Services
Three services, each built for a distinct need
Ongoing accounting for active participants, tax return preparation for the annual filing, and periodic portfolio reconciliation for those who need a unified view of their positions.
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What Sumvane offers
Digital asset participants have different accounting needs depending on how actively they're engaged in the market. Someone who holds a portfolio across multiple platforms and checks it quarterly has different requirements from a business with ongoing acquisition and disposal activity throughout the year.
Sumvane's three services are designed around those different needs. Each one is focused on a specific part of the accounting picture — and each can stand alone or be combined depending on what your situation calls for.
Pricing is transparent and structured around the scope of work. There are no hidden costs or vague "starting from" figures — the price listed reflects what the service actually covers.
Monthly Service
Digital Asset & Cryptocurrency Accounting
$600 USD / month
Specialized financial tracking and reporting for businesses and individuals who hold or transact in digital assets on a regular basis. This service covers the ongoing accounting work that active participants need throughout the year — not just at filing time.
Cost-basis calculations maintained and updated as new transactions occur
Disposition tracking with correct classification of each realized gain or loss
Staking and mining income recorded and classified separately from capital transactions
Preparation of tax-related schedules compatible with evolving reporting requirements
Records maintained month to month so year-end doesn't require reconstructing the full history
Appropriate for
Active participants in the digital asset space — businesses and individuals with regular acquisition, disposal, or income-generating activity across digital assets who need organized, defensible records maintained throughout the year.
Annual Service
Digital Asset Tax Return Preparation
$850 USD
Preparation of tax returns that incorporate cryptocurrency and digital asset transactions. This service is designed for individuals or entities with more than fifty annual transactions across digital platforms — the threshold at which standard tax preparation approaches tend to produce incomplete or inaccurate results.
Calculation of gains and losses across multiple wallets and exchanges, reconciled into a single history
Reconciliation of transaction histories from provided exchange and wallet exports
Proper classification of various digital asset income types — staking, mining, airdrops, lending yield
Short- and long-term gain classification applied throughout the transaction history
Documentation structured to support the return preparation by the tax professional handling the filing
Appropriate for
Individuals or entities with more than fifty annual transactions across digital platforms who need accurate reconciliation and correct income classification built into the tax return rather than handled as an afterthought.
Quarterly Service
Portfolio Reconciliation & Reporting
$450 USD / quarter
Periodic reconciliation of digital asset holdings across wallets, exchanges, and custodial accounts. Each quarter produces a consolidated position report showing current holdings, historical cost basis, and unrealized gain or loss by asset — without requiring active engagement with the accounting process on your end.
Reconciliation across wallets, exchanges, and custodial accounts into a single consolidated view
Current holdings shown by asset with historical cost basis and unrealized gain or loss
Discrepancies between platform data and expected positions identified and flagged
Delivered quarterly so position data stays current without requiring continuous engagement
Report formatted to support portfolio management decisions and tax planning conversations
Appropriate for
Portfolio managers and individuals who hold digital assets across multiple platforms and need a unified, current view of their positions without the overhead of maintaining the reconciliation themselves on an ongoing basis.
Pricing at a Glance
Transparent pricing, clear scope
Ongoing Accounting
$600
USD per month
Digital Asset & Cryptocurrency Accounting
Cost-basis tracking, disposition recording, income classification, and tax schedule preparation — maintained throughout the year.
DetailsTax Return
$850
USD, annual
Digital Asset Tax Return Preparation
Full reconciliation and income classification for 50+ annual transactions, structured to support the return filing.
DetailsPortfolio View
$450
USD per quarter
Portfolio Reconciliation & Reporting
Consolidated position report across all platforms — current holdings, cost basis, and unrealized gain or loss each quarter.
DetailsThese services can be used individually or in combination. If your situation calls for more than one, get in touch and we'll outline what a combined engagement would look like.
Fit
Who these services are suited to
Active individual traders
Individuals trading across multiple exchanges with more than a handful of transactions per month. The ongoing accounting service keeps records current without requiring manual tracking.
Businesses with digital asset exposure
Businesses that hold crypto on the balance sheet, accept digital asset payments, or have treasury activity in digital assets requiring ongoing accounting treatment.
Portfolio managers
Those managing digital asset portfolios across multiple custodial and non-custodial accounts who need a consolidated view of positions, cost basis, and unrealized gains.
Staking and mining participants
Individuals and entities with staking rewards, mining income, or other yield-generating digital asset activity that requires separate income classification.
Those approaching the filing deadline
Individuals who need their prior-year digital asset transactions reconciled and classified correctly for tax return preparation — particularly when transaction volume exceeds fifty events across platforms.
DeFi and multi-protocol participants
Those engaged in DeFi protocols, liquidity provision, or activity spanning multiple chains who need accounting that handles the complexity of those transaction types specifically.
Choosing
Which service fits your situation
"I trade or transact regularly throughout the year."
"I just need my prior-year transactions handled for the tax return."
"I hold assets across several platforms and want a clear picture of where I stand."
"I'm not sure which service fits — my situation is a bit of all three."
Next Step
Ready to bring structure to your digital asset records?
Send a brief message describing your holdings, transaction volume, and what you're trying to address. We'll come back with a clear outline of the work involved.
Get in Touch