Records review
Understand what is missing and what needs attention.
- Exchange & wallet inventory
- Record gaps & software warnings
- Written cleanup plan
From$75USD
For U.S. crypto investors
Crypto records
not adding up?
Let’s reconcile them.
Missing cost basis, duplicate imports, or unmatched transfers? Start with a records review, then agree the cleanup or CPA-ready handoff your history needs.
Records review from $75 USD. Scope and quote agreed before work begins.
Elena Mocchi · Florida CPA · License #53185
Check current license status with Florida DBPRCrypto tax software we work with
Elena reviews transaction histories and reports from these services for cleanup, reconciliation, and your CPA handoff.
Formerly Crypto Tax Calculator
The records, file formats, and work included are agreed before your review begins.
01 / Services
Crypto reconciliation services.
Choose the support your records need. We agree the scope before work begins.
Transaction
cleanup
Bring scattered activity into a documented transaction history.
- Transfer & duplicate review
- Activity classification
- Documented gaps & assumptions
From$200USD
CPA-ready
handoff
Give your tax preparer the records and context needed for review.
- Transaction cleanup included
- Source index & review notes
- Open questions for your CPA or EA
From$350USD
Starting prices depend on transaction volume, sources, years, and complexity. You receive a written quote before work starts. Tax filing, advice, representation, and software subscriptions are separate.
02 / The process
How crypto reconciliation works.
Tell us what you have
Share the years, exchanges, wallets, and issue you want to resolve. A brief overview is enough.
Agree the scope
Receive the records checklist, deliverables, price, and timeline before work begins.
Review & hand off
Get organized records, supporting notes, and a list of open items for your tax preparer.
03 / Recordkeeping guides
Start with the issue in your records.
Follow practical checks before your next import or CPA handoff.
01 / Missing history
Missing crypto cost basis
Find the earlier acquisition and the gaps behind a missing cost basis warning.
Read the guide02 / Unmatched transfers
Unmatched wallet transfers
Compare both sides of a movement, including timestamps, assets, and fees.
Read the guide03 / Overlapping imports
Duplicate crypto transactions
Check repeated entries without discarding separate trades or the source history.
Read the guide04 / CPA handoff
Crypto records for your CPA
Put source exports, ledger notes, and open questions into a package your preparer can review.
Read the guide04 / Good questions
Crypto accounting FAQ.
Know what is included and how we work.
What information do I need to provide?
We work with your transaction history and exported records. You remain in control of your wallets and accounts throughout the process.
Can I keep my existing CPA?
Yes. The work is designed to support your CPA or EA with an organized ledger, sources, reconciliation notes, and unresolved questions.
Can you help reconcile my Form 1099-DA?
We can compare your broker statement with source exports and software records, trace missing acquisition history, and document differences for your CPA. Start with the tax year, broker, and issue in your inquiry. Explore the 1099-DA records review.
What if my crypto tax software shows errors?
We review available source records, unmatched transfers, duplicate entries, classifications, and missing history. Any issues that cannot be resolved are documented for review.
Can you work with DeFi, staking, and NFTs?
These activities can be included in the record review. We confirm the available history, complexity, and deliverables when agreeing your scope.
How much will it cost, and how long will it take?
The starting prices above are not automatic quotes. The final price and timeline depend on your sources, transaction volume, years, and record quality. Both are agreed in writing before work begins.
Does this include filing my tax return?
These services cover record organization and reconciliation. Tax advice, return preparation, filing, and representation are separate from this scope. Your CPA or EA reviews the records and makes the decisions for your return.
Work directly with Elena
Let’s make
the numbers clear.
Start with a short conversation about your records.
Message Elena on Telegram@crypto_cpa_flPrefer a quick start? Try the free profit calculator in Telegram