Method
How a lot review runs
From export intake to findings memo — the path we use for tax-lot performance analysis on active cryptocurrency books.
Intake
Venue list, export samples, wallet map, and the review window. We confirm matching preferences before any rebuild begins.
Rebuild
Acquisition lots are assembled from fills and transfers. Gaps are tagged — never silently filled with averages.
Walkthrough
One live session to review ambiguous matches, fee treatment, and any OTC legs that need your confirmation.
Delivery
Lot schedule, attribution tables, and a findings memo written for your tax adviser — not a trading pitch.
Materials that speed the work
Complete trade history with fees, deposit and withdrawal logs, and notes on which wallets share an economic book. If you keep records in Crypto Portfolio Desktop, attach its lot export alongside exchange CSVs.
Where we work
Remote sessions are standard. On-site meetings are available at 61 Yeouinaru-ro, Yeongdeungpo-gu, Seoul 07328 by appointment.
Start with the flagship review
The Tax-Lot Performance Review is the usual entry point. Transfer reconciliation can be added when wallet chains are the main risk.