TokenTax
TokenTax is a small financial services company based in New York, NY, specializing in cryptocurrency taxes and financial literacy, with a team of 24 members.
Company Overview
TokenTax is a small business operating in the Financial Services industry. Headquartered in New York, NY, it specializes in cryptocurrency, taxes, blockchain, and financial literacy. The company has a team of 24 individuals and positions itself as the crypto community's choice for taxes.
Specialized Services
TokenTax offers an array of specialized services to cater to the unique needs of cryptocurrency investors. Key services include a Tax Loss Harvesting Dashboard, comprehensive crypto tax reports (Form 8949 and Schedule D), CPA consultations for US filers, advanced reconciliation services for complex accounting, and full filing add-on services with Premium and VIP plans. The company also provides educational resources like a crypto tax guide and a DeFi tax guide.
Technology Integration
The company supports data from all exchanges, protocols, and wallets, often leveraging API integration for seamless transaction history import. This technological adaptability ensures that users can easily consolidate and manage their crypto tax data. TokenTax also partners with TurboTax for accurate crypto tax filing and offers international support to stay compliant with global regulations.
Customer Support
TokenTax prioritizes customer service by offering live chat with product experts at all service tiers. Additional support includes a comprehensive help center with resources for getting started, data importing, and troubleshooting. For businesses and select investors, TokenTax provides dedicated teams and tailored solutions through its Enterprise practice.
Plans and Tools
TokenTax offers a range of plans—Basic, Premium, Pro, and VIP—to accommodate different levels of cryptocurrency trading activity. Tools available to users include a crypto tax calculator, a profit calculator, and a free demo of the 2021 Premium Plan. The company also has a cryptocurrency affiliate program with a 10% commission on the first sale to new clients.
