About
Sage Finance, founded in 2023 and based in the U.S., is a modern tax and accounting firm supporting startups, small businesses, and crypto investors. Sage Finance provides specialized crypto accounting and IRS-compliant tax reporting across wallets, exchanges, and DeFi protocols, covering trading, staking, NFTs, mining, liquidity pools, airdrops, and cross-chain transactions.
The team includes experienced U.S. tax professionals, CFAs, CPAs, and EAs with deep expertise in federal and multi-state compliance. Beyond crypto, Sage Finance offers end-to-end services such as business and personal tax preparation, R&D credits, bookkeeping, payroll, entity structuring, and CFO dashboards, ensuring clients get audit-ready records and growth strategies.
Experience and qualifications
Sage Finance operates under the leadership of experienced U.S. tax professionals and CFA's with deep expertise in federal and multi-state compliance. The team brings backgrounds in accounting, tax advisory, and CFO services, with hands-on experience supporting startups, small businesses, and international founders. Sage Finance works with Certified Public Accountants (CPAs) and Enrolled Agents (EAs), adheres strictly to IRS Circular 230 standards of professional ethics, and maintains active proficiency in platforms such as QuickBooks Online, Xero, Wave, and Puzzle.
Client focus
Sage Finance specializes in serving startups, small businesses (LLCs and Corpo=, entrepreneurs, and international founders establishing U.S. entities. Clients include technology companies, e-commerce businesses, and service-based organizations.
Service offerings
Sage Finance can assist with:
Business & personal tax preparation
R&D tax credit studies (Form 6765)
Multi-state sales tax compliance
Bookkeeping clean-up & ongoing management
CFO dashboards & financial modeling
Cross-border tax support for founders
IRS & state notice resolution
Crypto tax reporting & reconciliation
NFT accounting & valuation support
Liquidity pools & DeFi transactions
Mining & airdrop income reporting
Bridged / cross-chain activity tracking
High-volume crypto transaction management
Wallet & exchange reconciliation (multi-platform)
