Our Journey: From CTA to Chainwise CPA
Founded in 2018 by Sharon Yip, CPA, Crypto Tax Advisors (CTA) began as a specialized practice offering cryptocurrency tax and accounting services. With a deep understanding of the crypto tax landscape, Sharon built a reputation for personalized client solutions.
Transition to Chainwise CPA: In 2020, Sharon co-founded Chainwise CPA, a full-service CPA firm dedicated to crypto tax solutions. While CTA now serves as a holding company, our commitment to excellence continues through Chainwise CPA's expanded services.
Comprehensive Crypto Tax Services
About Chainwise CPA
👉 Chainwise CPA provides specialized accounting and tax services for cryptocurrency investors and businesses. Our expert team navigates the complex regulatory environment to ensure compliance and optimal tax outcomes.
Key Services Include:
- Crypto Transaction Reconciliation: Accurate tracking and reporting of all cryptocurrency transactions
- Tax Preparation & Planning: Strategic approaches to minimize liabilities
- Business Accounting: Compliant financial reporting for crypto enterprises
- IRS Representation: Expert guidance during audits or disputes
Personalized Consultation Services
While CTA no longer handles direct client services, we offer paid consultation calls for specific crypto tax advice:
- Schedule your 30-minute session
- Discuss your unique situation
- Receive expert guidance tailored to your needs
👉 Book your consultation today to ensure tax compliance and optimization.
Meet Our Founder: Sharon Yip, CPA
A recognized expert in cryptocurrency taxation, Sharon brings:
- 20+ years of tax experience
- Big 4 and corporate tax background
- Specialized crypto knowledge since 2017
- Co-founder of Chainwise CPA
Credentials:
- Certified Public Accountant
- Master's in Tax Consulting
- Certified Cryptocurrency Expert
Client Testimonials
"Sharon provided clarity for my complex crypto transactions. Her team delivered accurate reporting at a reasonable price." - Jordan
"Don't stress over crypto taxes - Sharon's expertise gave me peace of mind." - Holly
"Professional, transparent, and exceptionally knowledgeable about crypto tax issues." - Kirk
Educational Resources
Stay informed with our crypto tax guidance videos covering:
- Investor tax questions
- NFT taxation
- Compliance best practices
Frequently Asked Questions
Q: What makes crypto taxes different?
A: Cryptocurrencies create unique tax events with every transaction, requiring specialized tracking and reporting.
Q: How can Chainwise CPA help my business?
A: We provide comprehensive accounting solutions tailored to crypto enterprises' regulatory requirements.
Q: What documents do I need for tax preparation?
A: You'll need complete transaction histories from all exchanges and wallets, plus any relevant business records.
Q: Can you help if I'm behind on filings?
A: Yes, we specialize in helping clients get caught up through voluntary disclosure programs.
Q: How often should I consult a crypto tax professional?
A: We recommend at least annual consultations, with more frequent check-ins for active traders.