Tax-efficient and accurate reports from our full-service rigorous process.
Assistance with obtaining data sources and validation of data sources.
Data normalization, aggregation, enrichment, and missing transaction/source analysis.
Per transaction categorization and evaluation. Custom adjustments for liquidity/staking pools, cross-chain bridges, derivatives, lending, NFT bundle purchases, NFT mint/burn, and multiple others.
Request context on any remaining unknown transactions.
Inventory method analysis, holding period analysis, and aggressive intervention where feasible.
Using control measures for numerous verifications, ensuring no discrepancies across various platforms.
Draft reports issued for approval, revision phase if required. Issuance of final reports for submission to accountant/CPA or tax authority.
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