timhmccasland
Taking advantage of customers
After going over all my info, you could have told me my situation was simple and I didn’t need to spend $695.00 for your service. I want a refund of some or all of what you charged me.

We are crypto tax reporting specialists.We deliver accurate tax-efficient crypto tax reports. We deeply understand the blockchain, liquidity & staking protocols, ICOs / IDOs, NFT ecosystem, bridges and other DeFi nuances. We have a hybrid team with accountants, tax advisors, legal advisors, software professionals and degen traders.
CountDeFi (countdefi.com) has 167 customer reviews on Five Star Index, with an average rating of 4.8 out of 5.
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timhmccasland
After going over all my info, you could have told me my situation was simple and I didn’t need to spend $695.00 for your service. I want a refund of some or all of what you charged me.
Steve B.
Unfortunately I was charged a lot of money to have a completely wrong report. I shared dates and amounts of staking to the company at the beginning of the process and my capital gains were off by over $40k. My accountant, untrained in crypto, found the flaws almost immediately. I spent a lot of money to have them use there experience to make my life easier, but was left very disappointed and potentially left in a very difficult position if I would of been audited. Update: If you truly stood by your product, you would offer refunds when a report is fundamentally incorrect. Your error resulted in a $40,000 discrepancy that could have landed me in significant trouble with the government. Despite providing all the necessary data, the output was wrong. I expect you to take ownership of this failure rather than charging full price. I am prepared to leave a 3-star review noting that while the error was eventually rectified, it required me to hire an outside accountant to identify your mistakes. I am requesting a partial refund for the service and compensation for the professional fees I incurred to fix your error.
Response from CountDeFiMar 30, 2026
Steve, thank you for your feedback. You are right that our team missed a screenshot you provided during onboarding. That screenshot contained information about your staking activity that should have been flagged during reconciliation, and it was not. We take full responsibility for that. Once your accountant identified the issue, our team verified the activity on-chain, reclassified the affected transactions, and regenerated your complete tax report and supporting documents. Updated reports were delivered the same day. What we built after your case: Your experience exposed a gap in how client-provided context was being surfaced to our reconciliation team. Rather than treat this as a one-off, we used it as the catalyst for a systemic fix. Since your report, we have implemented the following: - Automated Client Context Extraction: every piece of client communication (emails, call transcripts, onboarding notes, uploaded files) is now programmatically extracted, structured, and cross-referenced against the transaction data before any report is generated. If a client mentions staking, specific tokens, or amounts, those are flagged and verified against the data automatically. A missed screenshot can no longer slip through. - Global staking detection update: your case directly led to the tokens in question being added to our staking detection engine. Every future client with those same tokens will have them correctly classified from day one, with zero manual intervention. - Context flags in every audit report: our audit reports now include a dedicated Client Context Summary section that surfaces anything the client told us and checks whether the data reflects it. If there is a mismatch, the team sees it before delivery. We process thousands of transactions across hundreds of clients. 140 of our 149 Trustpilot reviews are 5 stars, and we have maintained a 4.7 rating because we hold ourselves to an extremely high standard. When we fall short of that standard, even on a single item out of your 2 000+ transactions, we treat it as a systems problem and build controls so it cannot recur. Your report has been corrected and delivered. If your accountant has any remaining questions, our team is available. Chris Herbst Founder, CountDeFi
Joanne C.
