Records review
Identify missing history, import warnings, and the questions worth resolving.
Know where to start.
Ask about a review - Source inventory
- History gaps
- Next-step plan
Crypto records for U.S. investors
Crypto records.
A clear way forward.
Your activity is spread across exchanges and wallets.
Bring the records together — and understand what needs attention.
Review · Reconciliation · Reporting handoff
The work, at a glanceSOURCE → RECORD
Start with your sources
Exchange exports, wallet history, and supporting documents.
Compare & explain
Trace the activity. Document corrections and open questions.
Keep a clear record
An organized package for your tax preparer.
Sound familiar?
Start with
one question.
You don't need every answer before asking for help.
Missing purchase historyThe sale is there. The purchase is not.
Review the available acquisition documents and identify what still needs supporting evidence.
Explore the scopeActivity that appears twiceOne transaction. More than one import.
Compare the source records before deciding which entries represent the same activity.
Explore the scopeTransfers that do not line upYour assets moved. The history lost the connection.
Check the records on both sides of a movement and document what can be matched.
Explore the scopeChoose the scope
A useful starting point.
A defined result.
Work is agreed around your records, with deliverables, price, and timing confirmed before it begins.
Transaction cleanup
Compare the available evidence and work through duplicate activity or transfer mismatches.
Bring the history together.
Discuss cleanup - Source comparison
- Correction notes
- Open questions
Reporting handoff
Prepare the agreed records and supporting notes for your tax preparer.
Keep the explanation with the export.
Plan a handoff - Organized records
- Source index
- Unresolved items
Your next step
Let's untangle
your records.
Start with a short overview. We'll discuss the scope from there.