Your clients are already in crypto. Here is how the file actually gets done.
Most crypto tax courses teach you how to file once you have the data. Crypto Tax Academy teaches you how to get the data right, which is the part that actually determines whether the filing is accurate.
I have been on both sides of the transaction, the trade and the tax file.
Built from practice
I am the person CPAs call when a crypto file is a mess.
I am not a CPA. I have been cleaning up and rebuilding crypto client files for years, and I am still doing that work every week. Everything in the course came out of it.
Nobody should have to learn crypto tax the hard way when someone has already walked the path.
The workflow, start to finish
Seven modules. Thirty-six lessons. Taught end to end on a complete demonstration file, built around the errors that actually turn up, so you know what to do when something does not line up.
What a Crypto Client File Actually Looks Like
What a crypto client file looks like when it arrives, why crypto data is structurally different from every other financial record, and the professional risk created when it is handled without a workflow.
Mapping Every Account Before You Import
Structured client intake and a complete portfolio map documenting every account, platform, and address before anything is imported. This is the step that makes the rest of the work hold.
Koinly Setup for Professional Use
The accountant plan rather than the consumer plan. Client file configuration, jurisdiction and entity settings, and cost basis method, all set correctly before any data goes in.
Importing a Complete Client Portfolio
CSV and API imports across multiple exchanges and blockchain addresses, verified for completeness against the portfolio map, with the common import failures caught before they carry forward.
Categorizing and Tagging Transactions
Every transaction type tagged for accurate tax treatment, using filters, bulk editing, and merge and split tools to work through a large transaction set efficiently and accurately.
Reconciling the File Against the Real World
Every account balance verified against its source record. Diagnosing cost basis corruption and timestamp mismatches, and documenting every adjustment so the file stays traceable.
Producing the Report and Delivering to the CPA
Final settings verification, a complete tax report reviewed critically, and a handoff package a CPA can file from without coming back with questions.
Built from real client work, not from theory
Every lesson reflects a real scenario, a real error, or a real workflow that turns up in practice. There is no invented example anywhere in the course.
- Seven modules and thirty-six lessons, taught end to end on one complete file
- Portfolio mapping, so every account is accounted for before any import
- A reconciliation method for the files that will not balance
- Screen walkthroughs for the exchanges and platforms clients actually use
- Written for accountants and bookkeepers who are new to crypto tax
The course is being built in the open
No launch date is set and there is nothing to buy yet. Here is what is finished and what is still in progress.
Get more information about the course
Updates on where the course is at, what is being built, and when a launch date is set. The list hears it first, before anyone else.
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If you need the work done
Crypto Records
Applying the professional touch at fair rates.
Crypto Tax Academy teaches the workflow. Crypto Records does the work. If you would rather hand the file to someone else than run it yourself, Crypto Records prepares crypto tax reports for investors, traders, and the accountants who partner with them.
cryptorecords.ca →