Start with the record issue
Practical checks for missing history, unmatched movements, and overlapping imports. Each guide explains what to compare, what evidence to keep, and what to bring to your CPA or EA.
01 / Missing history
Find the earlier acquisition and the gaps behind a missing cost basis warning.
Read the guide02 / Unmatched transfers
Compare both sides of a movement, including timestamps, assets, and fees.
Read the guide03 / Overlapping imports
Check repeated entries without discarding separate trades or the source history.
Read the guide04 / CPA handoff
Put source exports, ledger notes, and open questions into a package your preparer can review.
Read the guideStart with the original exports and an inventory of accounts and years. Keep changes in a working ledger, with notes that connect each correction to a source. If evidence is missing, name the gap and the affected activity.
The guides cover record organization. Your CPA or EA reviews the evidence and makes the tax decisions for your return.
Work directly with Elena Mocchi
Tell Elena which records you want to organize and what needs attention.
Message Elena on Telegram@crypto_cpa_flPrefer a quick start? Try the free profit calculator in Telegram