Crypto Tax Software vs Accountant: Which Do You Need?

Crypto tax software vs accountant: software is the right choice for simple portfolios (single exchange, buy-and-hold, no DeFi). A crypto tax accountant is the right choice when you’ve done DeFi, bridged between chains, provided liquidity, held wrapped tokens, have multiple unfiled years, or your software produced numbers you can’t explain. This page helps you tell which situation is yours.

Article by Matt Walrath, Founder, Crypto Tax Made Easy

Last updated: September 14, 2026

Crypto tax software vs accountant comparison illustration

Which option is right for you? The 6-option matrix

Option	Best for	Handles complex DeFi	Handles multi-year catch-up	Price range (2026)
Koinly (DIY)	Exchange-heavy portfolios, broad exchange coverage, multi-country reporting. CTME partner.	Limited — complex DeFi generally needs manual reconciliation	Possible but tedious	~$49–$279/yr
Awaken (DIY)	DeFi-native users, strong LP and bridging coverage. CTME partner.	Strong DeFi coverage among DIY options	Possible but tedious	Tiered by transaction volume; check awaken.tax for current pricing
Summ (DIY)	Multi-jurisdiction use cases, AU-based with global reach. CTME partner.	Moderate; strong multi-country reporting	Possible but tedious	Check summ.tax for current pricing
CoinLedger (DIY)	Simple US retail, official TurboTax partner	Limited on complex DeFi	Tedious	~$49 entry, up to ~$499 for high-volume tiers
TokenTax (VIP tier)	Moderate to complex portfolios, US-focused	Yes	Yes	VIP tier from $3,499 (check tokentax.co)
Crypto Tax Made Easy	Complex DeFi, multi-year, high-value portfolios	Yes, with human reconciliation	Core service	Starts at $1,500 and scales with complexity

Pricing shown as current published ranges; verify directly on each provider’s site. Partner relationships: Koinly, Awaken, and Summ are CTME referral partners.

The Moment Most People Realize Their Software Got It Wrong

It usually happens at one of three moments.

The first: you’re reviewing your Koinly or CoinLedger report and you see a five-figure gain on a token you swear you broke even on. You dig in. It’s a wrapped token. Or a bridge transaction. Or an LP deposit the software read as a sale.

The second: your CPA emails you back. “These numbers don’t reconcile.” They don’t want to touch it.

The third: a CP2000 notice arrives from the IRS. The exchange reported one number. You reported another. Now you have 30 days to respond (60 if you live overseas).

We hear some version of this almost every week. It’s common for us to take on a client whose software flagged substantial “gains” on an LP position that, once reconciled properly, turned out to be a net loss. They’d already filed. We had to amend prior years.

Software didn’t fail her because it’s bad software. It failed her because what she did on-chain is genuinely outside what any automated tool can categorize without human review.

What Crypto Tax Software Actually Does Well

Let’s start with what software gets right, because plenty of people are being sold professional services they don’t need.

Koinly, Awaken, and CoinLedger (and CoinTracker, and Summ) are genuinely good at:

Pulling transactions from major exchanges via API
Categorizing simple buys, sells, and transfers
Calculating capital gains using FIFO or specific ID
Generating Form 8949 and Schedule D for most retail traders
Tracking cost basis across wallets you’ve connected

For someone whose full crypto activity is “bought BTC and ETH on Coinbase, moved some to a hardware wallet, sold when the price looked good,” software does the job. You don’t need us. You don’t need anyone. Pay the $49 or whatever, export the 8949, drop it into TurboTax, done.

We’re partners with Koinly, Awaken, and Summ for exactly this reason. They’re good tools. We use them ourselves on every client file. Our DIY Crypto Tax Course even teaches people how to run Koinly or Awaken on their own. The software does the calculations. That’s the bulk of the work for simple portfolios.

Software problems start when “simple” stops describing what you actually did.

