Crypto Tax Lab For Tax Practitioners
Online Course
An online course specifically designed for tax practitioners, by crypto tax experts who are personally crypto investors and who have served over a thousand crypto clients professionally. This course will be filled with crypto tax knowledge, step-by-step practical training, exercises, a case study, Q&A, and much more!
What is so Special About This Course?
Every crypto tax CPE course on the market only offers theoretical knowledge. You leave them scratching your head, wondering where to even get started. We would know, because we have taken almost every crypto-related CPE course out there.
That's why we wanted to do something totally different. We set out to make a course that is not just filled with theories, but one that is actually practical.
Our program consists of unique content that you will not get from any other CPE course on the market.
What To Expect
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An overview of cryptocurrency and its related activities
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Discussion about crypto taxation with practical examples and a case study
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A detailed introduction to the world's largest (and the most sophisticated) crypto tax software
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An explanation about how to do crypto account review and account reconciliation
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Various practical exercises throughout the course to give you hands-on experience to solidify what you learn in the course modules
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Access to monthly Q&A sessions to allow you to ask any burning questions you may have
After completing this program, you will be able to confidently help your crypto clients with crypto account reconciliation, crypto tax calculation, and crypto-related tax planning and consulting.
Module 1 - Overview of Crypto Concepts
In module 1 we will provide an overview of crypto concepts, common crypto platforms, and common crypto activities.
Module 2 - Tax Treatment of Common Crypto Activities
In module 2 we will discuss IRS guidance for crypto and go over the common tax treatments for different activities.
Module 3 - Get Acquainted With Crypto Tax Software
In module 3 we will introduce you to crypto-tax software and walk you through all of the features and resources that are available to you.
Module 4 - Transaction Import & Account Review
In module 4 we will go over how to import transactions, discuss the goals for account review and show you how to perform an account review.
Module 5 - Account Reconciliation Process
In module 5 we will go over the full account reconciliation process and show you how to fix all of the common and not-so common issues that you will run into.
Module 6 - Crypto Tax Practice Tips
In module 6 we will share some tips for running a crypto tax practice and share some of the lessons that we have learned over the years from helping our clients.
Who Is This Course For?
This course is for tax practitioners who:
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Are eager to learn about crypto taxation because they believe crypto is here to stay and understand that eventually all tax professionals will need to know how to properly handle crypto tax calculation.
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Are experiencing client loss due to not being able to proficiently answer clients' crypto related questions and help them with their crypto tax calculations.
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Have been taking many crypto tax related CPE courses but still have not been able to truly understand how to do crypto tax work.
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Have been doing some basic crypto tax work but need guidance on how to handle more complicated issues.
Who Is This Course Not For?
This course is not for everybody. It is NOT for people who:
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Want to learn quick tricks and shortcuts without putting real effort into learning and understanding all the intricacies of crypto related tax work.
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Are only interested in free courses and are not willing to spend money to invest in improving their knowledge and technical skills.
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Are interested in earning CPE credits more than learning practical skills to serve clients.
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Only want to learn the bare minimum to survive and have no interest in serving more complex crypto clients.
We want to help tax practitioners who are eager to learn and are tired of losing clients due to their lack of crypto-tax practice skills.
After completing this program, you will be able to generate additional revenue quickly because crypto tax work is a lot more profitable and in much higher demand than traditional tax work. The average client pays between $1500 and $3500 just for crypto reconciliation.
You can recover your program cost in no time!
This is an investment you won't regret making!
What Do I Get?
Your Purchase Price Will Cover The Following:
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6 Modules
Six individual modules explaining everything you need to know in order to accurately calculate your crypto taxes.
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Bonus/Updated Content
We plan on constantly adding bonus content for free, as well as constantly updating the course to make sure it stays up to date.
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Monthly AMA's
Free access to monthly AMA zoom calls where you can ask any related questions you have. These webinars will be available from February-September.
For requests or questions, please email: cryptotaxcoaching@polygonadvisory.com
Frequently Asked Questions
What kind of support do I get?
Our support is limited to technical support regarding logging into your course. If you are having trouble logging into your account or accessing course content, please email: cryptotaxcoaching@polygonadvisory.com
What if I paid and I haven't received my log-in details or can't access the course?
Please go to this link: https://polygonadvisory.kartra.com/portal/crypto-tax-lab
You can choose the option "forgot my password" below the log in box. You will be able to receive your log-in information this way.
How long do I have access to the course?
You will have access to the course, bonus content, and updates for one year unless you took advantage of one of our promotions and received an extra year for free. If you would like ongoing access to the course, you will be able to renew at a reduced cost after your subscription runs out. This is necessary due to the constant change in the crypto space surrounding tax laws and regulations. We do not want to allow access to a version of the course that is outdated, which is why we must update the course regularly.
What is the refund policy?
You can receive a full refund for the course within 7 days of signing up.
Please email: cryptotaxcoaching@polygonadvisory.com
