Nancy LandryCRYPTO RECORDS

Crypto records for U.S. investors

Crypto records.
A clear way forward.

Your activity is spread across exchanges and wallets.
Bring the records together — and understand what needs attention.

Let's look at your records How it works

Review · Reconciliation · Reporting handoff

The work, at a glanceSOURCE → RECORD

  1. Start with your sources

    Exchange exports, wallet history, and supporting documents.

  2. Compare & explain

    Trace the activity. Document corrections and open questions.

  3. Keep a clear record

    An organized package for your tax preparer.

Sound familiar?

Start with
one question.

You don't need every answer before asking for help.

Missing purchase historyThe sale is there. The purchase is not.

Review the available acquisition documents and identify what still needs supporting evidence.

Explore the scope
Activity that appears twiceOne transaction. More than one import.

Compare the source records before deciding which entries represent the same activity.

Explore the scope
Transfers that do not line upYour assets moved. The history lost the connection.

Check the records on both sides of a movement and document what can be matched.

Explore the scope

Choose the scope

A useful starting point.
A defined result.

Work is agreed around your records, with deliverables, price, and timing confirmed before it begins.

01

Records review

Identify missing history, import warnings, and the questions worth resolving.

Know where to start.
  • Source inventory
  • History gaps
  • Next-step plan
Ask about a review
02

Transaction cleanup

Compare the available evidence and work through duplicate activity or transfer mismatches.

Bring the history together.
  • Source comparison
  • Correction notes
  • Open questions
Discuss cleanup
03

Reporting handoff

Prepare the agreed records and supporting notes for your tax preparer.

Keep the explanation with the export.
  • Organized records
  • Source index
  • Unresolved items
Plan a handoff

A little preparation

Notes worth keeping.

All resources
01
Preparation · 3 min

Your crypto records checklist

What to gather before a review.

02
Broker statements · 3 min

Form 1099-DA, beyond the statement

What to compare with your source history.

Your next step

Let's untangle
your records.

Start with a short overview. We'll discuss the scope from there.

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