Crypto Tax Advisors
Welcome To
We specialize in providing crypto and traditional tax and accounting services to individuals and businesses in the crypto space.
Unlike many accountants who claim to know how to report crypto taxes while they have zero personal crypto experience, all our team members are personally a crypto investor and professionally a trained crypto accountant or crypto account reconciliation specialist. We truly understand how crypto works.
We focus on serving crypto businesses and individual investors with large number of transactions and complicated crypto activities such as mining, staking, yield farming, liquidity pools, crypto loans, crypto gaming, cross chain bridging, NTFs etc. We specialize in providing tax/accounting consulting services to crypto startup businesses.
Our Products and Services
How We Can Help
Our Firm
Crypto Tax Advisors, LLC was formed in early 2018. It specializes in providing crypto tax and accounting services to crypto investors.
Due to high demand in crypto tax services, our founder, Sharon Yip, CPA joined forces with another CPA and co-founded Polygon Advisory Group LLC (PAG) in October 2020. Sharon is currently serving as the CEO and is leading the firm’s crypto tax and accounting practice. Crypto Tax Advisors moved all its clients to PAG and subsequently, it no long operates as a service provider on its own.
Our Services
Polygon Advisory Group LLC is a CPA firm specializing in providing crypto tax and accounting services to individual and business clients throughout the U.S. and worldwide. We focus on serving crypto businesses and individual crypto clients with large number and highly complicated transactions.
We have a team of highly experienced crypto tax specialists who are also personally a crypto investor. We are not only a crypto tax service provider, we are also part of the crypto community. We speak your crypto language and we understand your crypto journey. So far, our team has served over 1,000 crypto clients. We have seen all kinds of situations and we are experienced in handling any cases, from straightforward to very complicated issues. We also helped many clients successfully save a lot of crypto taxes.
Our Product
In addition to serving crypto clients, we also created a one -of-a-kind DIY online course to help crypto investors get crypto tax calculation done on their own by using CoinTracking.info, one of the top crypto tax software in the market. This is the only course that will give you a step by step proprietary blueprint with detailed practical examples on screen that you can follow to get your crypto account reconciliation done. If you are having trouble finding a qualified crypto tax service provider or cannot afford hiring a crypto CPA to do the work for you, this course is your solution!
Crypto Service Plans for Individual Clients
We use one of the world's top crypto tax software, CoinTracking.info to perform crypto account reconciliation and crypto tax calculation for our clients. We also provide tax return preparation and tax consulting services as a one-stop-shop solution.
Each of individual our crypto tax service plans includes the following:
✓ Crypto account reconciliation
✓ Crypto tax report preparation
✓ Current year federal & home state tax return preparation (additional fees apply to multistate and additional forms)
✓ Complimentary tax return extension preparation upon request if sign up for our service by March 1st
✓ Tax planning and tax advisory service can be added at extra cost
Crypto Service Plans for Business Clients
Each of our business service plans includes the following monthly services:
✓ Crypto accounting/bookkeeping
✓ Traditional accounting/bookkeeping
✓ Preparation of financial reports (Balance Sheet & Income Statement)
✓ Preparation of crypto tax reports (Capital gain/loss, closing position)
✓ Ongoing advisory/consultation regarding tax & accounting issues
✓ Monthly status meeting
✓ Preparation of current year business tax return, including federal and home state (additional fees required for additional forms or multi-state returns)
Tax Services
Crypto Tax Calculation
Individual Tax Return Preparation
Business Tax Return Preparation
Tax Planning and Advisory
Tax Audit Defense
Accounting Services
Bookkeeping for Blockchain Companies
Cryptocurrency Accounting Services
Outsourced CFO
Entity Structuring
Meet Our Founder
Sharon Yip, CPA
Sharon Yip is a CPA and a Certified Cryptocurrency Expert. She received her Master of Science degree in Accounting - Tax Consulting from University of Virginia.
Sharon has over 20 years of tax experience in public accounting and industry. She has held high level positions throughout her career, including being a senior tax manager at Deloitte and a corporate tax director at a Fortune 500 company.
Sharon became a crypto investor in 2017. Since then, she has done a lot of trading and she invested in various crypto investment programs such as cloud mining, crypto loan, DeFi etc. She’s also investing in crypto with a Self-directed IRA account. Sharon is very passionate about blockchain technology and Web3, and she prides herself as a member and strong supporter of the crypto community.
Sharon is one of the top crypto CPAs in the U.S. She published crypto tax related articles in Bloomberg Tax etc. and she was interviewed by several news media such as CoinDesk and Bloomberg News as a crypto tax expert. In early 2020, she was invited by the IRS to attend its inaugural Virtual Currency Summit in Washington DC. Currently, she is a member of the CoinTelegraph Innovation Circle.
Since 2018, Sharon has been serving as the U.S. tax advisor for several major crypto tax software companies around the world. In addition to serving clients, she is also passionate about sharing her crypto tax knowledge with consumers and other tax professionals. She's the author of several crypto tax related ebooks and online courses, and she's a CPE instructor specializing in teaching other CPAs about crypto taxation related matters through online seminars.
Want to consult Sharon about your crypto tax issues?
Free Resources
Your Crypto Tax Questions Answered for Investors by CPA Sharon Yip, Part 1
Your Crypto Tax Questions Answered for Investors by CPA Sharon Yip, Part 2
NFTs and Taxes: What You Need to Know
Crypto Tax Information
Questions? Click Below to Contact Us.
What Our Clients Are Saying
“Sharon and her team provide quality services and are extremely knowledgeable. I would recommend them to anyone involved in crypto. They gave me peace of mind for a reasonable price. They are transparent and make it easy to document your trade history. These guys will save you money in the long run.”
— Jordan
“Don't stress over your crypto taxes, get expert advice from an expert that helpful and caring. I highly recommend Sharon, she even followed up with me! how often does that happen in this internet age? Get your consultation today to calm your mind.”
— Holly
“Sharon was awesome! Very professional and attentive to my particular situation. My cost was clearly explained before I was asked to make any financial commitment for her services. No games. She's my new go-to for everything crypto tax related.”
— Kirk
“I had a large amount of crypto currency transactions in 2018 and was very worried about the tax reporting. Sharon worked with me. I found her very professional. She also charged me a very reasonable amount.”
— Muhammad
“Tax year 2019 was my first time having to declare my Cryptocurrency trading and it was a total mess. Thankfully, I found good reviews on Crypto Tax advisors and Sharon was a godsend. She was very knowledgeable and helped me figure out and reconcile over 2000 trades with a whopping missing 400 transaction until none were missing. Everything was well done and I was able to file my taxes properly. I am very impressed and thankful and will definitely use them again next year!”
— Lionel
“Crypto Tax Advisors was an extremely valuable resource for me to report my crypto gains and losses on my tax return last year. Sharon is very knowledgeable about the current tax laws regarding reporting cryptos, as well as, the other required filings for foreign exchanges. I enjoyed working with Sharon and will do so again this year. She gives me 100% confidence that my tax reports are accurate. Highly recommended!”
— Mike