What Moontax does

Moontax, operating under legal entity HelloBeam, Inc. and headquartered in Salt Lake City, Utah, is a private, services-led firm focused on cryptocurrency tax reconciliation and compliance. Its core activity is decoding complex blockchain transactions from multiple wallets and exchanges, accurately categorizing and labeling them, and producing IRS-compliant reporting and audit defense for individual crypto investors, blockchain businesses, and CPA professionals. The company anchors its offer on three customer problems: inaccurate automated software classification, incomplete multi-chain records, and the shortage of accountants familiar with crypto tax law.

The platform architecture combines a self-service web application (app.moontax.com) with a branded AI sub-product called CPAI (CPA Intelligence), accessed via cpai.io, that automates real-time transaction classification and reconciliation across wallets and exchanges. Moontax monetizes primarily through professional services performed inside clients' existing crypto tax software accounts (e.g., CoinTracker, BitWave), with quote-based, non-public pricing and a la carte offerings including transaction reconciliation, data cleanup, wallet audits, and add-on audit defense. The firm extends its service bundle through strategic partnerships with Olson & Partners Law (legal opinion letters) and Securus Advisors (in-house CPA tax strategy and filing), positioning itself as a multi-disciplinary crypto tax back office rather than a pure SaaS product.

Go-to-market is sales-led and consultation-driven via consultation.moontax.com, supplemented by community-led demand generation through conference presence (NFT NYC, Permissionless) and an educational video library. The company is small (1-10 employees) and actively hiring reconciliation specialists, with no disclosed external funding. Reported scale metrics include "over $1 billion in crypto transactions reconciled," "$35M+ in client savings," and a "$400k in retained revenue" reference, though revenue figures are not formally disclosed.

Name

Moontax

Legal name

Hello Beam Inc.

Website

https://moontax.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Moontax is a Salt Lake City-based crypto tax firm that provides transaction reconciliation, IRS-compliant reporting, and audit defense to individual crypto investors and blockchain businesses, augmented by its CPAI AI automation sub-product and CPA and legal partners.

Ownership category

akta.pro rank

Product category

Crypto Tax Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)

SIC

Finance Services (6199)

akta.pro primary industry

Regulatory Reporting, Tax & Audit Trails (reconciliation, provenance) (FSAPAJAI)

akta.pro secondary industry

Smart Contract & Token Operations Infrastructure (Lifecycle, Corporate Actions) (FSAGAMAH)

Keywords

• Crypto tax services
• Transaction reconciliation
• Crypto accounting software
• IRS compliance reporting
• Audit defense services

Headquarters

HQ city

Salt Lake City

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales

Revenue model

1. Transaction Reconciliation Services: Full service data reconciliation where Moontax specialists take over client accounts in crypto tax software platforms and handle all transaction categorization and reconciliation. Service-based revenue from professional expertise.
2. AI-Powered Tools (CPAI): Access to advanced AI-powered tools for automated crypto transaction processing and categorization, likely offered as subscription or add-on service.
3. CPA and Tax Filing Services: In partnership with Securus Advisors for comprehensive tax strategy and filing services.
4. Legal Opinion Letters: Authoritative legal guidance for complex crypto transactions through professional opinion letters crafted by Olson & Partners Law.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

Moontax specializes in decoding complex blockchain transactions to accurately determine their tax implications. The company provides expert-backed, IRS-compliant transaction reconciliation services across multiple wallets and exchanges, complemented by AI-powered automation through CPAI (CPA Intelligence). Services include a one-on-one wallet audit with a data specialist, full data reconciliation handled within the client's crypto tax software platform, CPA tax strategy and filing via Securus Advisors, and legal opinion letters for complex situations through Olson & Partners Law.

Product overview

Moontax is a crypto tax reconciliation platform consisting of two primary branded offerings: the Moontax core platform (app.moontax.com) and the CPAI AI-powered sub-product. These are supported by add-on services including the Transaction Reconciliation Service, Legal Opinions (via Olson & Partners Law), and the Wallet Audit consultation feature. A Video Library provides educational content. Together, the platform processes crypto transaction data from multiple wallets and exchanges, applies AI automation for classification, and delivers IRS-compliant, audit-ready reporting backed by CPA and legal support.

Differentiator

Problem solved

Functional benefit

Brands

• CPAI: AI-powered automation tool for automated crypto transaction processing and categorization, saving time and streamlining tax preparation.

Products and services

• Moontax Core Platform Audit-grade crypto tax intelligence platform providing transaction reconciliation, IRS-compliant filing support, and audit defense. Provides access to AI-powered tools for automated transaction processing and categorization, backed by expert reconciliation.
• CPAI (CPA Intelligence) AI-powered automation tool that classifies and reconciles crypto transactions in real time, automating transaction categorization across multiple wallets and exchanges to save users time.
• Transaction Reconciliation Service

Quantifiable outcome

• Over $1 Billion in crypto transactions reconciled
• +2 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability2 records

Feature4 records

Partnerships

Four partnerships are on record, tiered core.

• Olson & Partners LawcoreStrategic or Co-development PartnerLaw firm partnership for crafting professional legal opinion letters for complex crypto transactions. Provides authoritative legal guidance and peace of mind for clients navigating complex tax regulations.
• Securus AdvisorscoreStrategic or Co-development PartnerIn-house CPA solutions partner providing complete tax strategy and filing services. Complements Moontax's reconciliation services with comprehensive tax planning.
• Beam (HelloBeam, Inc.)coreOthersParent company operating as HelloBeam, Inc. DBA Moontax. Provides software, website, and reconciliation services for blockchain record keeping and transaction analysis.
• CPAI (CPA Intelligence)coreOthersAI-powered automation platform for crypto transaction processing and categorization. Accessed via cpai.io, integrated into Moontax's service ecosystem.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Market position

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/M00NTAX
• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/moontax

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Moontax