Valim

For fintech and cryptocurrency businesses

Most CPAs turn away crypto. We built our practice on it.

CPA-prepared returns and advisory for fintech and cryptocurrency businesses. DeFi, staking, mining, NFTs, 1099-DA reconciliation and broker-dealer structures, handled by ex-Big 4 CPAs who work in this space daily.

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Crypto tax is where good CPAs give up

If any of these sound familiar, you are exactly who this practice was built for.

Cost basis nobody can reconcile

Assets moved across exchanges and wallets for years, with transfers that look like disposals and a basis history no single platform holds.

DeFi with no clean reporting

Liquidity positions, staking rewards, wrapped assets and bridges, none of which arrive on a tidy 1099.

A preparer out of their depth

A generalist CPA who treats every on-chain movement as a taxable sale, or quietly refuses the engagement in February.

What we handle

Filing plus the structural work around it. Year-round advisory and quarterly estimates are included with every engagement.

On-chain and exchange activity

DeFi, staking, mining, NFT and airdrop income, and multi-exchange cost-basis reconciliation, including 1099-DA.

Entity and individual returns

C-corp, S-corp and partnership returns, plus individual returns with heavy crypto activity.

Structures

Broker-dealer and money-transmitter structures, entity selection, and the reporting obligations that follow from each.

Your existing data

We work with Koinly, CoinLedger and CoinTracking exports, or raw CSVs and wallet addresses if that is what you have.

How it works

You share the data once. We handle everything after that.

  1. 01

    Send what you have

    Exchange exports, wallet addresses, prior-year returns, or a folder of CSVs. We will tell you what is missing rather than guess.

  2. 02

    We reconcile and quote

    You get a flat fee upfront once we have seen the scale of the reconciliation. Heavy cases are quoted before any work starts, never after.

  3. 03

    A CPA prepares and signs

    Return prepared, reviewed and signed by a licensed US CPA, with the reconciliation documented so it holds up if questioned.

  4. 04

    Year-round from there

    Quarterly estimates and advisory included, so the next filing season is not another archaeology project.

Pricing, before we start

You know the exact price upfront. No hourly billing and no surprise invoices.

Individual returns
From $195, including crypto activity, equity compensation and multi-state situations. Heavy reconciliation quoted upfront.
Business returns
From $495 for C-corp, S-corp and partnership returns, with advisory included.
How it is quoted
A flat fee, itemised line by line, locked provided the facts you gave us are complete.

What clients say

Switched from TurboTax after 6 years. Valim found $4,200 in rental property insurance deductions I had no idea I was missing.
Marcus T.Property owner in DallasIndividual return
RSUs and crypto holdings made my tax situation super complicated. Valim handled all of it with me hardly having to explain anything.
Priya K.Software engineer in San FranciscoIndividual return
My partner decided to file separately with an extension this year. We gave her return to Valim on April 11th, they filed it in a day for $195. Incredible.
James & Emily R.Couple in ChicagoIndividual return
My old CPA charged twice as much and I had to chase them for weeks. Valim filed my business returns in days.
David R.E-commerce owner in DenverBusiness return
So appreciated their patience and expertise regarding our taxes!
Linda M.Boutique owner in RaleighBusiness return
Your workpapers are extraordinary. I did not need to review anything else.
Michael C.CPA firm partner in New YorkCPA partnership

Get a crypto-fluent CPA on your side

Thirty minutes with our CPA. Bring your messiest wallet and we will tell you exactly what it takes to get it right.

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Questions

Can Valim handle DeFi and staking income?

Yes. DeFi positions, staking and mining rewards, NFT and airdrop income are core work here, not an exception the firm makes reluctantly.

What if my cost basis is a mess across several exchanges?

That is the normal starting point. Valim performs multi-exchange cost-basis reconciliation, including 1099-DA, and quotes the reconciliation work upfront once the scale is clear.

What data do you need from me?

Koinly, CoinLedger or CoinTracking exports work directly. Raw CSVs and wallet addresses are fine too. We will tell you what is missing rather than guessing.

How much does a crypto return cost?

Individual returns start at $195 and business returns at $495, quoted upfront as a flat fee. Heavy reconciliation is quoted before work begins.

Do you handle broker-dealer or money-transmitter structures?

Yes, including entity selection and the reporting obligations that follow from each structure.