Classification work
Human-led work around lot matching, source notes, and packets your preparer can open without reconstructing wallet history.
Accountant handoff packet
Assemble a labeled packet from an already-classified organizer file so your preparer receives one coherent set of notes.
Exchange export review
A focused pass over raw CSVs to spot transfer rows, fee lines, and duplicates before classification begins.
Lot classification session
Sit with your exchange exports and assign cost basis lot by lot in the desktop organizer, with notes ready for your accountant.