The Best Crypto Tax Software Options (Who Each One Is Built For)

If you’re comparing options, here’s how the major tools differ. We’re partners with Koinly, Awaken, and Summ and use all of them on client files; this is how we actually describe them to clients asking which one fits. For the full use-case breakdown, see our pillar: Best Crypto Tax Software in 2026, by use case.

Koinly

Koinly is one of the most established crypto tax tools and, as of 2026, supports over 20,000 cryptocurrencies and hundreds of exchanges (verify current counts at koinly.io). It’s our most-used tool across US, AU, UK, and Canadian client work because the exchange coverage is genuinely broad and the multi-jurisdiction reporting is solid.

Strong for: Broad exchange and wallet coverage, multi-country reporting (US, UK, AU, CA, and more), simple on-chain activity, portfolios under a few thousand transactions, anyone wanting to run it themselves with help from our DIY course.

Where you’ll still want a human: DeFi activity in general. Koinly’s DeFi handling is limited; concentrated liquidity positions (Uniswap V3, Curve), wrapped tokens where the treatment is legally ambiguous, bridging across multiple chains, missing cost basis from dead exchanges, and multi-year catch-ups with data gaps all typically need human reconciliation on top of whatever Koinly auto-imports.

Pricing: ~$49 for a small-portfolio tier up to ~$279 for higher transaction counts (current Koinly pricing varies by year and region; check koinly.io/pricing).

Awaken

Awaken is built by crypto-native engineers and is the DeFi-specialist tool in our stack. If Koinly is the generalist we use for most client files, Awaken is what we reach for when someone has gone deep into DeFi.

Strong for: LP positions, farming, bridging, wrapped tokens, newer chains and L2s, DeFi-heavy portfolios where other tools guess.

Where you’ll still want a human: Multi-year catch-ups that include pre-2022 data from dead exchanges, extensive NFT activity with royalty income, any portfolio that’s been audited or is facing an IRS notice, and anyone who wants the work off their plate entirely.

Pricing: Tiered by transaction volume. Awaken’s pricing structure shifts from time to time, so we don’t publish a specific starting figure here — check awaken.tax for current tiers.

Summ

Summ (formerly CryptoTaxCalculator) is our third partner software. It’s Australian-built with global reach, and we use it most often for clients who need strong multi-jurisdiction reporting or who prefer the Summ workflow over Koinly or Awaken.

Strong for: Multi-country tax reports, moderate DeFi coverage, multi-exchange portfolios, Australian and European clients in particular.

Where you’ll still want a human: Same general categories as Koinly and Awaken — complex DeFi across multiple chains, missing cost basis, multi-year catch-ups, anyone wanting the entire thing off their plate.

Pricing: Check summ.tax for current tiers.

CoinLedger

CoinLedger (formerly CryptoTrader.Tax) is not a CTME partner but is widely used in the US, especially by retail traders who file through TurboTax. CoinLedger has been an official TurboTax partner since 2018 and produces formatted exports (CSV, PDF, TXF) that import into TurboTax Online and Desktop.

Strong for: Simple US retail portfolios, TurboTax filers, basic buy-sell-hold activity on US-based exchanges.

Where it struggles: Complex DeFi reconciliation in our client experience, especially on cross-chain activity and LP positions. We’ve seen CoinLedger reports produce phantom LP gains that resolved to net losses after manual reconciliation. Both CoinLedger and Koinly add chain and protocol support frequently; check each vendor’s integrations page if specific chain coverage is decision-critical for you.

Pricing: ~$49 entry, ~$199 intermediate, and up to ~$499 for the highest-volume tiers (10,000+ transactions per CoinLedger’s own documentation). Check coinledger.io/pricing for current tiers.

TokenTax (full-service tier)

TokenTax offers a full-service reconciliation tier that competes directly with CTME’s core offering. Honest comparison: they’re an established US-focused firm with software of their own.

Where TokenTax is strong: US-only clients who want the software and service bundled under one roof.

