Give your tax preparer the transactions and the context
A dashboard total is difficult to review without the history behind it. The CPA-ready handoff brings together the transaction ledger, supporting sources, reconciliation notes, and questions that still need attention.
This service is for investors preparing records for their existing CPA or EA. It also helps you establish what is available before discussing a broader tax engagement.
What goes into the handoff
| Deliverable | What it helps your preparer review |
|---|---|
| Organized transaction ledger | Activity for the agreed sources and years, with source references where available. |
| Reconciliation notes | Transfers, duplicate review, classifications, and the reasons behind corrections. |
| Source index | The exports and histories used, their periods, and the accounts they cover. |
| Open-items list | Missing evidence, assumptions, and decisions requiring further review. |
Start with your preparer’s requirements
Tell Elena what your CPA or EA has requested: the years, sources, and preferred file format. If the requirements are unclear, start with a brief overview of your records and the question you need to resolve.
The package format and deliverables are confirmed before work begins. A suitable method for sharing records is agreed as part of the scope review.
Scope and starting price
The CPA-ready handoff starts from $350 USD and includes transaction cleanup within the agreed scope, a source index, reconciliation notes, and open questions for your preparer.
Your CPA or EA reviews the package and makes the decisions for your return. Tax advice, return preparation, filing, representation, and software subscriptions are separate services.
CPA-ready crypto records FAQ
Does this package include filing my U.S. tax return?
No. The package covers record organization, reconciliation, and documentation. Filing, tax advice, and representation are separate engagements.
Can I send it to my existing CPA or EA?
Yes. The package is prepared for their review, and the agreed output format can reflect their requirements.
What happens to unresolved questions?
They are kept in the open-items list with the available context and sources, so your preparer can assess what further evidence or decisions are needed.
Is transaction cleanup included?
Yes, within the written scope of the CPA-ready handoff. The quote reflects the volume, sources, years, and complexity of the records to be covered.
Make the source index useful to your preparer
For each file, identify the account, export period, export date, and time zone. Use a consistent source name in the ledger and review notes so your CPA or EA can follow a question back to the underlying history.
- Original records: retain the source exports alongside working copies.
- Corrections: connect a changed row to the evidence and reason for the change.
- Open questions: identify the affected asset, account, period, and missing evidence.
The crypto records checklist for your CPA shows an illustrative source index and the six parts of a practical package. Confirm your preparer’s preferred format and years before assembling the handoff.
For CPA and EA practices
If your client’s crypto history needs organization before your review, start with the sources, years, and file format you require. The handoff can bring the agreed ledger, source index, reconciliation notes, and open questions together for your practice.
Use the illustrative record package to see how reviewed entries connect to source rows and unresolved evidence. Include your preferred format and the client’s record issue in a short inquiry.