“I moved it. I didn’t sell it.”
A transfer shows up as a gain. Your purchase history goes missing.We trace the activity and put the pieces back together.
CRYPTO + STOCK TAXES. HANDLED.
Know what
you owe.Leave the work
to us.
Expert reconciliation for crypto and stocks.Clean records for your CPA. Or filing handled by ours.
SOUND FAMILIAR?
“I just want to knowthe numbers are right.”
You shouldn’t have to become a tax expert to make sense of your own portfolio.That’s what we’re here for.
“It’s spread across everything.”
Crypto here. Stocks there. Years of activity in between.We bring your wallets, exchanges, and brokerages into one clear picture.
“I need someone to own this.”
More software isn’t always the answer.Get a team to do the reconciliation, explain the result, and help you take the next step.
WHAT WE HANDLE
Beyond buys and sells.All the details, handled.
Crypto trading
- Crypto buys
- Crypto sells
- Crypto-to-crypto trades
- Stablecoin conversions
- DEX swaps
- Perpetual longs
- Perpetual shorts
- Full position closes
- Partial position closes
Wallets & NFTs
- Wallet transfers
- Cross-chain bridges
- Airdrops
- NFT mints
- NFT sales
DeFi & rewards
- LP entries
- LP exits
- Staking rewards
- Liquid staking
- Mining
- Yield farming
- Lending
- Borrowing
Stocks & options
- Stock trades
- Options chains
- Options assignments
- Options expirations
- Options rolls
- Wash sales
Dividends & share events
- Dividends
- DRIP
- Stock splits
- Spinoffs
- ACAT transfers
Equity & fixed income
- RSU vesting
- ESPP
- ISO exercise
- Bond interest
- T-bill interest
Don’t see your transaction? Ask us
You hand it over.We take it from here.
01
Start with a conversation.
Tell us where you’ve traded. We’ll map out the work.
02
Leave the details to us.
Our software connects the records. Our team checks the details.
03
Choose who files.
Ready for your accountant. Or let our CPA handle filing.
Form 8949Schedule DGain/loss summary
One flat fee. Zero guesswork.
Agreed upfront. No hourly billing.
Essential
$500 / tax year
Up to 1,000 transactionsUp to 3 sources
Active
$1,000 / tax year
Up to 5,000 transactionsUp to 8 sources
Complex
$1,700 / tax year
Up to 25,000 transactions8+ sources
Every plan includesCrypto + stocksHuman reviewYour complete tax package
Optional CPA filing: federal + state, from $400.Over 25,000 transactions?
A source is a wallet, exchange, or brokerage. Additional years and complexity are quoted separately.
Good questions.Straight answers.
Do I need to organize everything before we talk?
No. Start with the exchanges, wallets, and brokerages you remember using, plus any questions you have. We’ll help you work out which records are needed. Please don’t send financial documents or wallet credentials with your initial request.
I already have a CPA. Can I still use Settled?
Absolutely. Reconciliation is our core service. We prepare your reconciled records, Form 8949, Schedule D, and gain/loss summary for your existing accountant. CPA filing through Settled is an optional add-on.
Can you handle stocks and crypto together?
Yes. We review both as part of one engagement, including brokerage records, wallet transfers, trading activity, and DeFi. We confirm the scope and the sources we’ll need during your free review.
What if I’m behind on previous tax years?
You can still start with a review. Tell us which years are involved and what records you have. We’ll assess the reconciliation work and whether you need help with prior-year or amended filings, then quote that scope separately.
How is the final price worked out?
Your transaction count, number of sources, years involved, and the complexity of the records determine the scope. Our published tiers are the starting point. We confirm your flat fee before work begins, and discuss any scope changes with you first.
How long will it take?
That depends on the completeness of your records and the complexity of your activity. We agree on a realistic timeline during your review and let you know what’s needed to keep the work moving. If you have a filing deadline, mention it when you contact us.