A focus on organized crypto records
Elena Mocchi works with U.S. crypto investors on record organization, transaction reconciliation, and preparation of a documented handoff for their CPA or EA.
The work starts with the records you have: exchanges, wallets, available years, and the problem you want to resolve. Deliverables, price, timeline, and record-sharing arrangements are agreed before work begins.
Florida CPA credential
Elena Mocchi is a Florida Certified Public Accountant (CPA), license #53185.
Check license #53185 with Florida DBPR for the current license status.
How the record work is approached
- Connect the sources. Identify what each export or wallet history covers.
- Make corrections traceable. Link review notes to the available supporting records.
- Keep uncertainty visible. Document gaps, assumptions, and items requiring further review.
- Support your preparer. Provide an organized package with the context they need.
Example of a documented review
Illustrative example: an exchange history shows an outgoing movement and a wallet history shows a corresponding receipt. The records are compared, any proposed link is documented with the available evidence, and unresolved details remain in the review notes.
The record package should let your tax preparer follow the reasoning behind a correction, rather than see only a final total.
See the record package
The illustrative package shows how source rows, a working ledger, reconciliation notes, and open questions fit together. Its fictional data demonstrates the review method.
Services and engagement scope
Choose a records review, transaction cleanup, or a CPA-ready handoff. Each service has a written scope based on the sources, years, and complexity involved.
These offerings cover record organization and reconciliation. Tax advice, return preparation, filing, representation, and software subscriptions are separate from the listed record services.
Contact Elena Mocchi
Start a conversation through @crypto_cpa_fl on Telegram. A short overview of your years, platforms, and record issue is enough for the first message.
Financial records are shared through the method agreed for your scope. We work with your transaction history and exported records. You remain in control of your wallets and accounts throughout the process.