They don't understand the complexities of the tax filing for Canadian citizens, especially for those who newly became resident. I think they deal with more US citizen cases. They overly focused on a method/scenario of proving the amount of crypto owned that probably doesn't really work when submitting documentation to the government. If you don't think you will be audited, you can use their report. In my case, I have been through some cases where I have been audited, and I know that this wo'nt work. I thought I would see what method they had to assess if it would be useful for me but it didn't seem that useful. They are not going to go into your crypto databases. I ended up going back to my own calculations and figuring it out myself
Response from CountDeFiNov 8, 2025
Hi Joanne, Thank you for taking the time to share your feedback. I’d like to take a moment to address your concerns in detail. 1. Understanding of Canadian Tax Filing Complexities We have assisted numerous Canadian residents with their crypto tax reports, all of which have successfully passed CRA inspections. The Canadian tax system can indeed be complex—especially for new residents—and we completely understand that it takes time to adapt. Our team is well-versed in these nuances and ensures that each report meets the necessary standards for compliance and accuracy. 2. Approach to Proving Crypto Ownership and Cost Basis Establishing and substantiating cost bases accurately is critical for compliance and audit readiness. This is why we follow a rigorous 7-phase process to ensure every report is defensible under review. I noted from your file that there was some frustration around our request for complete data. You had asked that we exclude certain exchanges, as you felt they were not important. However, every data source is vital—transfers between wallets and exchanges directly affect the cost basis and future taxable gains. 3. Data Source Inclusion and Report Integrity To produce accurate reports, we reconcile all transactions across all data sources. You specifically requested that certain data be excluded, and our team advised against this, explaining the potential implications. As they wrote to you: “We would advise you to include this as the transfers will be treated as disposals and will create taxable events. Excluding this data will also break the cost basis chain, impacting gains. This could raise questions from the tax authorities, and if the transactions are not included, this would need to be explained by you, as we cannot vouch for the accuracy of the report if the data is incomplete.” We are committed to producing high-quality, accurate, and tax-efficient crypto tax reports. To maintain this standard, we cannot compromise on data completeness or accuracy at a client’s request. We wish you all the best going forward and remain available should you decide to rely on professional crypto tax reporting support in the future. Kind regards, CountDeFi Team
Leo
The report I received after waiting 2.5 month had wrong calculations, that didn't make any sense with my holdings. Writing back and forth a lot didn't solve the problem, so we scheduled a call. In the call I not only had to point out that it doesn't make sense what they gave me, but also had to explain them basic tax rules from Germany (longterm holding tax is 0) that they weren't aware of. It is unsettling if you pay thousands of euros for professional analysis and than have they feeling they don't really know what they are doing. In the end I received a report that seems to make more sense, but had to fight for it. They didn't apologize for the the inconvenience or offered any compensation. Not a good experience after all. Can't recommend.
Response from CountDeFiJul 24, 2024
Hi Leo, Please see below your request to our Customer Success team on 10 July 2024: "I received the mail for rating the service. Even though you were quite responsive, overall I was not super happy because of the wrong results and all the stress I had because of it. That said I would give you a very good rating, if you would grant me some compensation. I was thinking about a tax report for 2023 for example. 2023 was quite straightforward and with few transaction, so should be easy to do for you. Please let me know if you're willing to do a deal here or not." Here is the response of our Customer Success team on 10 July 2024: Hi Leo, "It’s important to keep the integrity of Trustpilot reviews. If you prefer not to leave a review, that’s perfectly fine. Alternatively, you can provide an honest review with your reasons." To respond to your specific statements in the review: "The report I received after waiting 2.5 months" You were signed up for seven Basic Packages. Our guaranteed completion period is 14 business days for a Basic package. For your seven packages, that would be 98 business days; therefore, a 2.5-month delivery would be within the guaranteed completion period. "had wrong calculations, that didn't make any sense with my holdings" Our team typically requires additional context from the client, as each situation is unique. After our team sent you the initial context request, you also added new data sources that were not initially provided. "In the call I not only had to point out that it doesn't make sense what they gave me, but also had to explain them basic tax rules from Germany (longterm holding tax is 0) that they weren't aware of." You had a call with our customer service representative and a member of our technical team, not from our tax team. If you made clear you had tax specific questions for the call we could have added a member from our tax team. Our tax team has published guides on the crypto tax treatment in Germany, which you can view here: https://countdefi.com/blog/a-beginners-guide-to-crypto-taxes-in-germany/ and a Youtube video on the same topic: https://youtu.be/bD6Qz0rOVUU?si=tLbC8iBz6eGUIrbL This will clarify that we are highly knowledgeable in German crypto tax treatment. "It is unsettling if you pay thousands of euros for professional analysis and than have they feeling they don't really know what they are doing." We have a rigorous seven-phase process where tax is treated in a separate phase. You can view the process here: https://countdefi.com/our-process/ Our other reviews testify to our competence and likely position as the market leader in this space. "In the end I received a report that seems to make more sense, but had to fight for it." We appreciate that you provided context on certain transactions. We understand that it can be tedious to do a big retrospective case involving seven years. A big case might involve a lot of contextual questions in order to achieve a highly accurate report. "They didn't apologize for the the inconvenience or offered any compensation. Not a good experience after all. Can't recommend." As mentioned by our Customer Success team, we cannot offer compensation for a good review in exchange; that would undermine the integrity of the Trustpilot reviews. A senior member of our team has attempted to call you multiple times to discuss your pain points. However, they have not been able to reach you. We are always looking to improve our clients' experience and would love to engage with you on a resolution.