Crypto tax services for individuals

Your crypto transactions, ready for tax season.

We reconcile transactions from your wallets, exchanges and decentralized applications, then calculate their tax impact in a clear, documented report.

Comprehensive coverage of centralized and decentralized platforms

Founded by a CPA specializing in tax Canadian tax forms DeFi, NFTs and staking supported

Our services

Calculator, annual report and digital blocks illustrating crypto income reconciliation.
Annual summary

Annual income calculation

Complete your tax returns with confidence with our annual income reconciliation service. Crypto accounting is our specialty.

Accounting ledger with a chart and pen for bookkeeping digital asset transactions.
Ongoing tracking

Bookkeeping

Our bookkeeping service focuses on digital transactions and provides accounting entries that reflect the impact of your activities.

Canadian tax form with a shield and maple leaf representing crypto tax compliance.
Canadian forms

Tax compliance

We prepare Canadian federal and provincial tax forms specific to cryptocurrencies.

Magnifying glass examining a transaction ledger for tax audit assistance.
Audit support

CRA & RQ audit assistance

We help you respond to CRA and Revenu Québec audit requests with adjusted cost base (ACB) reconstruction, transaction tracing and supporting documentation for your digital assets.

Supported activities

Built for complex crypto activity.

Each transaction is analyzed based on what actually happened, even without a conversion to dollars.

Centralized exchanges

Purchases, sales, conversions and transfers on exchanges.

Multiple wallets

Transfers between your addresses across different blockchains.

DeFi

Swaps, lending, liquidity pools and interactions with decentralized applications.

Bridges

Transfers across blockchains traced from one address to another.

Staking and rewards

Rewards identified, classified and valued.

NFT

Purchases, sales and transaction fees tracked for each token.

Pricing

Pricing based on your needs.

Fees are confirmed before work begins, following a free consultation.

What affects the price
  • The number of years to reconcile
  • The number of exchanges and wallets
  • Transaction volume
  • Activity complexity: DeFi, NFTs, bridges
  • The quality of available data
Before your first meeting

Complete the form

Include as much relevant information as possible, such as:

  • The years to reconcile
  • Your exchanges and wallets
  • Your estimated number of transactions
  • Your activities: DeFi, LPs, borrowing, staking, bridges, etc.
Book a free consultation
The Token Expert Method

A rigorous method for complex transactions.

Discover the method
  1. 01

    Data collection

    We import transactions from your wallets, exchanges and blockchains using multiple data sources.

  2. 02

    Transaction identification

    Swaps, transfers and decentralized application interactions are classified in context.

  3. 03

    Validation with you

    We confirm unclear transactions, transfers to unknown addresses and unusual activity with you.

  4. 04

    Gains and losses calculation

    The method appropriate to your tax jurisdiction is applied to each transaction category.

  5. 05

    Cost basis reconciliation

    Asset balances and cost basis are reconciled with actual holdings.

  6. 06

    Annual summary

    A summary of income, expenses, gains and losses, with Canadian tax forms on request.

Tell us about your situation.

We will help you determine the services you need and how your transactions affect your tax returns.

Book a free consultation