// CRYPTO loss tax SPECIALISTS
CountDeFi. Leaders in crypto tax planning.
CountDeFi provides specialized tax strategy for crypto investors. We're not just accountants, we're data scientists who reconcile your full transaction history across wallets, exchanges, and chains, then plan your year-end moves on real numbers instead of estimates. The goal? For you to pay as little crypto tax as possible.
If your portfolio spans DeFi, staking, multiple wallets, or years of trading, CountDeFi can help with affordable plans.
We operate online and in your timezone.
// who we are
Crypto taxes feel like an unfair cash grab. To us, they're an opportunity to lower your overall tax bill.
No One Wants to Pay More Than the Rules Require.
Your inventory method, your holding periods, and the losses you never harvested decide the bill. Most investors find out in April, when every decision is locked. We do the work before 31 December, while the moves still count.
Rules Keep Moving. What's the Latest Way to Save?
Wallet-by-wallet tracking since January 2025, new broker reporting, and a wash sale bill in Congress. A plan that worked in 2023 can misfire in 2026. We build positions that hold up under current law and adapt if the law changes.
Worried about the cost of professional tax planning?
Comprehensive crypto tax planning has a reputation for runaway bills. We don't bill by the hour. Our plans scale with your volume and complexity, and every plan includes the software, the reconciliation, and the finished report.
// who we are
"Most investors meet their crypto tax bill in April, when it's already history. Strategy is a calendar problem: the moves that change the number only work before the financial year end. We built CountDeFi to do tax planning on fully reconciled data - ahead of time, to minimize your tax bill.
Chris Herbst
Founder
// crypto tax Strategy experts
Planning that follows the latest tax optimization rules
We've been reconstructing complex crypto and on-chain activity since 2017, from single exchange accounts to portfolios spanning dozens of wallets, chains and protocols. That experience has taught us that effective crypto tax planning comes down to 2 things: accurate data and good timing.
Strategy is only as good as the data behind it. Missing transfers, unreconciled wallets and incorrect cost basis can completely change the tax outcome. That's why we reconcile your transaction history first, then model the tax lowering strategies available to you. Timing matters just as much. Loss harvesting has year-end deadlines. Holding periods can change how gains are taxed. Cost basis and accounting choices can affect which gains and losses are realised. Once a tax year closes or a return is filed, some planning opportunities may no longer be available.
CountDeFi brings the data and the tax strategy together. The result is a crypto tax strategy based on what you actually hold, what you've actually done and the tax rules that apply to you.
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Clients Worldwide
Crypto Tax Reports Completed
Crypto Transactions Reconciled
// services
Our crypto tax strategy services
Tax-loss harvesting review
We identify unrealised losses across your crypto portfolio and model whether realising those losses before year-end could reduce your overall tax liability.
Wash sale planning
Crypto currently sits outside the US wash sale rules that apply to securities, although proposals to change this have been introduced. We consider both the rules in force today and the potential consequences of future changes when planning disposals and repurchases.
Gain timing and holding periods
When you sell can matter. We identify positions approaching long-term holding periods and model the potential tax difference between selling now and waiting.
High-volume and high-net-worth portfolios
Complex portfolios need more than a snapshot of activity. We reconcile the underlying transaction history across wallets, exchanges, entities and protocols before developing a tax strategy around the complete position.
Cost basis and inventory method strategy
The accounting method used to calculate your gains and losses can make a significant difference to your tax position. We model the methods available to you and help determine the most appropriate approach for your portfolio and circumstances.
Year-end position review
We review your realised and unrealised gains and losses, holding periods and overall tax position before year-end, while there is still time to make decisions that could affect the outcome.
Crypto IRAs and retirement accounts
We help you understand and correctly account for crypto held through self-directed IRAs and other retirement structures, including transactions involving staking, rollovers and distributions.
Cross-border crypto tax planning
Holding or trading crypto across borders can create overlapping reporting and tax considerations. We help investors understand their position across multiple jurisdictions, including the US, South Africa, Australia, Canada and the UK.
// EXPERT SKILLS
Why crypto investors hire CountDeFi for tax planning
If you've had a good year in crypto, the tax bill can come as a shock. You may be sitting on significant gains, planning a large disposal, moving out of a concentrated position, or simply wondering whether you're paying more tax than you need to. The difficulty is knowing what you can still do about it.
Clients come to us because they don't want generic advice to “harvest some losses” or “hold for the long term.” They want to know what those decisions mean for their portfolio. Which losses are actually worth realising? Which assets are close to a more favourable holding period? Does changing the timing of a sale make a meaningful difference? Are there legitimate opportunities hidden in years of complicated trading activity?And, importantly, is the tax saving worth the move?
We answer those questions using your actual transaction history. We reconcile the data, model the available options and put numbers against them, so you can see the potential tax impact before making a decision. The goal isn't to avoid tax at all costs. It's to make informed decisions, use the rules available to you and avoid paying more tax than you legally need to.
// TAILORED PRECISION
Why software can't plan crypto tax strategy
Tax software is a great starting point, but it reports the past; it doesn't plan the future. Apps can't tell you which method to elect, which losses are worth harvesting, or what a proposed law change means for your positions. CountDeFi reconstructs the data, reviews the activity, and helps determine a defensible position. If you already have a Koinly portfolio, we can work directly from it.
// WORK WITH US
How to work with CountDeFi on your
crypto tax losses
At CountDeFi, we use our proprietary Precision 7 System to take you from data chaos to crypto tax clarity. We collect data from your wallets and exchanges, identify missing records, reconcile transactions, and model your year-end options.
A lower crypto tax bill starts with a free 15-minute consultation to discuss your portolio and recommend the right approach and pricing plan. We work remotely with clients across the US and globally.
// FIVE STAR Global REVIEWS
What our clients say
Sreeramaiah V
CountDefi did my crypto taxes this year. I am deeply impressed with their 7 step process paying attention to each and every transaction and they were really exceptional. Also they were very generous to comply with my request to give tax details for previous 2 years involving loss of BTC due to hacking.
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Anon
I tried CountDeFi to navigate the chaotic mess of tracking my crypto transactions, gains, and losses. Initially skeptical, CountDefi came through. I found other crypto calculators lacking in complete blockchain analysis, but CountDeFi effectively traced my complex crypto journey and ultimately systematized order from disorder. Massive weight off my shoulders! The result was well worth the cost.
US
David A
Bianca made what seemed impossible as easy as it could be. From start to finish everything was completed in order so it made sense, all of my questions were answered, and everything was completed in a timely manner. Highly recommend.
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Frequently asked questions
When should I start crypto tax planning?
Before 31 December. Loss harvesting, gain timing, and method choices only work inside the tax year; after year-end the options collapse into reporting.
Does the wash sale rule apply to crypto?
Not under current law, though Congress has proposed extending it to digital assets. We plan positions that work under today's rules and hold up if the law changes.
Which inventory method should I use?
It depends on your holdings and goals. FIFO is the default, and since January 2025 basis is tracked wallet by wallet. We model the options on your real data before you elect one.
Is it too late for tax planning if it's already December? No. Even late in the year there is usually room to harvest losses and time disposals, and whatever can't change this year becomes the plan for next year.
How much does crypto tax strategy help cost?
Plans scale with your transaction volume and complexity, not billed by the hour, and every plan includes software, reconciliation, and a complete report.
My portfolio spans DeFi, staking, and a dozen wallets. Can you plan around it?
Yes. We've reconciled complex on-chain activity since 2017, and strategy starts only after your full history is rebuilt and verified.
