Four tiers. Same audit. More documentation as you go up.

Every plan runs the same eight-indicator audit. Higher tiers add dollar-impact analysis, remediation roadmaps, and the Position Memorandum — a written defense of your tax positions in your own facts.

Tier 1 — Self-Serve Audit

$149

The 8-indicator audit on your CoinTracking export and filed return.

  • 8 detection rules across multi-year exposure
  • Severity grading (FLAG / WARN / INFO / PASS) for every check
  • LLM-narrated findings with implications and recommended actions
  • Downloadable PDF report
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Tier 2 — Guided Review

$499

Everything in Tier 1, plus the dollar impact and the path forward.

  • Estimated dollar-impact range for each finding
  • Remediation roadmap — specific corrective steps in priority order
  • Reasoning behind each impact estimate, sourced to transactions
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Recommended

Tier 3 — Position Audit

$1,495

Everything in Tier 2, plus a Position Memorandum for every finding.

  • Framework-grounded written defense of your tax positions
  • License + Constructive Receipt analysis applied to your specific transactions
  • Documentation requirements list — what to gather, why it matters
  • The memo your CPA, your amended return, or the IRS asks for
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Recommended for filers with multi-year crypto exposure or audit risk.

Tier 4 — Premium Engagement

$2,995

Everything in Tier 3, plus document templates as they ship.

  • Position Audit with the full Tier 3 deliverable today
  • Tier 4 document generation activates in v1.1+ (License Agreement, §1341 Election, Action by Sole Member, others)
  • Pre-launch customers automatically receive the document package when generation activates — at no additional cost
  • Priority support during initial document rollout
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A note on Tier 4.

Tier 4 includes document templates (a License Agreement, a §1341 Election Statement, an Action by Sole Member, and others applicable to your facts) that we are still finalizing. v1 Tier 4 customers receive the full Tier 3 deliverable today — the audit, dollar impacts, remediation roadmap, and Position Memorandum for every finding. When document generation activates in v1.1+, we send the document package to you, no additional charge. If you'd rather wait for full Tier 4, choose Tier 3 today and we'll honor the upgrade pricing if you decide to move up later.