Field guides

Better crypto records start with better evidence.

Practical, source-first guidance for people and accountants dealing with incomplete exchange, wallet, and opening-lot records.

01 · Coinbase records

Coinbase missing cost basis: what to collect before a review

A practical, non-tax-advice checklist for reconstructing missing Coinbase cost basis from source records and documenting what remains unresolved.

Read the guide

02 · Transfer evidence

Unmatched crypto transfers: a practical evidence checklist

How to investigate crypto deposits, withdrawals, and wallet transfers that do not line up across exports, without assuming a tax treatment.

Read the guide

03 · Binance records

Binance CSV reconciliation: why a complete export may still need review

A source-first checklist for checking Binance spot CSV exports, fees, transfers, and opening lots before an accountant handoff.

Read the guide

04 · Accountant handoff

What an accountant-ready crypto Evidence Pack should contain

A practical handoff model for accountants who receive incomplete crypto records: source map, reconciled ledger, decision log, and open items.

Read the guide