TokenTaxReviews of tokentax.co

Aloha, my name is Brian and i have used Token Tax software every year since 2017 to present 2023 years tax preperation to create my 8949 for my cpa. The software at Token Tax allows you to grab your own data from your own sites that you have done crypto business with and upload it so let their software to take care of it for you. BUT THE BEST PART OF THE TOKEN TAX IS their SUPPORT TEAM who keeps in contact with you if something looks odd or when you need help with your 8949 prep. They Demi, Kerri, Emma, and Vincent, and of coarse the CSV team are sooo Helpful and cheerful i dont know how they do it!! ask for help and they dive into it for you!! it doesnt matter if your a beginner or a novice you need help and Token Tax software AND support is always there for me!! I LOVE THEM AND I AM a CUSTOMER FOR LIFE!!!

I am an 81 year old rookie investor. These young folks have shown EXTREME patience with my complete lack of technical ability in retrieving the information necessary for our tax accountant. I have told them to use my "dumpster fire" case study in their training. I expected them to tell me to "go somewhere else" at any frustrating moment, but they hung in there and kept me focused on the task. My husband and I are so grateful for their help. Demi, Emma and Oat - my hero! Have recommended them to everyone! Carol in Florida

Tokentax has done my taxes for 4 years, starting in 2020. You can verify by checking Twitter for their @ and mine, cryptohydrate. Tokentax is focused on helping you avoid painful audits and on teaching you how taxes work. They give you options so you’re an active participant in your taxes. They also caution you from making common mistakes. I have them do my full return. One of their accountants, Steve C, is particularly professional and punctual. He writes extremely clear messages about what is needed from you, follows up frequently, and applies the perfect amount of pressure to get things done. Have them do your full return, get the VIP plan, these folks know what they’re doing

I have been relying on TokenTax for a few years to leverage their DeFi expertise: consolidate DeFi and TradeFi records into a coherent report that my tax advisor can use; always ready to answer my questions; and provide in-depth advice on how to trade and not-to-trade to reduce tax.

Well, it’s another year with Token Tax, 2024 to be exact! So far so good! Pros: I think the web code that runs Token Tax has improved, it seems to be more intelligent on handling various tax situations and changes than previous years. It was already great but has significantly improved in particular this year. On another note, one thing I really enjoy at Token Tax is you can reach out to their customer support if a problem should arise, and they will go above and beyond to help you out. Also, special shout out to Robin at Token Tax, he is such a friendly and genuine fellow. He has helped me many of times on some tough tax situations and smaller issues. Cons: I would like Token Tax to create a service where you can bring your own CPA and they can manage your account and fix the errors etc. That would be cool. Anyways just a thought. I know they have their own service with their own CPA’s but it’s kind of pricey. Anyways over all I give it 4.8 out of 5 stars! Have a nice day!

I worked with Kerri in the support chat and she was exceptional. I got all of my tax documents prepared and ready for my CPA. I love all of the options Token Tax offers.

Fourth year using Tokentax software with a minor hiccup this year. Had an issue with Bitrue data and Tokentax team worked promptly to resolve, very happy!

I like their software. It can't do everything automatically yet, but it's very good at the fundamentals. From there you can work out how edit the transactions that need to be edited on your own and with the help of the customer support team. I worked with Kerri this year, who did an amazing job at digging into my issues and fixing a large number of transactions for me. This was all done on the Premium Plan, so there are higher levels of service where they do all the tedious work for you. Looking forward to next year!