Crypto Reporting: Meet the New Form 1099-DA

What’s New for 2026: Brokers are now required to report gross proceeds from digital asset sales directly to the IRS. Furthermore, as of January 1, 2026, brokers must also track and report your cost basis for newly acquired assets. This eliminates the guesswork of calculating gains and losses but means the IRS will have a direct record of your activity.

The Strategy: Don't wait for the form to arrive. We recommend reconciling your wallet activity now to ensure the cost basis reported by your exchange matches your actual records, preventing you from being overtaxed on "untracked" gains.

Schedule Your Consultation

This is the first step toward your financial peace of mind. Fill out your details, and our team will be in touch shortly to set up a time to talk.

Your privacy is our priority. Please do not include sensitive information (like SSNs) in this form. We will provide a secure portal for all document exchange.

Have a question about our services? Check our FAQ page for a quick answer.