Digital asset tax specialists
Digital asset tax, done right — and defended when it counts.
Crypto, NFT, DeFi, and staking tax preparation and IRS representation from an Enrolled Agent who teaches other tax professionals how to report digital assets.
MDM Financial Services is a family-owned tax practice with more than 45 years of experience, now focused on one of the most complex areas of the tax code: digital assets. We reconcile the records, prepare the return, and stand behind it — at the IRS and, if needed, in the United States Tax Court.
Our specialty
Digital Assets & Cryptocurrency
Starting with 2025 sales, crypto brokers report your gross proceeds to the IRS on the new Form 1099-DA — often without the cost basis needed to calculate your actual gain. Coins bought before 2026 or moved in from an outside wallet can show up with proceeds and no basis, which can make your tax bill look far larger than it is.
We close that gap. We reconcile exchange, wallet, and on-chain records into a complete transaction history, establish defensible cost basis, and report everything correctly on your return.
Trading & investing
Centralized exchanges and self-custody wallets, reconciled into one history.
Staking, mining & airdrops
Income recognized and valued correctly, with basis carried forward.
DeFi
Lending, liquidity pools, and wrapped tokens.
NFTs
For creators and collectors alike.
Prior-year cleanup
Amended returns for activity that was missed or misreported.
IRS crypto letters
Responses to compliance letters, including Letter 6173.
Matt Metras, EA, USTCP teaches continuing education on digital asset reporting to other tax professionals. You get the practitioner other practitioners learn from.