Crypto Tax Advisors
Welcome To
Crypto Tax Mistakes Are More Common Than You Think.
We help investors and businesses identify errors, fix inaccurate reporting, and implement defensible crypto tax strategies, before they become IRS problems.
Problems We Solve
We specialize in helping client solve issues like:
Missing or incomplete transaction history
Incorrect cost basis from software
Misclassified transactions (airdrops, rewards, bridges)
Wallet balances that don’t reconcile
1099-DA mismatches
We make sure your numbers all tie out so that your tax return is defensible and you can sleep well at night.
Our Process
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Import all transaction data to a crypto tax software
Identify and fix missing transactions
Reconcile wallet balances
Correct pricing and valuations
Properly classify transactions
Prepare accurate tax reports
Match and reconcile 1099-DA
This is the level of detail required to produce a defensible crypto tax report.
How We Work Together
Two Ways to Work with Us
1. Strategy & Advisory (Crypto Tax Advisors)
For investors who want clarity, second opinions, or planning guidance.
1:1 consultation call with Sharon Yip, CPA
Review your current crypto tax situation
Identify potential errors or risks
Answer your key questions
Provide clear next steps
(Note: We cannot provide full transaction reconciliation, tax return amendment or any detailed calculation on the call.)
2. Full-Service Implementation (Chainwise CPA)
For clients who want everything handled end-to-end.
Crypto transaction reconciliation
Tax preparation and reporting
Ongoing advisory and support
Our CPA firm (Chainwise CPA) handles full-service implementation.
In a nutshell:
Crypto Tax Advisors provides strategy and education.
All crypto account reconciliation, tax preparation and implementation services are performed by our CPA firm, Chainwise CPA.
Meet Our Founder
Sharon Yip, CPA
Founder of Crypto Tax Advisors and Co-founder/CEO of Chainwise 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 is a renowned expert in cryptocurrency tax and accounting with over 20 years of experience in public accounting and corporate tax. She became a crypto investor in 2017 and founded Crypto Tax Advisors (CTA) in 2018 to address the unique tax challenges faced by crypto investors. Sharon's deep understanding of crypto regulations and tax laws has made her a sought-after speaker and educator in the field.
Career Highlights:
Public Accounting: Over 13 years of extensive experience with national accounting and Big 4 firms, providing tax consulting and compliance services.
Corporate Tax: Managed tax departments for large multinational corporations.
Crypto Expertise: Specializes in crypto tax compliance, planning, and advisory services since 2018.
In 2020, Sharon co-founded Polygon Advisory Group, LLC, DBA Chainwise CPA, where she continues to lead a team of dedicated professionals in delivering top-tier crypto tax services. Her commitment to client success and personalized approach ensures that each client receives tailored solutions for their specific needs.
Education and Credentials:
Certified Public Accountant (CPA)
Master of Science in Accounting - Tax Consulting (MST)
Certified Cryptocurrency Expert
CPE Instructor
Sharon is passionate about educating the crypto community and fellow tax professionals, having published numerous articles and conducted online courses on crypto tax topics. Her expertise and dedication have earned her a reputation as a trusted advisor in the crypto industry.
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
