Our seven-
phase process
Tax-efficient and accurate reports from our full-service rigorous process.
Onboarding
Assistance with obtaining data sources and validation of data sources.
Data analysis
Data normalization, aggregation, enrichment, and missing transaction/source analysis.
Reconciliation
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.
Context
Request context on any remaining unknown transactions.
Tax optimization
Inventory method analysis, holding period analysis, and aggressive intervention where feasible.
Review
Using control measures for numerous verifications, ensuring no discrepancies across various platforms.
Finalization
Draft reports issued for approval, revision phase if required. Issuance of final reports for submission to accountant/CPA or tax authority.
Let’s chat about your
crypto tax.
@chris_herbst
info@countdefi.com
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