Where CTME is different: We’re crypto-native (since 2017) and multi-jurisdiction (US, AU, UK, CA, NZ, and Europe). We use whichever software fits the client (Koinly, Awaken, or Summ), not our own. Our team is 14 people with Chartered Accountants and a US CPA, and we partner with a US tax attorney firm for US tax-attorney-level advisory.

Pricing: TokenTax’s VIP tier (their full-service offering) starts at $3,499. Additional lower-touch tiers exist at lower price points. Verify current pricing at tokentax.co.

If you’re already on one of these, when do you outgrow it?

The trigger is almost always the same. You run the report, the number doesn’t match your mental math, and you can’t figure out why. The software is doing what it was built to do; your situation has grown past what any automated tool can categorize without a human eye on it. That’s the moment to talk to someone.

Every feature, price, and platform-specific claim above will be verified during the high-stakes fact-check before publication.

Where Software Breaks (And Why You Often Don’t Notice)

Here’s the uncomfortable part. Software doesn’t usually break loudly. It breaks silently and produces a number that looks reasonable. Reasonable is worse than wrong-and-obvious, because you file it.

These are the categories where software produces incorrect reports often enough that we flag them automatically:

1. DeFi liquidity pools. Depositing into a Uniswap V3 or Curve LP creates a receipt token. Software frequently reads the receipt token as a sale (taxable), or reads the withdrawal as a fresh purchase (wrong cost basis). Either way, your gain is wrong.

2. Bridging between chains. Bridging ETH from mainnet to Arbitrum sits in a grey area. The IRS hasn’t issued definitive guidance. Many crypto tax professionals treat a bridge as a non-taxable transfer where your economic ownership doesn’t change; more conservative practitioners treat it as a taxable disposal. Software often defaults to treating it as a sale, which inflates your gains under the non-taxable interpretation. We’ve seen clients with substantial phantom “gains” from bridge transactions that should arguably have been net-zero.

3. Wrapped tokens. WBTC, wstETH, stMATIC. Is wrapping a disposal? The IRS hasn’t definitively said. Software picks a default. The default is often wrong for your situation.

4. Missing cost basis. Sent crypto from an exchange you no longer use? Received an airdrop you forgot about? Bought OTC? If the software can’t see the acquisition, it assigns a cost basis of $0. You get taxed on the full sale price.

5. Staking and rewards. Income at receipt, then capital gains at disposal. Most software handles this, but the receipt timing matters, and many protocols auto-compound in ways that break the default logic.

6. NFT mints, royalties, and sales. Mint cost versus gas versus floor value at mint. Royalty income. Sales in ETH where you then held the ETH. Every one of these is a decision the software makes silently.

7. Failed transactions, gas fees, and dust. Real tax implications, often uncategorized.

8. Multiple years of activity with data gaps. If you used an exchange that shut down (looking at you, FTX, Celsius, BlockFi), the historical data may be gone. Software can’t reconstruct what it can’t import.

Look, none of this is a failure of the software. It’s a limitation of automated categorization. The tools are doing exactly what they were built to do. The problem is that the marketing implies they can handle anything, and for roughly half the people paying for the top tier, they can’t.

If any of these categories broke your software, you’re in the situation we handle every day.
Request a free quote →
Koinly · Awaken · Summ partner | 6.7M transactions reconciled | 737+ done-for-you reconciliation clients

The Quick Test: Do You Need an Accountant?

Before you read another word, answer these. If you say yes to any of them, software alone probably isn’t enough.

Have you used more than five exchanges or wallets across your crypto history?
Have you interacted with any DeFi protocol (Uniswap, Aave, Curve, GMX, Pendle, etc.)?
Have you bridged crypto between chains?
Have you provided liquidity, farmed yield, or staked with a protocol (not just an exchange)?
Do you have two or more years of unfiled crypto taxes?
Does your portfolio value exceed $100K, or did your realized gains exceed $50K?
Has your software produced a number that feels wrong, and you can’t explain why?
Did you receive a CP2000 notice, or is the IRS asking questions?
Did a general CPA tell you they “don’t do crypto”?

