Brokerage Tax Partnership

Your clients trade crypto.
We handle their taxes.

White-label crypto tax reporting for brokerages, OTC desks, and trading platforms. Audit-ready Excel deliverables covering DeFi, NFTs, and multi-chain activity that your in-house team shouldn't have to solve.

Schedule a Partnership Call → See How It Works
2,500+
Clients Processed
1M+
Max Transactions
US & UK
Jurisdictions
50+
Exchanges Supported
5–7d
Turnaround
⚠️
IRS Form 1099-DA Is Now Live for 2025
Starting tax year 2025, crypto brokers must report proceeds on Form 1099-DA. Your clients will need accurate cost basis reporting that reconciles with what you report to the IRS. Discrepancies trigger CP2000 notices. We ensure your clients' tax returns match your 1099-DA filings.
The Problem
Your Clients' Crypto
Is More Complex Than
You Think.
Centralized exchange data is just the beginning. Most active crypto users have DeFi positions, cross-chain activity, and transaction histories that no single platform can fully capture.
✗
DeFi activity is invisible to CEX data. Liquidity pools, yield farming, lending, and staking happen on-chain — your platform doesn't see them.
✗
Multi-exchange users break cost basis chains. Transfers between platforms create reconciliation nightmares. Without matching, reported proceeds are wrong.
✗
NFT and multi-chain complexity is exploding. Cross-chain bridges, wrapped tokens, LP NFTs, and airdrop classifications require domain expertise.
✗
1099-DA mismatches create liability. If your reported proceeds don't match the client's 8949, both you and your client face IRS scrutiny.
✓
Complete multi-source reconciliation across CEX, DEX, and on-chain data
✓
DeFi classification engine handles LP positions, staking, airdrops, and yield farming
✓
Cost basis optimization using FIFO, LIFO, HIFO, or Specific ID methods
✓
1099-DA reconciliation ensures client returns match broker-reported data
✓
Excel workbook deliverable — not PDFs. Per-wallet, per-exchange, fully auditable.
The Solution
Outsource the
Complexity. Keep
the Client.
We handle the full crypto tax lifecycle: transaction consolidation, classification, cost basis calculation, and audit-ready reporting. You offer it as a value-add to your clients.

White-label ready. Your clients see a premium tax reporting service. Behind the scenes, our team of crypto tax specialists and AI-powered review engine processes everything — from 50 transactions to over a million.

What We Handle
Every Corner of Crypto.
Covered.
The cases your support team escalates. The edge cases no one wants to touch. We built our business on them.
📊
DeFi Protocols
Uniswap, Aave, Curve, PancakeSwap, Orca — liquidity pools, yield farming, staking, lending, and bridging across every major chain.
🎨
NFTs & Gaming
Minting, trading, royalties, gaming assets. Proper cost basis tracking for complex multi-step mints and LP position NFTs.
🔄
Multi-Exchange
Coinbase, Kraken, Binance, Gemini, KuCoin, and 50+ more exchanges consolidated into one unified, reconciled history.
🌍
Cross-Chain
Ethereum, Solana, Base, Arbitrum, BSC, Polygon, Avalanche — bridges, wrapped tokens, and multi-chain tracking handled natively.
📋
1099-DA Reconciliation
We ensure the client's Form 8949 matches your 1099-DA filings. No discrepancies. No CP2000 notices. No client complaints.
📅
Multi-Year Filing
Back-filing 2+ years, amended returns, catch-up filings. We reconstruct history from blockchain data when exchange records are lost.
Broker Compliance
We Produce 1099-DAs
For Your Clients.

Starting 2025, brokers must file Form 1099-DA for crypto transactions. We generate these forms directly from your brokerage transaction data — accurate, IRS-compliant, and reconciled with your clients' tax returns. One less compliance headache for your team.

