TokenTax Crypto Accounting Services

TokenTax delivers end-to-end crypto accounting and tax services through seven specialized offerings: Enterprise Crypto Tax Solutions, VIP Full-Service Tax Filing, Transaction Reconciliation, Full Tax Return Filing, IRS Audit Assistance, Tax Consulting, and Business Bookkeeping.

Service Components

Enterprise Crypto Tax Solutions

Customized tax and accounting solutions for institutional clients including DeFi protocols, VC firms, corporations with crypto holdings, and high-net-worth individuals. Each engagement includes a dedicated expert team purpose-built to meet unique requirements.

VIP Full-Service Crypto Tax Filing

Comprehensive full-service crypto tax solution for advanced investors supporting up to 30,000 CEX transactions plus full DeFi and NFT support. Includes advanced reconciliation, two 30-minute CPA consultations, IRS inquiry review, and priority chat support.

Crypto Transaction Reconciliation Services

Advanced reconciliation services that analyze transaction history to backfill missing or incorrect data. Resolves missing cost basis from defunct exchanges, cross-chain tracking complexities, DeFi protocol interpretation, and complex NFT categorization.

Full Tax Return Filing Service

Complete federal tax return preparation and filing by in-house CPAs and Enrolled Agents. Integrates crypto tax calculations with traditional tax preparation for a complete, accurate return. Includes back tax filing for prior years.

IRS Audit Assistance

Expert guidance through the audit process including response preparation, documentation support, and explanation of what the IRS requires. Comprehensive audit trail transaction reports provide detailed documentation of all crypto activity.

Crypto Tax Consulting

Scheduled consultations with CPAs covering tax strategy optimization, accounting method selection (FIFO, LIFO, Specific ID), DeFi and NFT taxation, state tax considerations, and quarterly estimated tax planning.

Crypto Business Bookkeeping

Professional bookkeeping services for crypto businesses including DAOs, DeFi protocols, NFT projects, and organizations accepting cryptocurrency payments. Covers ongoing transaction categorization, asset tracking, and audit preparation.

Engagement Approach

Most clients begin with the software platform to establish their transaction history, then add reconciliation services for complex cases or missing data. VIP and enterprise clients receive dedicated teams who become experts in their specific situation, ensuring continuity and deep portfolio understanding.

Key Differentiators

• In-house team of CPAs, Enrolled Agents, and tax professionals with deep crypto expertise
• Over $1 trillion in tax data processed with hundreds of thousands of cases completed
• Acquisition of Crypto CPAs in 2019 strengthened accounting capabilities
• 4.9 Trustpilot rating reflecting commitment to customer satisfaction

Ideal Client Profile

• Crypto investors with complex portfolios spanning multiple exchanges and chains
• DeFi users with yield farming, liquidity provision, and staking activity
• NFT artists, collectors, and dealers requiring specialized tax treatment
• Institutions and businesses with cryptocurrency on their balance sheets
• Investors facing IRS audits or needing back tax filing assistance