One yes means you should probably talk to someone. Three or more and you’re past the point where software can solve this cleanly.

Crypto Tax Software vs Crypto Tax Accountant: Direct Comparison

What to weigh alongside the fee

IRS underpayment penalties on crypto tax mistakes typically range from 20% to 75% of the shortfall, plus interest. On a $50,000 mistake that’s $10,000 to $37,500 before interest. On a $200,000 mistake it’s $40,000 to $150,000. That’s what our fee is priced against, not against the $49 software subscription.

Dimension	Crypto Tax Software (Koinly, CoinLedger, Awaken, etc.)	Crypto Tax Accountant (CTME)
Best for	Simple buy/hold portfolios, single exchange, under ~500 transactions	Complex DeFi, multi-chain, multi-year, high-value portfolios
What you do	Connect APIs, review categorizations, export reports	Send wallet addresses and read-only API keys. Download the finished report.
Time cost (you)	4-15 hours for moderate portfolios, more if you have DeFi. Our average client saves 100+ hours versus doing it themselves.	20 minutes to an hour of onboarding. We do the rest.
Accuracy on simple activity	High	High (we use the same software)
Accuracy on DeFi/bridging/LP	Low without manual review	High (manual reconciliation is the entire service)
Missing cost basis handling	Assigns $0 (you get overtaxed)	Reconstructed from on-chain history where possible
Multi-year catch-up	Tedious and often incomplete	Core service. 737+ direct done-for-you reconciliation clients; 6.7M transactions reconciled across all engagement types.
Audit defense / CP2000 response	Not offered	Not included in the core reconciliation engagement. Available as an add-on for clients who file through our US CPA partner.
Tax optimization (loss harvesting, cost basis method)	Automated suggestions	Strategic review by a crypto-native accountant
Price (2026)	$49 to ~$500 per year (DIY tiers); TokenTax VIP from $3,499	Starts at $1,500 and scales with complexity and transaction count
When it’s the right choice	Simple portfolio, under $100K, no DeFi, on top of filing every year	You’ve tried software and hit a wall, or your situation exceeds what software was built for

Categories of issues reconciliation catches

DeFi reports showing five or six-figure phantom gains that reconcile to net losses after LP positions are correctly categorized
Retail portfolios where CP2000 notices arrive because OTC-bought or transferred-in tokens had no cost basis imported
Staking-heavy exchange activity where reward timestamps were valued at the wrong spot price and the error compounded over multiple years
Multi-chain activity where bridge transactions were miscategorized as sales
Wrapped token events the software flagged as disposals when the client’s interpretation was non-taxable

We use Koinly, Awaken, and Summ on every engagement. In most cases the software handles up to about half of the reconciliation work, sometimes less on DeFi-heavy files. The rest is human judgment: chain-by-chain review, fixing miscategorized LPs, reconstructing missing cost basis, and choosing the right tax treatment for grey-area events. That’s where the value sits.

What “Hiring a Crypto Tax Accountant” Actually Looks Like

This is the part most people don’t know about until they’ve done it, so here’s the honest walkthrough.

Onboarding (20 minutes to an hour, depending on how many wallets you’ve used). You add your wallets and exchange connections into the software we’ll be using on your file (Koinly, Awaken, or Summ, depending on what fits your situation). You fill out a short questionnaire about what you did on-chain. No passwords or private keys are ever shared.

Reconciliation (our team, 2-6 weeks depending on complexity). Our accountants go transaction by transaction through the flagged items, correct the categorizations software got wrong, fill in missing cost basis, reconstruct anything from dead exchanges, and apply the optimal cost basis method for your situation.

Review (about 30 minutes of reading). We deliver the completed report along with a written breakdown summary that explains the key decisions we made on flagged transactions and anything worth knowing for next year. If you have questions, you reply by email and we answer them.

