We are the CPA firm built specifically for the digital economy
Phoenix Principals is restoring confidence and uncovering new opportunities across the digital economy—providing tax and advisory services to blockchain and digital asset companies, financial institutions, lenders, and technology-driven businesses, while setting a new standard for professional services in an increasingly digital world.
WHAT DRIVES US
The blockchain and digital assets economy moves fast. By 2030, the industry will be changing every facet of the U.S. and world economy.
The rapidly evolving digital economy is booming, yet it remains critically underserved across key industries that are reshaping the global economy at unprecedented speed.
Founders, C-suite executives, and other industry leaders are often forced to stitch together fragmented advice, operating without the support of a trusted, integrated professional services firm.
HOW WE ARE DIFFERENT
Deep Industry Experience
Every engagement is staffed with senior professionals who bring a minimum of 10 years’ experience in blockchain, digital assets and financial services industry. That depth means faster, better decisions and solutions built for scale — not junior work overseen from afar.
Speed & Agility
We move fast without cutting corners. Our client-acceptance process is simple, fair and rapid. We assess risk openly and pragmatically, and when an engagement fits we act. For local counsel, we coordinate trusted partners and manage the entire engagement end-to-end. One point of accountability, one seamless client experience.
Scale & Flexibility
We deliver fractional senior teams through a global platform, and deploy experienced professionals without a huge price tag. Where we don’t perform work directly, we bring vetted partners into the same workflow so you receive coordinated, practical solutions rather than fragmented hand-offs.
Ecosystem Participation
We advocate and collaborate across the industry. Regulatory uncertainty is real, so we engage with regulators, tax authorities, standards bodies and industry groups to represent client realities and help shape practical, durable rules. We share what we learn through playbooks, workshops and working groups so the whole ecosystem moves forward together.
LEADERSHIP
Dmitri Alexeev
Dmitri Alexeev is a seasoned tax, blockchain and digital asset advisor with a dedicated focus on the ecosystem and related technologies since 2013. He advises leading participants across the industry — including exchanges, digital asset funds, wallets, custodians, brokerdealers, DeFi projects, NFT issuers, liquidity pools, DAOs and foundations — and provides strategic counsel to C-suite executives, founders, large family offices, and traditional companies developing digital asset strategy, governance and compliance in the United States and abroad.
Dmitri’s technical expertise includes federal and state tax controversy and dispute resolution, executive compensation and benefits, stock-based and digital asset compensation, corporate governance, intellectual property planning, and ASC 740 / IAS 12 income tax provision and public/regulated company reporting. He advises on M&A tax structuring (buy side and sell side), deal execution, post acquisition integration, cross-border transactions, and has supported companies through IPOs.
He collaborates closely with key industry stakeholders and service providers — including investment bankers, major U.S. and international law firms, and other professional advisors — and has extensive experience with financial institutions, mortgage and both traditional and emerging finance companies, fintechs, SaaS platforms and regulated entities. This deep financial services background informs his practical, compliance-aware approach to the digital asset industry. His broader industry focus includes fintech, technology, renewable energy and life sciences.
Dmitri served three years on the IRS ETAAC committee and is an active participant in industry groups and professional associations. He contributes thought leadership through speaking engagements, published commentary and thought leadership, working groups and policy forums, collaborating regularly with stakeholders to advance best practices, regulatory clarity and operational frameworks for the digital asset ecosystem.
Mark Li
Based in the San Francisco Bay Area, and with over 30 years of experience in public accounting and private industry, Mark brings a wealth of assurance and accounting advisory knowledge in the rapidly evolving technology and blockchain/digital assets sectors.
Mark was the National Technology and Blockchain / Digital Assets Assurance Leader and Audit Partner at Aprio LLP through October 2025. Prior to Aprio, Mark served as a West Region blockchain and digital assets leader for Grant Thornton, a global accounting firm, and is a veteran of the California accounting profession. Mark brings extensive experience serving blockchain and digital assets companies, including exchanges, trading and marketplace platforms, miners, wallets, custodians, B2B/B2C businesses, crypto investment funds and stablecoin. Additionally, he has experience serving pre-IPO early-stage, venture-backed technology companies as well as technology and fintech companies, including SaaS, marketplace platforms, software, business-to-consumer/internet, payments/gift cards, banking as a service, E-commerce/merchant services and blockchain as a service and specialty lending.
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