Advisory for Crypto & Tax Software Companies

You build the product. We make sure the tax logic inside it is right and the user experience will be great. Based on our years of experience advising software companies, we can provide valuable insights and suggestions to help you get the tax technical part right.

What You Get

  • On-demand crypto tax expertise for product and engineering teams
  • Review of product tax logic, reporting outputs, and customer-facing content
  • Team training sessions on crypto tax topics
  • Guidance on edge cases under current IRS rules

Ways to Work Together

  • Advisory call — $425 per hour. For clients who only need one-off or occasional consultation.
Book an Advisory Call 
  • Advisory call pack — $1,500 for 4 one-hour sessions. All the sessions must be used within 3 months of purchase, with one 30-day extension available on request. Reschedule with at least 24 hours' notice.
Purchase an Advisory Call Pack 
  • Scoped project — fixed quote. Product tax-logic reviews, team trainings, content review. Quoted after a free 15-minute fit call once scope is clear.
Book a Free 15-Minute Fit Call

Special Advisory Pricing for Pre-Revenue & Pre-Funding Startups

We offer discounted pricing to pre-revenue & pre-funding startup crypto or tax software companies with a unique product offering that we are interested in.

Fill out the application form below if you would like to get our advisory service. If approved, you will receive a link to purchase an advisory call pack at $1,000 for 4 one-hour call sessions that you can use within 3 months after purchase (a 30-day extension is available).

Terms

Payment is required upfront. All the sales are final — no refunds. Unused pack sessions expire after 3 months (plus one 30-day extension on request). Startup pricing requires an approved application.

What This is NOT

This is not crypto reconciliation, tax return preparation, IRS representation, or ongoing compliance work. That is full-service work handled by our affiliated firm, Chainwise CPA. Crypto Tax Advisors is advisory only — which is what keeps it fast, flexible, and usable without a firm engagement.

Next Step:

If you are new to us, book a free 15-minute fit call to find out if we are the right fit for each other. Pre-revenue and pre-funding? Apply for startup pricing by using the application form above.