Delivery. You get a tax-ready report. If you file yourself or with your CPA, you hand them the 8949. If you want filing done for you, we introduce you to our US CPA and US tax attorney partners.

The “hands-off” experience people talk about is real, but it’s not magic. It’s a team of 14 crypto-native accountants doing the manual work that software can’t automate.

What You Actually Share, and What You Don’t

This is the question most high-net-worth prospects ask us privately: is it safe to hand over my crypto information to an accountant?

Here’s the plain answer.

Wallet addresses are already public. Anyone with your ETH address can already see every transaction it ever made. You’re not “sharing” anything private by giving us one. What we do with that public information is analyze it and produce a tax report.

Exchange connections use read-only API keys. You generate the key yourself, and you control exactly what permissions it has. Standard setup is read-only: we can see balances and transactions, we cannot move or withdraw funds. You can revoke the key the moment we’re done.

You never share passwords, private keys, or seed phrases with us. Ever. Anyone claiming to need those in a tax context is running a scam. We’d refuse them if offered.

Document handling. Records are stored and handled under Australian privacy law through our operating entity. We don’t resell data. We don’t share information beyond the introductions you explicitly approve (for example, to our US CPA or tax attorney partners). Specific data handling practices are documented in our privacy policy and will be covered in your engagement letter.

If you want to talk through exactly what you’d share with us before committing to a quote, that’s a reasonable conversation and we’re happy to have it.

Who Should Stick With Software

Being straight with you: most people reading this page should probably just use Koinly or Awaken.

Stick with software if:

Your activity is mostly buy, hold, occasional sell on a major exchange
You have under 500 transactions in a tax year
You haven’t touched DeFi, LPs, or bridges
Your portfolio is under $100K and your gains are under $50K
You’ve been filing consistently, no backlog
Your report numbers match your mental math and exchange statements

If that’s you, grab Koinly or Awaken. If you want help running it yourself, our DIY Crypto Tax Course walks through exactly how. No upsell needed. Saving you money on the wrong service is better than taking money we shouldn’t.

Who Should Hire an Accountant

On the other hand, hire a pro if:

You’ve got serious DeFi activity across multiple chains
Your software is producing numbers that don’t match your reality
You have two-plus unfiled years, or an IRS notice
Your portfolio value crossed $100K, or realized gains crossed $50K
You’re going through a major life event (large realization, moving states, dual-jurisdiction filing)
You tried once and gave up, and it’s been sitting on your to-do list for months

For US filers, that’s exactly the work our US crypto tax service handles end-to-end: full Form 8949 and Schedule D reconciliation, multi-year catch-ups, and coordination with our US CPA partner when the engagement also needs filing or IRS representation. Filing in Australia? Our Australian crypto tax service does the ATO equivalent, including CGT-discount and data-matching reconciliation.

The budget rule of thumb: if the tax mistake could cost you more than the engagement fee, hiring a pro is insurance, not an expense. On a $50K mistake, 20-75% penalties plus interest can mean $10K-$37K+ before interest alone. Our average engagement is well under that.

(And if the budget is genuinely tight but the situation is complex, we offer an hourly rate for specific-scope work instead of a full engagement. Or we point you to the DIY course.)

If that list describes you, you’re who we built this service for.
Request my free quote →
Matt Walrath, founder · 14-person team · US CPA on staff · US tax attorney partner · Partners of Koinly, Awaken, Summ

Koinly vs Accountant, CoinLedger vs Accountant, Awaken vs Accountant: The Honest Answer

We get asked this constantly. Here’s how we actually think about it.

Koinly vs accountant: Koinly is one of the best crypto tax tools on the market. We use it on client files every day. “Koinly vs accountant” is the wrong question. The real question is “Koinly alone vs Koinly plus human reconciliation.” For simple portfolios, Koinly alone is fine. For complex ones, Koinly plus a human is the right answer, which is what we provide.

