During the consultation, we review your crypto transactions, identify potential tax liabilities, and discuss how our services—such as transaction reconciliation, CPA guidance, and legal opinions—can help you achieve tax compliance and minimize your obligations.
Report Your Crypto Capital Gains the Right Way — and Save
We help you accurately file crypto gains and reduce your tax liability with expert guidance.
Schedule D & 8949 filing for all major crypto wallets and exchanges
IRS-compliant documentation and audit-ready support
Strategic tax-loss harvesting to lower what you owe
No guesswork · 100% compliant · Free tax filing consultation
CLICK BELOW TO WATCH FIRST!
Report Your Crypto Capital Gains the Right Way — and Save
We help you accurately file crypto gains and reduce your tax liability with expert guidance.
Schedule D & 8949 filing across major exchanges
IRS-compliant and audit-ready documentation
Tax-loss harvesting to reduce what you owe
No guesswork · 100% compliant · Free tax filing consultation
CLICK BELOW TO WATCH FIRST!
Report Your Crypto Capital Gains the Right Way — and Save
We help you accurately file crypto gains and reduce your tax liability with expert guidance.
Schedule D & 8949 filing across major exchanges
IRS-compliant and audit-ready documentation
Tax-loss harvesting to reduce what you owe
100% confidential · IRS-compliant service · Trusted by 500+ crypto investors
CLICK BELOW TO WATCH FIRST!
Licensed in CA, NY, TX and IRS-Compliant Filings Guaranteed
WHAT OUR CLIENTS ARE SAYING
Hear from satisfied clients about their experience working with MoonTax
Scott Paul
"I have worked with Derek Wride, Moontax, and Olson & Partners for the last 2 years. When I first approached them, I was in a really bad spot with my crypto taxes. Despite being a CPA myself, I didn’t understand crypto tax law. Derek’s expertise really came into play as he helped me select the best platform and resolve complex issues. Moontax has been fair in their fees and worked extremely hard for me."
★★★★★
@KNOXTRADES
"I would not be able to operate a legitimate business in the blockchain space without Moontax. Not only do they provide expert transaction reconciliation services across numerous chains, they also serve as a counselor for particularly complex situations. Moontax is a key reason for my success in this industry."
★★★★★
Kevin LR
"I’m a crypto fan and retail investor in the U.S. After the last boom, I was buried under a mountain of gains and losses. CoinTracker couldn’t keep up, and my traditional accountant was no help. Then I found Moontax. They unraveled years of my trading chaos, and I’ve used them ever since. They’re affordable, experienced, and a breeze to work with."
★★★★★
MEET YOUR CRYPTO TAX EXPERTS
Michael Bergloff, CPA
Crypto Tax Advisor & Founder of CorVisors
Michael is a licensed CPA with extensive experience in crypto tax strategy and reconciliation. He actively consults with MoonTax and B10 Energy and previously worked at KPMG, Ernst & Young, and Deloitte. Michael holds a BBA from Boise State and a Master’s in Taxation from the University of Denver.
“When you work with us, you’re getting direct access to a seasoned crypto CPA—not a junior associate or chatbot.”
Ephraim Olson, JD, LLM
Licensed Tax Attorney
Ephraim is a licensed tax attorney with a JD from Harvard and an LL.M. in Taxation from NYU. He specializes in crypto tax law, regulatory compliance, and audit defense—helping clients navigate complex IRS requirements with clarity and confidence.
“From strategic structuring to bulletproof compliance, Ephraim helps you stay protected and proactive.”
COMPLETE CRYPTO TAX SOLUTIONS
—ALL IN ONE PLACE
From transaction reconciliation to full CPA guidance, MoonTax offers a one-stop solution for managing your crypto taxes
Transaction Reconciliation
We reconcile all your crypto transactions—whether from exchanges, wallets, or DeFi activities—to ensure nothing is missed and everything is accurately reported.
