Professional overflow support
Keep the tax professional and software you trust
BasisRestore organizes incomplete crypto records into a traceable evidence handoff, so the professional responsible for tax and filing decisions can review the record trail.
A bounded records handoff
We preserve sources, reconcile a working ledger, and make assumptions and unresolved items visible. BasisRestore provides no tax advice, does not file returns, and does not replace the professional or software you already use.
What the handoff contains
- Source map
- Reconciled ledger
- Decision log
- Open-items list
Synthetic example — no customer data
This print-friendly example is illustrative only. It contains no customer record, address, wallet identifier, account number, or transaction identifier.
| Source | Evidence status | Records note |
|---|---|---|
| Coinbase retail history | received | Preserve source export and map it to the working ledger. |
| self-custody transfer | matched with transaction reference | Record the matched transfer relationship and evidence location. |
| external acquisition evidence | missing | Keep the gap visible for client or adviser follow-up. |
| opening lot | adviser review required | Document the unresolved item without making a tax conclusion. |
Start with a no-upload readiness check
The short check surfaces likely evidence gaps before any contact details are requested. It accepts no files, private keys, or case narratives.
Check records readiness