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Top Accountants for Crypto Investors | Sam's List

Cryptocurrency taxes are confusing—and one mistake could trigger an audit. Whether you're trading, staking, flipping NFTs, or earning yield in DeFi, we’ll help you find an accountant who specializes in crypto tax reporting, cross-border compliance, and IRS forms like 8949 and 1099-DA.
Need to outsource something else? Search for proactivefinancial advisorsandfractional CFOson Sam’s List too. Make sure to check the reviews, it’s one of the most important parts of your vetting process!
Acuity | Accounts Payable/Receivable, Budgeting & Forecasting, Business Tax Preparation
Anywhere

Acuity

Scale confidently – our clients see a 313% higher survival rate.
0 Client Reviews
Requirements
CAPTRUST | 401(k) & IRA Management, Asset Allocation, College/Education Planning
Anywhere

CAPTRUST

CAPTRUST is a leading independent investment research and advisory firm providing comprehensive wealth management services to individuals and institutions.
0 Client Reviews
Requirements
Thomas-Kopelman | 401(k) & IRA Management, Cash Flow Planning, Debt Management
Anywhere

Thomas-Kopelman

AllStreet Wealth is a financial planning firm for 7 figure business owners and executives. We have a licensed financial advisor and tax professional on the team who work together on every client. We have flat fees and AUM models for those that also want their assets managed, but there is no requirement for that. We know planning, specifically income, capital gains, and estate tax planning, is the biggest value add.
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8 Client Reviews
Requirements
Ad Astra Financial Planning | Alternative Investments, Asset Allocation, ESG/Impact Investing
Anywhere

Ad Astra Financial Planning

Ad Astra Financial Planning specializes in helping tech professionals make work optional and take career breaks through harnessing equity compensation and tax-efficient financial planning.
We are a flat-fee, fee-only firm—we don't receive commissions or kickbacks or charge based on a percentage of your assets.
0 Client Reviews
Requirements
Montebello Avenue | 401(k) & IRA Management, Alternative Investments, Asset Allocation
Anywhere

Montebello Avenue

Real, personal, specialized wealth management for families with $3M-$30M in assets.
0 Client Reviews
Requirements
Matt-Magee, CFP® | 401(k) & IRA Management, Alternative Investments, Cash Flow Planning
Anywhere

Matt-Magee, CFP®

Tax-Smart investing for Texans looking to simplify their financial lives.
0 Client Reviews
Requirements

Frequently AskedQuestions

Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
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