Transaction
Reconciliation
Your transaction history is the foundation of your entire crypto tax position. If it’s wrong, even slightly, everything built on top of it is wrong too. We build that foundation properly.
We pull raw data from every exchange, wallet, and DeFi protocol. We match transfers across accounts, identify cost basis correctly under both HMRC and IRS rules, classify every transaction type (trade, swap, staking reward, airdrop, NFT, liquidity pool event), and produce a verified, auditable record.
Get a QuoteWhat’s Included
- ✓ Data import from all exchanges (Coinbase, Binance, Kraken, KuCoin, Gemini, and 35+ more)
- ✓ On-chain wallet tracking (Ethereum, Bitcoin, Solana, Polygon, BSC, and more)
- ✓ DeFi protocol reconciliation (Uniswap, Aave, Compound, Curve, and others)
- ✓ NFT transaction reconciliation (mints, sales, royalties)
- ✓ Wallet-to-wallet transfer matching (no phantom gains)
- ✓ HMRC Section 104 pool calculations and IRS cost basis methods (FIFO/HIFO) applied correctly
- ✓ Full audit-ready transaction report delivered to you
What’s Included
- ✓ Capital Gains Tax calculation for all disposals (trades, swaps, sales) under HMRC and IRS rules
- ✓ Income tax calculation for staking, mining, and airdrop rewards
- ✓ Allowances and exemptions applied correctly (annual CGT exemption, losses carried forward, IRS netting rules)
- ✓ UK Self Assessment return completed and submitted, plus IRS Form 8949, Schedule D, and Form 1040 where required
- ✓ Pre-submission review with you so you see exactly what is being filed
- ✓ Filing confirmation and copy of submitted return kept on file
UK and US
Tax Filing
Most people know they should be filing crypto gains. Few know how to do it correctly. HMRC requires you to report every disposal, including trading one crypto for another, not just selling to GBP. The IRS applies the same principle: every trade, swap, and sale is a taxable event that must be reported on Form 8949.
For UK clients, we calculate your exact liability using HMRC’s rules including the Section 104 pool, same-day rule, and 30-day bed and breakfasting rule. For US clients, we prepare Form 8949 and Schedule D using the correct cost basis method. In both cases, we apply every allowance you are entitled to and file your return before the deadline. You review and approve before we submit. Nothing happens without your sign-off.
Get a QuoteTax Authority
Investigation Support
If HMRC or the IRS contacts you about your crypto, it is not something to respond to alone. An HMRC nudge letter or an IRS CP2000 notice is the beginning of a formal process. The wrong response, or no response, makes things significantly worse.
We take over from the moment you receive contact. We review what the tax authority knows, prepare a complete and accurate defence of your position, handle all written correspondence, and if required, represent you through the full enquiry or audit process. Our goal is always the same: a fair and resolved outcome.
Get Immediate HelpWhat’s Included
- ✓ Immediate review of your HMRC letter, nudge letter, IRS CP2000 notice, or audit correspondence
- ✓ Full reconstruction of your transaction history and tax position
- ✓ Written response drafted and sent on your behalf
- ✓ Voluntary disclosure support for both HMRC and IRS (where applicable, significantly reduces penalties)
- ✓ Ongoing representation through the full enquiry or audit if required
What’s Included
- ✓ Year-round retained accountant relationship
- ✓ Quarterly portfolio reviews and tax position updates
- ✓ Tax planning advice before you make significant trades or disposals
- ✓ Annual tax return included (reconciliation + filing) covering Self Assessment and/or IRS returns as applicable
- ✓ Priority access, direct line to your accountant, responses within 24 hours
Ongoing Crypto
Accounting
Crypto tax is not a once-a-year problem. If you’re actively trading, staking, or using DeFi, your tax position changes with every transaction. Catching up at year-end is costly both in time and in missed tax planning opportunities.
As your retained accountant, we track your position throughout the year. We advise before you act. We catch problems before they become HMRC letters or IRS notices. And when it’s time to file, whether that’s your UK Self Assessment or US IRS return, everything is already prepared.
Get a QuoteCommon questions
I’ve been using Koinly for years. Do I need you?
Koinly is a useful starting point but not a finished product. It requires significant manual correction for DeFi, NFTs, wallet-to-wallet transfers, and edge cases. It also does not account for jurisdiction-specific rules such as the HMRC Section 104 pool or IRS cost basis elections. We review and correct Koinly outputs as part of our reconciliation service. In most cases, the adjusted figure is meaningfully different from what Koinly produced.
I haven’t filed my crypto taxes for several years. Is it too late?
No, and catching up proactively is significantly better than waiting for HMRC or the IRS to prompt you. Voluntary disclosure typically results in reduced penalties under both regimes. We handle multi-year catch-up cases regularly. Book a call and we’ll tell you exactly where you stand.
How much does it cost?
Pricing depends on the complexity and volume of your transaction history. A 50-trade year looks very different from 5,000 trades across 8 exchanges. We quote after the free discovery call, once we understand what’s involved. There are no hidden fees and no hourly billing. You know the full cost before we start.
Do you work with US clients as well as UK?
Yes. We work with both UK clients filing HMRC Self Assessment returns and US clients filing IRS returns including Form 8949, Schedule D, and Form 1040. If you have crypto tax obligations in both jurisdictions, we can handle both. Book a call and we’ll confirm exactly what your situation requires.
What do I need to bring to the first call?
Just a rough idea of which exchanges and wallets you’ve used and the tax years involved. You don’t need any prepared data. The discovery call is for us to understand your situation. We’ll tell you exactly what we need afterwards.