Crypto Reporting & Tax Support
Bring order to your crypto records
Whether you're preparing your first crypto tax return or catching up on several years of activity, we provide practical, one-to-one support to help you understand the reporting process and make informed decisions with confidence.
Our role isn't to provide tax advice. It's to help you organise your records, understand your transactions, and use specialist reporting tools effectively so you're better prepared to work with your accountant — or complete your own reporting if appropriate.
Why Crypto Reporting Matters
Many cryptocurrency investors don't realise how quickly their records become complicated.
Transactions may be spread across multiple exchanges, wallets, staking platforms, DEFI protocols and blockchains. Over time, it becomes increasingly difficult to understand what happened, what information is missing and what may need to be reported.
Taking the time to organise your records can reduce stress, improve accuracy and help you make better decisions in the future.
Why it's often more complicated than people expect
Crypto reporting isn't simply adding up profits and losses.
Different transactions can have different reporting implications, including:
Buying and selling cryptocurrency
Transfers between wallets and exchanges
Staking rewards
DeFi activity
Airdrops and forks
NFTs
Lost or inaccessible assets
Many people also discover gaps in their transaction history, particularly after changing exchanges or wallets over several years.
How We Can Help
We provide practical support to help you understand your records and build a repeatable reporting process.
Examples include
Bringing together records from multiple exchanges and wallets
Resolving gaps and inconsistencies in transaction history
Understanding how different activities affect reporting
Guidance on how to use specialist crypto reporting software
Organising records for future reporting
Building confidence in your own record-keeping process
Help delivering a model that enables you to structure your wallets and exchange API's to be able to effectively report transactions
Why good reporting benefits you
Good crypto reporting isn't simply about meeting reporting obligations.
It can also help you:
Identify allowable costs
Recognise lossses that may be available to offset against gains in future years
Understand average acquisition costs for a particular cryptocurrency across exchanges and wallets, potentially lowering future capital gains payments
Reduce errors
Avoid duplicated transactions
Maintain accurate log-term records
Make better financial decisions as your portfolio grows
Who this service is for
This service is suitable whether you're
Preparing your first crypto tax return
Catching up on several years of activity
Managing a growing portfolio
Using multiple exchanges and wallets
Involved in staking or DeFi
Working alongside an accountant who needs better records
Simply wanting greater clarity over your cryptocurrency acitivty
Frequently Asked Questions
Do you provide tax advice?
No. We provide education, guidance and practical support to help you organise and understand your cryptocurrency records. Where appropriate, we can work alongside your accountant.
Do I need specialist software?
Often, yes. We help you understand and use specialist reporting tools that can save considerable time and improve the accuracy of your records.
Can you help me if my records are incomplete?
Yes. Many clients come to us after several years of trading across different exchanges and wallets. We'll help you understand what information is available and the practical options for moving forward.
Can you help with DeFi and staking?
Yes. We can help you understand how these activities fit into your overall reporting process and how specialist software can assist.
How It Works
Step 1. Book your free initial consultation
We'll start with a free 30-minute consultation to understand your cryptocurrency activity, the exchanges and wallets you've used, and what you're hoping to achieve.
Step 2. We'll assess your stituation
Every cryptocurrency portfolio is different. After the consultation, we'll explain the practical support that may be helpful and give you an indication of the time likely to be invovled.
Step 3. Decide whether to proceed
There is no obligation. If you choose to continue, we'll agree the scope of the work and provide a clear estimate before any chargeable support begins.
Step 4. Practical Support
We'll work alongside you to organise your records, understand your transaction history, and prepare information that can be used with specialist reporting software or shared with your accountant.
Fees & Estimates
Because every cryptocurrency history is different, fees vary depending on the complexity of your records. Following your initial consultation we'll explain the work involved and provide a clear estimate before any chargeable work begins.
Ready to bring order to your crypto records?
Whether you're just getting started or untangling years of cryptocurrency activity, we're here to help you organise your records, understand the reporting process and move forward with confidence.
