DAG Private Client
Independent Crypto Tax Expert Support
DAG has conducted due diligence to find independent crypto experts who understand digital assets the way you actually use them.
DAG connects you with independent crypto-fluent tax specialists who can support:
Section 01
Your accountant may not be ready for your tax return
You swapped tokens on three different chains. You earned staking rewards on assets you bought at different prices. You minted an NFT, sold it eight months later, then used the proceeds to enter a liquidity pool.
The IRS asks directly on Form 1040 whether you received, sold, exchanged, or disposed of digital assets. Checking "no" when the answer is "yes" creates problems down the road. Checking "yes" and filing incorrect amounts may create a different set of problems.
DAG Private Client coordinates tax filing support through independent partner tax professionals who work on digital asset returns full-time. Cost basis tracking across exchanges and wallets, staking income with fair-market valuation at receipt, NFT classification, DeFi position reporting, and the multi-chain reconstruction the IRS expects to match what the exchanges already sent them.
Did you know
1099-DA broker reporting started in tax year 2025. The gap between what exchanges send the IRS and what filers report is closing.
Section 02
Six common filing scenarios.
Benefits
Why DAG clients work with us
Crypto-fluent independent tax professionals. The specialists we connect you with work on digital asset returns as part of their tax practices.
Starting at $500. (Includes partial credit towards tax filing service which may vary depending on individual circumstances.) Covers a complete tax return for most clients, prepared and filed by your independent tax professional. If your situation needs more, you'll be consulted before anything additional is billed, at $250 per hour.
Multi-chain support. The independent tax specialists work across Ethereum, Bitcoin, Solana, XRP Ledger, Avalanche, Hedera, and other major chains.
Pricing
What's Included
Starting at $500/each
- · Individual
- · SMLLC
- · Corporation
- · Partnership
- · Trust & Estate
- · Gift
Includes your complete tax return for most clients. Work beyond that scope is billed at $250/hour, with your approval before it begins. Our pricing includes partial credit towards tax filing services which may vary depending on individual circumstances.
GET INDEPENDENT CRYPTO TAX HELPQuestions
Frequently asked
Next step
If you've held crypto for more than a year, you've probably had at least one taxable event.
$500 per referral, flat (includes partial credit towards tax filing service which may vary depending on individual circumstances). Six common scenarios, transparent referral cost. Crypto-fluent independent tax professionals to handle the preparation and signing. DAG coordinates the data work, the integration with your LLC, and the handoff. The reconstruction is part of the engagement.
DAG Private Client coordinates tax filing support through licensed tax professionals. DAG is not a CPA firm and does not provide tax advice. Returns are prepared and signed by independent qualified tax preparers licensed in the independent applicable jurisdiction.
Crypto tax treatment, cost basis methodology, and specific filing positions (including NFT collectible treatment, mark-to-market elections, FBAR and FATCA applicability to digital assets) depend on individual circumstances and current IRS guidance, which continues to evolve. Specific filing positions are professional judgment calls made by the independent tax preparer.
Penalty references describe statutory provisions under the Internal Revenue Code as currently in effect. Actual penalty outcomes depend on the facts of each case. Pricing of $500 per referral covers the scope of work defined in the engagement agreement. Cost includes partial credit towards tax filing service which may vary depending on individual circumstances. References to specific court cases, IRS notices, revenue rulings, and statutory provisions are factual citations as of the date of publication and may be superseded by subsequent guidance or law changes. The information on this page is general in nature and is not a substitute for jurisdiction-specific tax advice.
Disclosures
DAG Holdings Co is a holding company that does not provide investment advisory, brokerage, administrative, or insurance services to clients. DAG is not a law firm, does not provide legal or tax advice, and does not provide tax preparation services. Tax matters are handled through referrals to qualified independent tax professionals.
DAG Private Client services involve estate matters that require qualified independent counsel in the applicable jurisdiction. LLC formation, trust drafting, and estate planning services are provided in coordination with or by qualified independent legal counsel licensed in the applicable jurisdiction.
Asset protection structures, including Wyoming LLCs and trusts, do not guarantee protection against all claims, creditors, or losses. Outcomes depend on specific facts, jurisdiction, and applicable law.
Insurance products and services are offered through Xure Insurance or its affiliates.
Investment advisory services are offered exclusively through DAG Wealth, an SEC-Registered Investment Adviser (CRD No. 328627). Registration with the SEC does not imply a particular level of skill or training. Form ADV and Form CRS are available upon request or at www.adviserinfo.sec.gov.
Custody arrangements with third-party independent qualified custodians reduce certain risks but do not eliminate them.
Investing in digital assets involves risk, including the possible loss of principal. Digital assets are highly volatile and may not be suitable for all investors. Past performance is not indicative of future results.
Specific fee schedules, scope of engagement, conflicts of interest, and material business practices are disclosed in writing before engagement and in Form ADV Part 2A for the investment-advisory portion.
The information on this site is for general educational purposes and is not legal or tax advice.