Wise.cpa

Simi Valley, CA 93065

About

Wise.CPA, founded in 2025 and based in Simi Valley, California, is a modern, fully virtual CPA firm specializing in cryptocurrency taxation. With a focus on clear communication, flat-fee pricing, and paperless workflows, Wise.CPA helps tech-savvy individuals and small business owners navigate complex tax matters with ease. The firm is particularly attuned to crypto investors, equity-compensated professionals, and clients engaged in DeFi and high-volume transaction environments.

Experience and qualifications

Wise.CPA is led by Leah Wise, a Certified Public Accountant (CPA) licensed in California with over 15 years of public accounting experience. Leah has extensive experience preparing complex individual tax returns. The practice is committed to professional ethics, continuing education, and staying at the forefront of evolving IRS cryptocurrency guidance. Wise.CPA operates with transparency, professionalism, and a modern digital-first approach to client service.

Client focus

Wise.CPA primarily serves:

  • U.S.-based individuals with cryptocurrency investments

  • Tech professionals with equity compensation

  • Small businesses and self-employed entrepreneurs

  • Clients with high-volume or cross-platform crypto activity

  • Early-stage DeFi users and NFT investors

While based in California, Wise.CPA works with clients across the United States.

Service offerings

Wise.cpa can assist with:

  • Crypto tax reporting (DeFi, CeFi, hybrid platforms)

  • NFT transactions

  • Liquidity Pools & Staking

  • Bridged Transactions

  • Token Swaps & Airdrops

  • ICO/IDO participation

  • Equity compensation (RSUs, ISOs, ESPPs)

  • High-volume crypto trading

  • IRS letter & audit response support

  • Annual tax return preparation and planning

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