The DIY Crypto Tax Course
The only course you need to confidently get your crypto taxes done correctly!
Are you a crypto investor looking for help to get your crypto taxes done correctly? We've got a solution for you!
If you have been actively investing in crypto, you need to be thinking about your tax reporting obligations. Not filing your crypto taxes could cause you serious trouble with tax authorities, especially the IRS.
Most traditional accountants have no idea how to handle crypto-taxes, and the limited number of crypto-tax specialists are often fully booked. That's why we created a DIY course to teach you how to do this on your own. No more frustration with finding help!
This course is a way for you to learn how to do crypto reconciliation and tax report preparation in just a few hours. Even if you know nothing about crypto taxes, we will walk you through the entire process step by step and show you how to use a crypto tax software that does most of the hard work for you!
We use CoinTracking.info, the crypto tax software in the market with the most features, to serve our clients. This course is based on our proprietary account reconciliation Blueprint that we created to work with CoinTracking. If you are a CoinTracking user or want to use CoinTracking to handle your crypto tax calculations, this course is for you.
In this course, we will also teach you all the crypto-tax-related knowledge that you need to know. No more following wrong advice from social media posts or misleading by myths spread on the internet. Learn from experienced crypto tax CPAs who are personally a crypto investor and who specialize in serving crypto clients instead!
Why Take Our DIY Course?
- This is the ONLY step by step online course in the market that teaches you how to get your crypto-taxes done correctly. All the other crypto-tax professionals want you to rely on them, but we want you to be able to Do It Yourself!
- This course is jam packed with everything you need to know in order to accurately calculate your crypto-taxes yourself.
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Whether you are an active crypto trader or a more passive trader, chances are you cannot calculate your crypto taxes manually. You will need to use a crypto-tax software and it's very important that you know how to use it properly.
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Doing this on your own can be challenging due to the amount of technicalities and errors you will inevitably encounter along the way.
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That's why Crypto Tax DIY includes 6 video modules (+ bonus content) that walk you through every step of the process.
- Professional services for account reconciliation often cost thousands of dollars and currently pretty much all the good crypto-tax accountants are fully booked. Instead of searching high and low, why not do it yourself?
- Even if you need some professional help, our course will dramatically cut down on the amount of time and cost you need to spend working with a crypto-tax accountant because you will be able to get most of the work done on your own.
- You can learn the exact same process we use to serve our crypto clients and use it to do your own crypto tax calculation. No need to wait in line or shop around to try to find a crypto-tax professional to do everything for you!
What's Included In Crypto Tax DIY?
Module 1 - Crypto Tax Guide
In module 1 we will go over common myths, taxable vs non taxable transactions, official IRS guidance, IRS notices, taxation of crypto rewards and loans, and much more.
Module 2 - Get Acquainted With Crypto Tax Software
In module 2 we will introduce you to crypto-tax software and walk you through all of the features and resources that are available to you.
Module 3 - Transaction Import
In module 3 we will go over all of the various types of transaction imports and show you how they work and how to troubleshoot issues.
Module 4 - Account Review
In module 4 we will discuss the goals for account review, balance by exchange, transaction reports, and how to identify various issues such as duplicate and missing transactions.
Module 5 - Reconciling Issues
In module 5 we will go over how to fix all of the common and not so common issues in your account as well as how to reclassify transactions and fix missing transactions.
Module 6 - Finalize Tax Reports
In module 6 we will explain how to choose the best cost basis method, fix basis errors, and everything else you will need to know to make sure your report is accurate.
You May Be Wondering, "Do I Really Need To Take This Course"?
The reality is that every buy / sell order (or crypto-to-crypto trade) needs to be tracked and reported.
If you have been using multiple crypto accounts and transferring crypto among your accounts or to someone else, you will need to know how to account for everything correclty. In most cases, you cannot rely on the tax report provided by your exchange because they don't know your crypto activities outside of their platform.
Even though you can try to follow instructions provided by the tax software you are using, you often end up spinning your wheels trying to figure out how to reconcile your accounts and resolve errors detected by the software.
After spending hours and hours and pulling your hair out, you may still not be able to generate a correct crypto-tax report. How frustrating!
This course simplifies the process. You can follow our Blueprint to get your crypto accounts reconciled and make sure the crypto tax report generated by the software is correct before you hand it to your tax accountant.
He or she can then import/input all the numbers in the crypto tax report to the tax return software they are using to prepare your tax return -- and you’re done!
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.
SPECIAL OFFER
Crypto Tax DIY
Market Price: $2,500
Special Price: $997
Refund requests can be made within 7 days of purchase. They must be made by emailing: supprt-diy@polygonadvisory.com
Frequently Asked Questions
What kind of support do I get?
Our support is limited to technical support regarding logging into your course. We are offering this information to you at a very reduced price. Therefore, we cannot offer ongoing tax advice or support related to your particular situation. Please consult your own tax advisor. Alternatively, you can book a paid consultation call with one of our crypto-tax experts to help you,. Please visit our webpage at https://www.polygonadvisory.com/contact
If you are having trouble logging into your account or accessing course content, please email:
supprt-diy@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/diy
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.
Is this course only for people in the United States?
No, anybody in the world who needs to reconcile their crypto transactions can benefit from this course.
What do I do if I need additional help with my crypto taxes after taking the course?
Polygon Advisory would love to help you with your situation. However, currently we are at full capacity for this tax season and we cannot take on any new clients until later this year. Therefore, we recommend that you seek help from your accountant or another crypto-tax service provider.
If you are able to extend your tax return and want to wait for us to provide you with our full tax service after April 15, we can put you on a waitlist. Please email sales@polygonadvisory.com to let us know, and specify that you are a subscriber of our DIY online course. We will let you know once a spot is available.
What is the refund policy?
You can receive a full refund for the course within 7 days of signing up.
Please email: supprt-diy@polygonadvisory.com
