Token Tax
TokenTax is a crypto tax software and full-service accounting firm founded in 2017 that aggregates data from 100+ exchanges, wallets, and blockchains to compute capital gains, generate IRS tax forms, and file returns for individual investors, high-net-worth clients, and crypto businesses globally.
- Company typePrivate
- Founded2017
- HeadquartersNew York, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingSoftware
What Token Tax does
TokenTax is a privately held US company headquartered in New York that operates a dual crypto tax software and full-service accounting firm, founded in 2017 by Alex Miles and Zac McClure. The platform aggregates transaction data from 100+ centralized exchanges, wallets, blockchains (including Bitcoin, Ethereum, Solana, Arbitrum, Optimism, Avalanche, and others), DeFi protocols (Uniswap, Aave, Compound, Curve, etc.), and NFT marketplaces, then applies cost-basis methods — FIFO, LIFO, HIFO, or a proprietary Minimization method that factors in tax rates — to compute capital gains, ordinary income from staking/mining/airdrops, and reportable tax liability. Output includes IRS Form 8949, Schedule D, and one-click exports to TurboTax, H&R Block, and TaxAct, plus audit trail documentation. AI-assisted transaction classification and deduplication operate across the import layer.
The business monetizes through annual per-tax-year subscriptions across four primary tiers: Basic ($49, 100 transactions), Premium ($199, 5,000 transactions), Pro ($1,999, 20,000 transactions), and VIP ($3,499, 30,000 CEX transactions with full-service filing by in-house CPAs and EAs), plus a custom Enterprise tier for crypto businesses, DAOs, and high-net-worth investors with complex cross-chain scenarios. Add-ons include Full Filing, standalone CPA consultations, and a 10% multi-year discount. The company distributes primarily through direct-to-consumer self-serve web channels supported by an extensive content-marketing and SEO engine, plus a 10%-commission affiliate program via FirstPromoter; VIP and Enterprise tiers rely on consultative sales with dedicated reconciliation specialists. Customer base spans thousands of individual crypto investors across 20+ countries, with no disclosed anchor enterprise logos. The 2019 acquisition of Crypto CPAs brought in-house CPA bench depth; the firm has been bootstrapped since inception with no disclosed venture funding.
Token Tax firmographics
Firmographics- Name
- Token Tax
- Legal name
- TokenTax LLC
- Website
- https://tokentax.co
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- TokenTax is a crypto tax software and full-service accounting firm founded in 2017 that aggregates data from 100+ exchanges, wallets, and blockchains to compute capital gains, generate IRS tax forms, and file returns for individual investors, high-net-worth clients, and crypto businesses globally.
- Ownership category
- akta.pro rank
Token Tax industry classification
Industry- Product category
- Crypto Tax Software
- NAICS
- Financial Transactions Processing, Reserve, and Clearinghouse Activities (52232)
- SIC
- Finance Services (6199)
- akta.pro primary industry
- Regulatory Reporting, Tax & Audit Trails (reconciliation, provenance) (FSAPAJAI)
Keywords
Where Token Tax is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Markets served
Token Tax business model
Business model- GTM type
- B2B and B2C
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Subscription Plans (Software): Tiered annual subscription model for crypto tax software with four main tiers: Basic ($49), Premium ($199), Pro ($1,999), and VIP ($3,499) per tax year. Each tier includes increasing transaction limits and features. Additional transaction packs available for purchase.
- Enterprise Custom Solutions: Custom enterprise plans for crypto businesses, high-net-worth individuals, and traders with large volumes of unsupported or cross-chain transactions. Pricing is custom/quoted based on client needs.
- Full Filing Add-on: Add-on service where TokenTax's in-house team of CPAs and EAs file the customer's full tax return. Available as an add-on to any subscription plan.
- Affiliate Program: 10% commission on the cost of plan selected by new customers referred through affiliate links. Applicable to first sale to new clients only.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Basic - For casual crypto investors with light activity |
| Subscription | Annual | Premium - For investors operating across exchanges and platforms |
| Subscription | Annual | Pro - For investors with high trade volume |
| Subscription | Annual | VIP - For advanced investors wanting expertly-prepared tax returns |
| Subscription | Multi-year contract | Enterprise - Custom solutions for businesses and complex investors |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels6 records
Token Tax product offering
Product offeringCore offering
TokenTax provides cryptocurrency tax calculation software and full-service tax preparation/accounting services for crypto investors and businesses. The platform imports transaction data from 100+ exchanges, wallets, and blockchains, classifies and deduplicates transactions using AI, computes capital gains/income using FIFO, LIFO, HIFO or its proprietary Minimization method, and generates IRS Form 8949, Schedule D, and TurboTax/H&R Block-compatible tax forms. An in-house team of CPAs and EAs provides optional full filing, reconciliation, and advisory services.
