Limited campaign · 200 free analyses available this quarter

A Professional Crypto Portfolio Analysis$0 · Free

Book a complimentary 1-on-1 with a Senior Crypto Tax Professional. We'll review your wallets, exchanges, and on-chain activity, then walk you through the gaps, savings, and reporting risks hiding in your portfolio — at no cost.

No credit card required View-only wallet access 30-min session
As Featured In · Trusted By
Forbes Bloomberg The Wall Street Journal CoinDesk Koinly Certified Partner
By the Numbers

Reconciliation at institutional scale.

Built by Big-4 trained accountants. Trusted by individuals, traders, founders, and businesses across every U.S. state.

01
$2.4B
In digital asset transactions reconciled to date
02
540+
American individuals & businesses served
03
14k
Wallets, exchanges, and on-chain accounts reviewed
04
9 of 10
Senior staff with Big 4 (EY · Deloitte · PwC · KPMG) backgrounds
What's Included

Everything we'd cover in a $500 paid session — on the house.

This isn't a sales call dressed up as a consultation. You walk out with a real read on your portfolio's tax posture, and a checklist of the highest-leverage moves to make before filing.

Led by a Senior Crypto Tax Professional. Sessions are 30 minutes, screen-share friendly, and confidential.

01
Multi-wallet & multi-chain inventory We map every CEX, DEX, hardware wallet, and chain you touch — so nothing slips through.
DAR
02
Form 8949 & Schedule D readiness check Live review of where your data stands today and what's missing for a clean CPA hand-off.
IRS-Ready
03
DeFi, NFT, staking & airdrop classification Liquidity pools, lending, mints, royalties, rewards — flagged with the correct tax treatment.
DeFi
04
Tax-loss harvesting opportunities We identify unrealized losses you can take strategically before year-end to offset gains.
Savings
05
Cost-basis & historical-record gap audit Spot mislabeled transfers, missing acquisitions, and broken cost basis across multi-year activity.
Audit
06
Personalized next-steps memo You leave with a written summary of findings and a prioritized action list — yours to keep.
Deliverable
Choose Your Session

Meet the specialist who'll review your portfolio.

Both options include a deep portfolio review. Pick the one that fits your situation.

Arman Lelevier
Book with a · Free Consult
Arman Lelevier
Senior Crypto Tax Professional · Digital Assets
Matt Liong
Book with a · Free Consult
Matt Liong
Former Big 4 Blockchain Manager · Senior Account Manager
Count On Sheep
Crypto Portfolio Analysis
Free · 30 min
May 2026
Has slots Today
Meeting duration
30 mins
What time works best?
Showing times for May 4, 2026
Reputation is everything

What our clients say after the analysis.

"
They found over $40k in mislabeled DeFi transfers across two years that my software had been treating as taxable disposals. Walked away with a clear path to amend.
Jordan R.
Jordan R.
Active DeFi trader · 9 wallets
"
The most useful 30 minutes I've spent on my crypto situation. Period.
Sarah K.
Sarah K.
Founder · Web3 startup
"
My CPA was ready to throw in the towel on my NFT activity. Count On Sheep handed her a Form 8949 packet she actually thanked me for. Filing was painless.
Marcus V.
Marcus V.
NFT collector · Multi-year reporting
FAQ

Common questions.

Don't see yours? Ask during the call — that's what it's for.

Genuinely free, no card on file. We're running a campaign to introduce more crypto investors to professional reconciliation. No high-pressure pitch — if there's a fit for paid work, we'll explain it; if there isn't, you walk away with a written next-steps memo regardless.
Never. We work exclusively with view-only API keys and public wallet addresses through Koinly's secure platform. We cannot move, trade, or withdraw your funds — by design.
A list of the exchanges and wallets you use is enough to get started. After you book, we'll send a short prep doc with the exact info that helps the session be most productive — but you're welcome to show up with whatever you have.
We're a digital asset reconciliation firm staffed by Big-4 trained accountants and licensed CPAs. We don't file returns — we prepare the IRS-ready records (Form 8949, Schedule D, gain/loss summaries) that your CPA or tax software uses to file. If you don't have a CPA, we can refer you to one in our national network.
It's the right starting point regardless. For high-complexity portfolios — heavy DeFi, multi-year gaps, business holdings — we use the free session to scope and propose the right paid engagement. You'll know exactly what's involved before you commit to anything.