Brokers now file Form 1099-DA with the IRS. When it doesn't match the gain/loss report your tax software produced, that gap can become an IRS notice. Check yours for free, right in your browser — a few minutes, start to finish.
Run my free checkup100% in your browser. Your 1099-DA and tax report are analyzed on your own device — they are never uploaded, and the analysis makes no third-party requests. The only thing this site ever sends is the booking form you submit (your name and contact details), plus — only if you check the share box — the summary numbers. Your files, transactions and SSN never leave your device. Scheduling is powered by Calendly and loads only if you choose to book.
Files stay on your device. The first run loads the analysis engine once (~29 MB — about a short video; Wi-Fi is friendlier on mobile), then it's cached.
Starting with tax year 2025, digital-asset brokers (Coinbase, Kraken and others) must report your sale proceeds — and eventually cost basis — to the IRS on Form 1099-DA, the crypto equivalent of the 1099-B stock investors have had for years. The IRS computer-matches what the broker filed against what's on your return. Differences the IRS can't reconcile can turn into automated notices. Where your form carries no cost basis for a sale (common for transferred-in coins), the checkup flags that row as unknown-basis and compares the proceeds side — it never guesses numbers.
The usual suspects: the broker and your software use different cost-basis methods (HIFO vs LIFO vs FIFO), coins transferred into the broker arrive with no basis ("unknown basis"), sales recorded on one side but not the other, quantity differences from fees or lot splits, and timezone date shifts. Some differences are benign; some change your tax bill. Knowing which is which is the point of the review.
The analysis engine runs inside your browser (WebAssembly). Your files are read locally and never uploaded — there is no server that receives them, and the analysis itself loads everything from this site's own origin with no third-party requests. Skeptical (good!): open your browser's developer tools → Network tab and run the checkup; you'll see no request carrying your files. On a phone, try this instead: once the engine finishes loading (the progress bar completes), switch to airplane mode — the checkup still runs, because nothing is sent anywhere. The only things this site ever sends are the booking form you submit (name and contact details) and — only if you check the share box — the summary numbers, shown to you first. Scheduling is powered by Calendly: the embedded calendar loads only if you choose to book — nothing from Calendly loads during your analysis. (The header's "Book a $350 review session" button goes straight to our Calendly page instead.) Calendly's own privacy policy applies inside the scheduler.
A CPA from our Digital Assets division walks your comparison line by line: which differences are explained (and how to document them), which ones change your tax bill, what to do about unknown-basis coins — and you leave with a concrete fix list for filing. The checkup itself is free; the $350 session fee is collected when you book. If the work goes beyond the session (amended returns, basis reconstruction, full reconciliation), we'll quote that separately.
1099-DAs from Coinbase and Kraken today (Robinhood is next). On the report side: Koinly's capital-gains export works out of the box, and any CSV/Excel with the standard columns (Date Sold, Date Acquired, Asset, Amount, Cost, Proceeds, Gain/Loss) works too. One broker per run — run it again for your other accounts.