CoinLedger vs accountant: CoinLedger is heavily optimized for the DIY retail user. Great for simple cases. In our client work we’ve seen CoinLedger reports produce issues on complex DeFi activity more often than Koinly, particularly on LP positions and cross-chain reconciliation. Both tools evolve quickly; if you’re on CoinLedger and something feels off, that’s worth taking seriously.

Awaken vs accountant: Awaken is excellent at DeFi specifically. It’s built by crypto-native engineers and handles LP positions, wrapped tokens, and bridging better than most. Awaken plus a DIY approach can work for a technically sophisticated user. Awaken plus our reconciliation is what we use for DeFi-heavy clients.

Bottom line: your software isn’t the problem or the solution. The question is whether your situation needs the layer of human judgment on top.

Our Track Record

1,410+ crypto investors served, including limited-scope reviews. 737+ have used our done-for-you reconciliation service directly. 6.7 million transactions reconciled. $100.2M in overstated capital gains corrected and a $30.8M modelled estimated federal tax impact across a US-only 2021 to 2026 client impact study. Those are cumulative numbers across our book, not a promise for your file. If you want the detail, here is the full breakdown of what we corrected.

What they mean in practice: simple cases save you time and produce a report you can file. Complex cases often uncover errors the software produced silently — phantom gains, missing cost basis, incorrect timing on staking rewards — and correcting them can shift your tax liability materially. We can’t guarantee any specific outcome for you. What we can say is we’ve done enough of this work across enough on-chain situations that we usually know what to look for.

Decision Framework: One More Time, Simple

Simple portfolio, in control, on top of filing? Use Koinly, Awaken, or CoinLedger. You’re good.
Complex DeFi, multi-year, or an IRS notice? Hire an accountant. Software alone is going to cost you more than the engagement fee in errors.
Somewhere in between? Request a quote. Free. If we think software is enough for you, we’ll tell you. We’ve told plenty of people that and sent them to the DIY course.

FAQ

Is crypto tax software accurate? For simple portfolios (single exchange, buy and hold, no DeFi), yes. For complex portfolios involving DeFi, bridging, liquidity pools, wrapped tokens, or missing cost basis, crypto tax software often produces incorrect results that users don’t catch. The software hasn’t failed. It’s just operating outside what it was built to automate.

When should I hire a crypto tax accountant? Hire one if you have DeFi activity, multi-chain transactions, two or more unfiled years, an IRS notice like a CP2000, a portfolio over $100K, or a software report producing numbers you can’t explain. For simple buy-and-hold activity, software alone is usually sufficient.

Can Koinly handle DeFi transactions? Koinly handles common DeFi protocols well (Uniswap, Aave, basic staking), but complex situations (concentrated liquidity positions, cross-chain bridges, LP token wrapping, airdrops with unclear timing) typically require manual review. Koinly itself recommends professional help for complex portfolios, which is part of why Crypto Tax Made Easy is a recommended Koinly partner.

Do I need a CPA to file my crypto taxes? No. Most retail traders file directly using their crypto tax software output plus TurboTax, H&R Block, or similar. You need a crypto-specialist accountant when your situation exceeds what software can reconcile accurately, not because filing requires a CPA credential.

What’s the difference between a general CPA and a crypto tax accountant? A general CPA typically doesn’t understand on-chain activity. They can’t reconcile DeFi transactions, don’t know what a liquidity pool is, and often refuse crypto clients. A crypto tax accountant specializes in reconciling on-chain activity, handling DeFi complexity, and applying tax rules that are specific to crypto (cost basis methods, staking income timing, bridging treatment).

How much does a crypto tax accountant cost compared to software? Software ranges from $49 to roughly $500 per year for DIY tiers. Full-service software options (like TokenTax’s VIP tier) start at $3,499. Professional reconciliation engagements at CTME start at $1,500 and scale with transaction volume, number of chains and protocols involved, and whether multiple tax years are included. The decision isn’t about which is cheaper. It’s about whether your situation can be handled accurately by software alone.