CPA Review & Guidance
Our team of licensed CPAs will thoroughly review your crypto transactions, identifying potential tax-saving opportunities and ensuring compliance with IRS regulations.
Legal Tax Opinions
Receive formal legal opinions on complex tax matters, ensuring that your crypto holdings and activities are fully compliant with the latest regulations.
Full Crypto Tax Strategy
Our team creates a custom crypto tax strategy tailored to your portfolio, minimizing liabilities while ensuring you're prepared for the future.
CLAIM MY FREE CONSULTATION
Fill out the form to receive a free consultation and a customized crypto tax analysis
EFFORTLESS CRYPTO TAX SOLUTIONS IN 3... 2... 1...
Hear from satisfied clients about their experience working with MoonTax
03
Schedule a Complimentary Consultation
Book a free consultation with one of our crypto tax experts to discuss your unique needs and situation.
02
Receive a Comprehensive Tax Analysis
Get a detailed analysis of your crypto transactions, tax-saving opportunities, and compliance strategies.
01
Implement the Best Crypto Tax Strategy
Work with our team to execute a personalized tax strategy, minimizing liabilities and maximizing savings.
MOONTAX VS COMPETITORS
| MOONTAX | Cointracker | ZenLedger | Koinly | |
|---|---|---|---|---|
| AI/ML Automation | Advanced AI/ML model automates up to 90% of reconciliation | Some automation, details unclear | Basic automation for common transactions | Automated categorization and matching |
| Decentralized Reconciliation | ||||
| Token Ecosystem | ||||
| DeFi Support | ||||
| Integration with Exchanges/Wallets | ||||
| Tax Loss Harvesting | ||||
| Flexible Reconciliation Options | ||||
| Expert Review Option |
This comparison is for informational purposes only and is based on publicly available information and our current understanding of the Beam/MoonTax platform as of September 25, 2024. Features, pricing, and capabilities of all platforms, including Beam/MoonTax, are subject to change. The information presented here may not reflect the most current functionalities of the platforms compared. We encourage users to consult their own research and refer to each platform's official website for the most up-to-date and accurate information. Beam/MoonTax is a new entrant in the crypto tax space, and some features may still be in development or subject to change. The comparison aims to provide a general overview and highlight key differentiators but should not be considered as financial or tax advice. Each user's tax situation is unique, and we recommend consulting with a qualified tax professional before making decisions about crypto tax reporting tools.
Why Most Crypto Tax Services Fall Short
🔹 Crypto Tax Accountant
- Missing CPA-specific messaging and trust signals.
- No mention of licensing, in-house accountants, or IRS audit defense.
🔹 Crypto Tax Laws & Compliance
- Doesn’t address IRS rules, penalty avoidance, or legal expertise.
- Lacks urgency or educational content tied to compliance risks.
🔹 Capital Gains & Filing
- Doesn’t speak to Schedule D filing, gains optimization, or deduction strategies.
- No calculator tools or gain/loss case studies to build context.
STILL NOT SURE?
Frequently Asked Questions
What happens during the free crypto tax consultation?
Is my crypto data secure with Moontax?
Yes, we prioritize your privacy and security. All your information is handled with strict confidentiality, using secure encryption methods and industry-standard data protection practices to safeguard your crypto and personal data.
How does Moontax handle complex crypto transactions like staking, mining, or NFTs?
Moontax specializes in handling all types of crypto transactions, including staking, mining, NFTs, and DeFi activities. Our experts will ensure that each type of transaction is accurately reconciled and reported in compliance with current tax regulations.
How long does it take to reconcile my crypto transactions?
The time it takes depends on the volume and complexity of your transactions. During your free consultation, we’ll provide an estimate based on your specific situation. Most clients receive a full reconciliation report within 1-2 weeks after providing all necessary data.
© 2024 Moontax. All rights reserved. HelloBeam, INC DBA Moontax.
Disclaimer: MoonTax provides crypto tax preparation and advisory services only. We do not offer cryptocurrency exchange, investment, or wallet products.
Contact us: [email protected]