✓ Produced from your raw transaction data
✓ Reconciled with client 8949s
✓ Scales to any client volume
Discuss 1099-DA Production →
Form Preview
Form 1099-DA
DIGITAL ASSET PROCEEDS FROM BROKER TRANSACTIONS
Asset: BTC
Date Sold: 03/22/2024
Proceeds: $42,150.00
Cost Basis: $28,340.00
Date Acq: 01/15/2023
Gain/Loss: $13,810.00
Deliverables
One Excel Workbook.
Everything Inside.
A structured, auditable Excel workbook — not hundreds of PDFs. Every sheet organized, every transaction traceable, ready for filing or client review.
📊
Form 8949 & Schedule D
Complete cost basis reporting with lot-level detail. Every disposition documented with acquisition date, proceeds, and cost basis.
🔍
Per-Wallet & Per-Exchange
Every exchange and wallet separated into its own sheet. 1099-DA matching ready. Easy cross-reference with broker-reported data.
✅
Audit-Ready Documentation
Every transaction traced to its blockchain source. Transaction hashes, timestamps, and methodology notes included.
💰
Income & Staking Reports
Schedule 1 income, staking rewards, mining income, and margin fees — all categorized and IRS-ready.
Client_2024_CryptoTax.xlsx
Buys
Sells
Tax Year 2024
Coinbase
Non 1099-DA
Form 8949
Schedule 1
Margin Fees
#
Asset
Action
Date Acq.
Date Sold
Proceeds
Cost Basis
1
BTC
Sell
01/15/23
03/22/24
$42,150
$28,340
2
ETH
Sell
06/03/23
02/14/24
$3,420
$1,890
3
SOL
Trade
09/18/23
01/05/24
$2,180
$890
4
USDC
Trade
11/22/23
04/10/24
$15,000
$15,000
5
UNI-V3
LP Exit
03/01/23
12/28/24
$8,740
$6,120
6
AAVE
Sell
07/14/23
05/02/24
$1,250
$780
...
...
...
...
...
...
...
Integration
Four Steps to
White-Label Tax Reports.
Seamless integration. Your brand, our expertise.
1
Client Opts In
Your client requests crypto tax reporting through your platform. You send us their name and email. No SSN or personal details needed.
2
Data Collection
We onboard the client, collect exchange CSVs and wallet addresses, and consolidate their complete transaction history.
3
Processing
Our team classifies transactions, calculates cost basis, reconciles against 1099-DA filings, and produces audit-ready deliverables.
4
Delivery
Client receives a structured Excel workbook with Form 8949, capital gains, income, and per-exchange breakdowns — ready to file.
Global Coverage
US & UK Tax
Jurisdictions.
Full regulatory compliance for both major English-speaking crypto markets. Each jurisdiction handled by specialists who know the rules.
🇺🇸
United States
  • Form 8949 & Schedule D (capital gains/losses)
  • Schedule 1 (staking, mining, airdrop income)
  • 1099-DA reconciliation for broker compliance
  • FIFO, LIFO, HIFO, Specific ID cost basis methods
  • Per-exchange wallet separator with 1099-DA matching
  • Multi-year back-filing and amended returns
    • 🇬🇧
    United Kingdom
  • Capital Gains Tax reporting (Section 104 pooling)
  • Same-day and bed-and-breakfast rule compliance
  • HMRC Self Assessment ready deliverables
  • Crypto-to-crypto disposals properly classified
  • DeFi income and staking reward treatment
  • Multi-year filing with GBP cost basis tracking
    • Why Partner With Us
    Built for Brokerages.
    Not Retail Users.
    We designed our service specifically for the brokerage workflow — volume, compliance, and client experience.
    ✓
    White-Label Ready
    Offer crypto tax reporting as your own service. We work behind the scenes — your brand, your client relationship, our expertise.
    ✓
    1099-DA Compliance
    Our reports are designed to reconcile with your broker-reported data. Prevent CP2000 notices and client complaints before they start.
    ✓
    Volume Pricing
    Partnership pricing scales with volume. The more clients you refer, the better the economics. Revenue share options available.
    ✓
    Client Retention Tool
    Tax season is when clients churn. Offering tax reporting keeps them on your platform year-round. Turn a pain point into a loyalty driver.
    ✓
    No In-House Burden
    No need to hire crypto tax specialists, maintain tax software, or train your support team on edge cases. We handle all of it.
    ✓
    Direct Specialist Access
    Dedicated point of contact for your partnership. No call centers, no tickets. We speak crypto and we understand your deadlines.
    Get Started
    Ready to offer
    crypto tax reports?

    Schedule a 30-minute partnership call. We'll walk through integration, pricing, and how we can support your clients starting this tax season.

    Schedule a Partnership Call →
    Mike Ring  ·  mike@cryptotaxprep.io  ·  info@cryptotaxprep.io  ·  cryptotaxprep.io