Pricing
Flat prices, published up front
Reconcile
$149
one-time
- Up to 500 disposals
- 1 tax year
- FIFO reconstruction + variance check + 8949-ready workbook
Most popular
Reconcile + Evidence
$349
one-time
- Up to 2,500 disposals
- Full evidence index
- Transfer-in tracing
- CPA handoff memo
- Priority turnaround
CPA Desk
$79
/mo
- Rolling reconciliation desk for CPA/tax firms
- Client packs monthly
- Exception queue managed for you
The Tie-Out Promise
If our proceeds total doesn't tie to your 1099-DA total, we keep working until the variance is explained line-by-line or you get a full refund. Basis figures we cannot evidence are flagged as exceptions, never invented.
Questions
Before you buy
Do you file my return?
No. Records reconciliation only; we are not a CPA firm and give no tax advice.
What method?
FIFO by default, per account, documented in the pack. If your records support a different lot method you've consistently used, note it at intake and we reconcile on that basis and label it.
What about DeFi / self-custody sales with no 1099-DA?
Include the wallet exports; disposals with no broker form are reconciled and listed separately so nothing is silently dropped.
Security?
CSVs and forms only — never passwords, seed phrases, or API keys. Files deleted from working storage 30 days after delivery (retention note in the pack).
What if my records are incomplete?
You get the exception list showing exactly which evidence is missing per lot — that list alone is the roadmap to closing the gap.
Your 1099-DA shows what you sold. Rebuild what you paid.
Flat price. No API keys to hand over. No software to learn. The pack in 5 business days — proceeds tied to your 1099-DA total, to the dollar, or the variance explained.