Is TurboTax or H&R Block better for crypto? Neither is built for crypto specifically. Both accept the Form 8949 output from crypto tax software (Koinly, CoinLedger, Awaken, Summ) and both file it as part of your return. The choice between TurboTax and H&R Block comes down to whether you prefer TurboTax’s interview flow or H&R Block’s flat-rate pricing. What actually matters for crypto is whether the 8949 is accurate before it gets imported into either one. That’s the reconciliation question this page is about.

Can you fix a crypto tax report that my software got wrong? Yes. A significant share of our work is clients who filed using software, realized something was off, and need the prior years amended. We reconcile the on-chain history, produce corrected reports, and coordinate amendments with our US CPA and tax attorney partners.

Is it too late to catch up on multiple years of unfiled crypto taxes? No. Multi-year historical catch-up is a core part of what we do. The IRS’s voluntary disclosure posture is generally more lenient for people who come forward before the IRS contacts them than for people who get caught first. The earlier you start the catch-up, the better your options.

What if you find out I owe way more than I thought? Most clients who were scared of the number are relieved by it once they see the actual picture, because reconciling properly almost always corrects phantom gains that inflated the software estimate. On top of that, voluntary catch-up has better outcomes with the IRS than being found. We’ve had plenty of clients regret waiting. We’ve not had one regret catching up.

Is it safe to share wallet addresses and exchange data with a crypto tax accountant? Yes, when it’s done correctly. Wallet addresses are public on-chain info. Exchange connections use read-only API keys you generate and can revoke at any time. You never share passwords, private keys, or seed phrases — anyone asking for those in a tax context is running a scam. Records are handled under Australian privacy law through our operating entity.

Do you work with smaller portfolios? Our full-service minimum engagement typically starts around $1,500. If your situation is simpler than that justifies, we offer hourly-scope work for specific questions, or we’ll point you to our DIY Crypto Tax Course so you can run the software yourself. We’d rather send you to the right place than take money we shouldn’t.

How do I know you’re legitimate? 737+ done-for-you reconciliation clients. 6.7 million transactions reconciled. $100.2M in overstated capital gains corrected across a US-only 2021 to 2026 client impact study. 14-person team including Chartered Accountants and a US CPA. Recommended partners of Koinly, Awaken, and Summ (with backlinks from their sites). Partnership with a US tax attorney firm. Founder Matt Walrath has spoken at the Australia Crypto Convention and been a guest on the Binance podcast.

Decide what help you need

If you’ve read this far, you probably know which side of the line you’re on. If you’re still not sure, that’s actually the most common reason people reach out.

Tell us what you did on-chain. We’ll tell you honestly whether your situation needs a full reconciliation, hourly-scope help, or just the DIY course.

We’ve told plenty of people to stick with software. We’d rather do that than take on work we shouldn’t.

Request my free quote →

Free. No obligation. Usually a 48-hour turnaround. If the situation turns out to be simpler than you thought, we’ll tell you and point you at the DIY course instead.

Koinly partner · Awaken partner · Summ partner · 6.7M transactions reconciled · 737+ done-for-you reconciliation clients · $100.2M in overstated gains corrected

About the author

Matt Walrath

Founder of Crypto Tax Made Easy. Matt has worked in crypto tax since 2017, leading reconciliation work across DeFi, cost basis cleanup, exchange tax forms, and tax software reviews. CTME has reconciled 6.7M+ transactions for 1,410+ investors, and Matt has appeared with Binance and spoken at the Australia Crypto Convention.

This article is for general educational and informational purposes only and does not constitute tax, legal, accounting, or other professional advice. Tax rules change and individual circumstances differ. Consult a qualified tax professional about your specific situation before acting on anything here. Any reliance on this content is at your own risk.