Product overview
TokenTax is a dual product combining cryptocurrency tax calculation software with full-service accounting services. The core software platform (TokenTax Core) integrates with 100+ exchanges, wallets, and blockchains to import transaction data, automatically classify and deduplicate transactions using AI, calculate capital gains/losses using FIFO, LIFO, HIFO, or the proprietary Minimization method, and generate tax forms including Form 8949, Schedule D, and 1099-DA with TurboTax/H&R Block compatibility. Supporting free tools include Crypto Profit Calculator, Crypto Tax Calculator, Ethereum Profit Calculator, Solana Profit Calculator, and XRP Profit Calculator for estimating taxes without account creation. The product tiers range from Basic ($49/year for 100 transactions) to VIP ($3,499/year with full-service filing by in-house CPAs and dedicated reconciliation specialists) plus Enterprise custom solutions. Key reports include Tax Loss Harvesting Dashboard, Mining/Staking Income Report, ETH Gas Fee Report, and Audit Trail Report.
Differentiator
Problem solved
Functional benefit
Products and services
- TokenTax Core Platform
- Enterprise Solutions
- Full Filing Service
- CPA Consultation
- Crypto Profit Calculator
- Crypto Tax Calculator
- Ethereum Profit Calculator
- Solana Profit Calculator
- XRP Profit Calculator
Quantifiable outcome
- 4.8-star Trustpilot rating with 211 reviews indicating high customer satisfaction
- +2 more outcomes
Companies that use Token Tax
Customer profileSegments4 records
Ideal customer profiles4 records
Token Tax technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration122 records
AI capability3 records
Feature5 records
Token Tax partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core.
- TurboTaxcoreIntegration allowing seamless export of Form 8949 and tax reports directly into TurboTax for simplified tax filing workflow. Users can generate CPA-ready reports and one-click export to TurboTax.
- H&R BlockcoreIntegration for exporting crypto tax forms to H&R Block tax preparation software, enabling customers to file their crypto taxes alongside other income sources.
- TaxActcoreIntegration for exporting Form 8949 and Schedule D reports to TaxAct tax preparation software.
Scale indicators7 records
Recent moves6 records
Expansion highlights6 records
Token Tax competitors and assessment
Company assessmentDirect peers
- CoinTracker: Leading direct competitor in crypto tax software, offering similar exchange/wallet integrations, capital gains calculation, and TurboTax integration. Comparable customer base of individual crypto investors with overlapping pricing tiers.
- Koinly: Direct crypto tax calculator competitor with a similarly broad integration footprint, multi-jurisdiction support, and accounting method options (FIFO, LIFO, HIFO). Targets the same retail and HNW crypto investor segments.
- ZenLedger: Direct competitor in crypto tax software, with comparable IRS Form 8949 generation, exchange integrations, and CPA-led services. Overlaps heavily in the U.S. retail and HNW customer segment.
- CryptoTaxCalculator: Crypto tax software competitor with similar features: exchange/wallet integrations, multiple accounting methods, and international tax support. Targets the same individual investor base across multiple jurisdictions.
- TaxBit: Direct competitor with a stronger enterprise/B2B focus, providing crypto tax and accounting software to exchanges, fintechs, and enterprises. Overlaps with TokenTax's Enterprise tier and is similarly integrated with major U.S. tax forms.
- Bitwave: Enterprise-focused crypto accounting and tax platform serving businesses and DAOs. Overlaps with TokenTax's Enterprise and DAO segments on corporate tax, bookkeeping, and DeFi transaction classification.
- Ledgible: Crypto tax and accounting platform offering individual and enterprise solutions with IRS Form 8949 generation and integrations. Direct overlap in retail and institutional tax reporting use cases.
- Awaken Tax: Crypto tax software for individual and enterprise users with similar Form 8949 generation, DeFi/NFT support, and accounting method options. