1099-DA Reconciliation Readiness Assessment
$249 for a TY2025 source and data-health screen before a full broker-to-ledger reconciliation is accepted. The fee is credited if you proceed with an accepted engagement.
No tax documents are collected on this page. We confirm fit and obtain engagement acceptance and payment before requesting records.
In short: The $249 assessment tells you whether your TY2025 exchange, wallet, and Form 1099-DA records are complete enough for a defensible reconciliation. It identifies missing records and blocked issues before you pay for a full project.
What's Included
- A TY2025 source and data-health screen for up to three exchange or wallet sources and 5,000 transaction rows
- An inventory of the Form 1099-DA, exchange, wallet, and supporting records supplied
- Import acceptance or rejection results, with row counts where available
- A blocking-issue and missing-evidence list
- A written fit decision, records request, and scope and fee for any accepted next step
- The assessment fee credited toward an accepted full-reconciliation engagement
Timeline: Timing is confirmed after the engagement letter is accepted and all requested records are received.
Not included:
- A corrected taxable gain, Form 8949, Defense Package, tax-return preparation, filing, or IRS representation
- Tax years other than 2025 or records above the pilot caps
- DeFi, NFTs, mining, staking, derivatives, margin activity, liquidations, unsupported lot methods, or materially incomplete histories
First paid step
Find the record problems before calculating the answer
A broker form reports what the broker saw. Your tax result may depend on basis, holding period, fees, and transfers that live across several sources. A reliable reconciliation starts by proving that those sources can be connected without guessing.
The readiness assessment is a controlled screening step. It identifies missing files, rejected files or rows, incomplete transfers, unsupported activity, and ambiguous matches before Arc & Ledger accepts a full reconciliation engagement.
What the broker reported
The Form 1099-DA and any supplemental broker detail are preserved as separate evidence.
What your records can support
Exchange and wallet rows are checked for chronology, completeness, transfers, fees, and basis evidence.
Whether a full reconciliation is safe to accept
You receive a written fit decision, missing-record request, and next-step scope instead of an unsupported estimate.
Request the assessment
Send only your name and email. We will confirm fit first; records are requested through the secure portal only after engagement acceptance and payment.
Pilot scope is intentionally narrow
Narrow support is how the first cases stay reviewable and traceable. Unsupported activity is identified, not forced into a calculation.
Screened for the TY2025 pilot
- Federal tax year 2025
- Up to 3 centralized-exchange or wallet sources
- Up to 5,000 transaction rows
- Ordinary wallet-to-wallet transfers
- FIFO and documented acquisition or disposition fees
- Structured Form 1099-DA records
Not accepted in the first pilot
- DeFi, NFTs, mining, or staking structures
- Derivatives, margin activity, or liquidations
- Unsupported lot-selection methods
- Materially incomplete transaction history
- Cases that require guessing at missing prices or acquisitions
- Tax years other than 2025
Records stay behind the engagement boundary
The website collects no transaction details. After fit review, Arc & Ledger sends the engagement letter. Records are requested through the existing private portal only after the letter is accepted and payment is confirmed. The Reconcile & Defend workbench uses a case reference and preserves source hashes for review.
If you already received a notice, use Notice Rescue so the response deadline is screened first.
Frequently Asked Questions
Common questions about this service area.
Related Guides
Learn more about this topic with our in-depth guides.
Related Services
Explore other ways we support our clients.
Notice Rescue
Use this if you already received an IRS or state notice and need a deadline-aware written response plan.
Learn MoreTax Review
A second-opinion review of a filed or prepared return, scoped separately from transaction reconciliation.
Learn MoreTax Resolution
Separate representation for IRS balances, notices, collections, and multi-year compliance issues.
Learn MoreStart With a Controlled Readiness Check
The public request collects only your name and email. Records move through the private Arc & Ledger portal only after engagement acceptance and confirmed payment.
“Arc & Ledger provided exceptional service, making my tax preparation seamless and stress-free.”– Christian S., Google Review
Both reach the same Enrolled Agent review. After either one, you'll receive a secure Client Portal invitation to upload your documents.