AI-Native Crypto Tax & Portfolio Reporting
Built a tax and portfolio reporting platform that ingests transactions from 30+ exchanges and wallets, computes FIFO cost-basis, and generates IRS Form 8949 + Schedule C in one click — shipped from clickable AI prototype to production in 10 weeks.
Most of our work is under NDA. Per agreement, we can share the work but not the company details — all names and identifying information shown here have been changed.
1 week scope, 2 weeks AI prototype, 7 weeks production build with FIFO tax engine.
Direct ingest from CEX APIs, on-chain wallets, CSV imports, and DeFi protocols.
IRS Form 8949 and Schedule C generated automatically with full audit trail.
AI tax advisor surfaces tax-loss harvesting opportunities and explains every gain or loss.
Retail crypto investors were piecing together tax reports from spreadsheets, exchange CSVs and on-chain explorers — with no consistent FIFO cost basis, no audit trail, and no clear path to filing IRS Form 8949 without a CPA.
We unified transaction ingest, FIFO cost-basis computation, realised/unrealised PnL, and one-click IRS form generation into a single dashboard with a built-in AI tax advisor — validated through a clickable AI prototype before any production code.
Every exchange exports differently, every wallet has its own format, and US tax rules treat each disposal as a taxable event. Retail users had no consistent way to file.
Every CEX, wallet, and DeFi protocol exports transactions in a different shape — different columns, fee handling, and time zones. Reconciliation by hand was error-prone.
FIFO, LIFO, and specific-ID cost-basis methods produce wildly different tax outcomes. Users had no tool that applied a single consistent method across every account.
Generating Form 8949 by hand from raw transactions is a multi-day exercise — and easy to get wrong in ways that trigger an audit.
Retail users could not afford a crypto-savvy CPA, but generic tax software did not understand DeFi, staking, or NFTs at the level required for accurate filing.
Week 1: embedded with CryptoTax's product and tax-engineering teams to map every transaction type — buy, sell, swap, transfer, stake, NFT — and the FIFO cost-basis rules that apply to each.
Weeks 2–3: built a fully interactive prototype with mocked transaction data, FIFO engine output, and AI tax advisor responses, so the team could click through every flow before we wrote a line of production code.
Weeks 4–10: shipped the production platform with multi-exchange ingest, FIFO tax engine, IRS Form 8949 and Schedule C export, and an AI tax advisor trained on US crypto tax law.
Most tax platforms take 9–18 months to ship to production. We delivered a clickable AI prototype in 2 weeks and a live tax engine in 10.
Every flow — transaction ingest, FIFO engine, IRS form generation, tax advisor — was validated in the prototype before any production code touched live tax rules.
Design, AI prototyping, tax-engine engineering and DevOps under one roof — no handoff between an app studio and a tax-engineering vendor.
CryptoTax paid for milestones and a working filing engine, not hours. Our incentives were tied directly to shipping a tool that users actually filed taxes with.
Built an iOS and Android app that ingests live device-level consumption from a circuit-clamp IoT sensor network, surfaces AI insights and runs smart-control automations across appliances — shipped from clickable AI prototype to App Store in 12 weeks.
Built an iOS and Android self-custody wallet supporting BTC, ETH, LTC, XRP and AVAX with one-tap send, receive and swap, plus a clean activity feed — shipped from clickable AI prototype to App Store in 8 weeks.
Enterprise Software Engineering — Human + AI
© 2026 — Copyright. All Rights reserved Oceanlab
Global Headquarters
21 Merchant Road, 3rd Floor, Singapore 058267
Main corporate office and leadership operations
North America Office
548 Market Street, PMB 12345, San Francisco, CA 94104
Client operations and business development
India Office
402 Shivalik Shilp II, SG Highway, Ahmedabad 380015
Engineering and delivery center
Enterprise Software Engineering — Human + AI
Global Headquarters
21 Merchant Road, 3rd Floor, Singapore 058267
Main corporate office and leadership operations
North America Office
548 Market Street, PMB 12345, San Francisco, CA 94104
Client operations and business development
India Office
402 Shivalik Shilp II, SG Highway, Ahmedabad 380015
Engineering and delivery center
© 2026 — Copyright. All Rights reserved Oceanlab