) a sale uses, while FIFO sells the oldest first. If you pick, we help you record your choice by the time of the sale, as the rules require.

Crypto and fintech businesses

We prepare the returns of crypto and fintech companies from their year-end books. Bookkeeping and a clean-up of the books can be added to your filing.

Valim is a CPA firm and sells no crypto tax software. We file federal and state returns in all 50 states.

Each exchange sends your crypto tax documents its own way.

  • Coinbase

    Coinbase sends Form 1099-DA to every US customer with sales, but activity in Coinbase Wallet is not on it.

  • Crypto.com

    Crypto.com left cost basis off its first Form 1099-DA, so your basis must come from your own records.

  • Robinhood

    Robinhood puts crypto sales on Form 1099-DA inside one consolidated 1099, where the 1099-B used to carry them.

  • Kraken

    Kraken’s 2025 Form 1099-DA printed a first in, first out (FIFO) basis estimate on your copy that never reached the IRS.

  • Gemini exchange

    The Gemini exchange values staking rewards when you can first withdraw them, and keeps credit card rewards off the 1099-MISC as rebates.

How it works.

You share the data once. We handle everything after that.

  1. 01

    Share your data

    Exchange CSVs, wallet addresses, or access to your crypto tax software. Whatever state it is in, we take it from there.

  2. 02

    We reconcile and prepare

    AI-assisted reconciliation, then a CPA-prepared return with full workpapers you can actually inspect.

  3. 03

    CPA review, filing & year-round support

    A licensed US CPA reviews and signs every return. Questions answered all year, not just in April.

Transparent pricing, before we start.

You know the exact price upfront. No hourly billing, no surprise invoices.

Individual returns from $195

Including crypto activity, equity comp, and multi-state situations. Heavy reconciliation quoted upfront. Year-round CPA access included.

Business returns from $495

C-Corp, S-Corp, and Partnership returns for fintech and crypto businesses. Year-round CPA access included.

Get a crypto-fluent CPA on your side.

A 30-minute call with our CPA. Bring your messiest wallet. We will tell you exactly what it takes to get it right.

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Frequently asked questions.

My transactions are a mess across exchanges and wallets. Can you fix it?

Yes. This is most of what we do. We rebuild cost basis from exchange exports, wallet addresses, and on-chain data, reconcile everything wallet by wallet, and document it so the numbers hold up if the IRS ever asks.

What is Form 1099-DA and does it change anything for me?

Starting with 2025 transactions, brokers report digital-asset sales to the IRS on Form 1099-DA. If your return does not match what they report, you can expect a notice. We reconcile your records against broker reporting before we file, so there is no mismatch.

Can the IRS see my crypto wallet?

Partly. The IRS sees what US exchanges and other custodial brokers (those that hold your coins for you) report on Form 1099-DA. For earlier years, it has used court-approved John Doe summonses, which cover customers not yet named, to seek exchange records. A self-custody wallet has no broker, so no Form 1099-DA covers it, but you still report that activity. Form 1040 asks every filer whether they received a digital asset as a reward or payment, or sold, traded or disposed of one.

I have not reported crypto in previous years. Am I in trouble?

Usually it is fixable, and fixing it proactively is far cheaper than waiting for the IRS to find it. We assess your exposure, prepare amended returns where needed, and get you current.

Do I have to report crypto gains under $600?

Yes. Current law has no de minimis exemption for small crypto gains, so every taxable crypto transaction must be reported, whatever the amount. The $600 thresholds only decide when a broker or payment processor must send a form, not what you report. A pending bill, H.R. 10357, would ignore gain or loss on crypto spent on fees of $10 or less. The exemption covers network fees, and trading fees paid in the coin traded. It would start in 2028, and traders, brokers and dealers would not qualify.

Will I be taxed on $1,000 of crypto profit?

Yes, once the $1,000 is a realized gain, meaning you sold, traded or spent the crypto. Buying crypto with dollars and holding it is not taxed. Held one year or less, the gain is taxed at your ordinary income rate, from 10% to 37% in 2026. Held more than a year, it is taxed at 0%, 15% or 20%. It can be 0% if your 2026 taxable income stays within $49,450 as a single filer, or $98,900 on a joint return. A 3.8% net investment income tax can also apply above $200,000 of modified AGI for a single filer, or $250,000 jointly.

Is converting one cryptocurrency to another taxable?

Yes, because trading one coin for another is a disposal of the coin you give up. Your gain or loss is the fair market value of the new coin, minus any fees and your basis in the old one. The new coin’s fair market value then becomes its basis. Trading, selling or spending a stablecoin is taxed like any other crypto disposal, though its steady price usually leaves little gain or loss.

Can you actually handle DeFi, staking, and NFTs?

Yes. Liquidity pools, lending protocols, perps and other derivatives, staking rewards, mining income, NFT sales and royalties, airdrops, and forks. We determine the correct income character and timing for each, with the reasoning documented.

Do accountants do crypto taxes?

Yes. Any tax professional with an IRS preparer tax identification number (PTIN) can prepare your federal return, crypto included. There is no separate federal credential for a crypto tax preparer. A CPA who does crypto work, often called a cryptocurrency accountant, is licensed by a state board of accountancy. CPAs, enrolled agents and attorneys can also represent you before the IRS in audits and appeals.

Should I use crypto tax software or hire a CPA?

Crypto tax software can be enough for a simple year, such as buying and selling on one US exchange. A CPA earns the fee when records have gaps, such as coins moved in from another wallet without their basis. A CPA also signs your return, and can represent you if the IRS asks about it.

Do you work with Koinly, CoinLedger, or CoinTracking?

Yes. Bring exports from any major crypto tax platform, or just raw CSVs and wallet addresses. We work with whatever you have and clean it up from there.

What does it cost?

Individual returns start at $195 and business returns at $495. Heavy reconciliation work is quoted upfront before we start. No hourly billing, no surprise invoices.

Is my data safe?

Bank-grade encryption in transit and at rest, private infrastructure, and your data is never shared with third parties or used to train AI models.

Sources

General information, not advice for your situation.