Can You Trust Your Crypto Tax Report Before You File?
Crypto tax software and AI can generate answers. But they cannot independently verify whether a crypto tax report is complete, reconciled, defensible, and ready to file. That’s where we come in - Verify Before You File™ helps you determine whether you can rely on them.
The Problem
Most crypto tax reports look complete, but many of these issues are not automatically detected by crypto tax software or AI: missing wallets, unmatched transfers, incorrect cost basis, unsupported tokens, DeFi misclassification, manual adjustment issues, and weak documentation.
Our Mission
We believe every crypto tax report should be verified before it is relied upon.
Our mission is to help crypto investors and tax professionals understand where software ends, where AI reaches its limits, and where verification begins.
The Verify Before You File™ Framework
Most crypto investors, and many tax professionals, focus on the wrong question.
"How do I generate a crypto tax report?"
We believe the better question is:
"Can I rely on this crypto tax report before filing a tax return?"
That's exactly why we created the Verify Before You File™ Framework.
Rather than teaching you how to perform a complete crypto account reconciliation, this framework helps you review a crypto tax report, identify potential issues, assess the level of risk, and determine the appropriate next step before relying on the report for tax filing.
Step 1 – Review
Review your crypto tax report for common warning signs that may indicate missing data, incorrect classifications, unsupported transactions, or other potential issues.
Step 2 – Evaluate
Determine whether the issues identified are minor, material, or likely to affect the accuracy or reliability of the tax report.
Step 3 – Decide
Based on your review, classify the report into one of three categories:
🟢 Verified - Ready to File
No issues were identified during your review. The report appears reasonable to rely upon for tax filing.
🟡 Needs Attention - Fix Before Filing
One or more issues were identified that should be corrected before relying on the report.
🔴 Professional Review Recommended - Don't rely on the report yet
The report contains significant issues, complex transactions, or unresolved questions that warrant professional review and assistance before filing.
Why This Framework Works
Most crypto tax software helps you generate a crypto tax report.
Verify Before You File™ helps you determine whether you can reasonably rely on that report before filing your tax return.
Our goal isn't to teach everyone how to become a crypto tax expert.
Our goal is to help crypto investors and tax professionals make better decisions about when a report is ready to file, when it needs additional work, and when professional assistance is the safer choice.
The CTI Verification Journey™
Every crypto investor and tax professional face the same question at some point:
"Can I rely on this crypto tax report before filing a tax return?"
The CTI Verification Journey™ is a series of practical frameworks designed to help you answer that question with confidence.
Whether you're reviewing your own crypto tax report or one prepared for a client, each framework builds upon the previous one, helping you identify issues, resolve them, and eventually understand the professional methodology behind producing reliable crypto tax reports.
Phase 1 (Coming Soon)
Verify Before You File™
Can I rely on this crypto tax report?
Learn how to review crypto tax reports generated by crypto tax software, identify common warning signs, assess the level of filing risk, and determine the appropriate next step before relying on the report for tax filing.
Rather than teaching crypto account reconciliation, this framework helps you answer one simple question:
Can I reasonably rely on this report?
Outcome
🟢 Ready to File
🟡 Fix Before Filing
🔴 Professional Help Recommended
Phase 2
Fix Before You File™
How do I fix the issues I found?
Once you've identified potential problems, learn practical techniques for correcting many of the most common crypto tax reporting issues, including:
Missing transactions
Transfer mismatches
Cost basis problems
Unsupported assets
Common classification errors
Documentation issues
This framework helps you resolve common problems before relying on your crypto tax report.
Phase 3
Crypto Account Reconciliation Blueprint™
How do professionals produce reliable crypto tax reports?
Go beyond reviewing reports and learn the complete professional methodology developed by Sharon Yip, CPA through 8+ years of real-world cryptocurrency tax practice.
The Crypto Account Reconciliation Blueprint™ teaches the end-to-end workflow used to transform raw blockchain and exchange data into reliable, audit-ready crypto tax reports.
Topics will include:
Professional reconciliation workflow
Data collection methodology
Wallet and exchange verification
Transaction categorization
DeFi and NFT reconciliation
Quality control procedures
Documentation standards
Audit readiness
This is CTI's flagship professional methodology for those who want to master crypto account reconciliation from start to finish.
Looking Ahead
As CTI continues to grow, additional frameworks, practical guides, AI-assisted workflows, and professional resources will be added to help crypto investors and tax professionals navigate cryptocurrency taxation with greater confidence.
Our long-term mission isn't simply to teach cryptocurrency taxation.
It's to establish practical frameworks and professional methodologies that help people make better decisions about cryptocurrency tax reporting in the age of AI.
These frameworks are being developed sequentially to ensure each one reflects the same practical, real-world methodologies Sharon Yip, CPA has refined through years of serving cryptocurrency investors, founders, and businesses. Join our community to receive early access as new frameworks become available.
Why Verification Matters
Crypto tax software generates calculations.
AI explains tax concepts.
Neither independently determines whether a crypto tax report is complete, accurate, and ready to rely upon.
There is a critical gap between generating a report and confidently filing a tax return.
We call this The Verification Gap™.
Who Are We Trying to Help?
Crypto Investors
Gain confidence that your crypto tax report is ready before importing it into TurboTax or giving it to your CPA.
Tax Professionals
Reduce the risk of relying on incomplete or inaccurate client-generated crypto tax reports.
Meet the Founder
All educational resources published by CTI are created or reviewed by Sharon Yip, CPA, MBA, MST. Sharon has 25+ years of tax experience, including Big Four and Fortune 500 tax leadership roles, and has specialized in cryptocurrency taxation since 2018.
Sharon became a crypto investor in 2017, and she founded Crypto Tax Advisors, LLC and Cryptocurrency Tax Institute in 2018. In October 2020, she co-founded Polygon Advisory Group, LLC (DBA Chainwise CPA) and has been leading the firm as its CEO since then.
Sharon believes the future of cryptocurrency taxation is not choosing between AI and professionals. It's understanding how AI and professional judgment work together to produce better tax outcomes.