Your crypto records are a mess. We fix that.
Most crypto investors have the same problem: transactions spread across dozens of exchanges, wallets, and protocols — many with incomplete records, missing cost basis, or gaps from collapsed platforms. Before you can file accurate taxes, someone has to reconcile every transaction into a clean, complete history.
That’s what we do.
What Crypto Reconciliation Actually Involves
Reconciliation isn’t just downloading a CSV from Coinbase. A real cleanup means:
- Pulling transaction history from every exchange, wallet, and blockchain
- Matching transfers between your own wallets so they aren’t miscategorized as taxable events
- Reconstructing missing cost basis using on-chain data and historical prices
- Identifying and resolving duplicate entries, missing trades, and exchange errors
- Categorizing every transaction correctly — trades, staking rewards, airdrops, DeFi activity, NFT sales
- Producing a complete, auditable transaction history ready for tax preparation
We’ve reconciled portfolios with hundreds of thousands of transactions across 50+ wallets and exchanges. Nothing is too complex.
When You Need Reconciliation
- You have transactions across multiple exchanges or wallets
- You switched platforms and lost historical data
- An exchange collapsed and records are incomplete (FTX, Celsius, Voyager)
- Your crypto tax software is producing errors or warnings
- You’re being audited and need clean documentation
- You’re years behind and need to reconstruct everything
Our Reconciliation Process
- Data gathering — We collect everything: exchange CSVs, wallet addresses, API connections, and on-chain data
- Gap identification — We find what’s missing and determine what can be reconstructed
- Transaction matching — Every transfer between your own wallets is identified and excluded from taxable events
- Cost basis assignment — Missing basis is reconstructed using available data and IRS-accepted methods
- Review and verification — You review the completed history before we use it for tax preparation
- Tax-ready output — Clean records delivered in the format your return requires
Tools We Work With
We work with all major crypto tax software including Koinly, CoinTracker, TaxBit, CoinLedger, and TokenTax — or we can build your transaction history independently if software errors can’t be resolved.
Reconciliation + Tax Preparation
Most clients combine reconciliation with tax preparation. Once your records are clean, we prepare your return using the same verified transaction history. No handoff, no data translation errors, no starting over with a new provider.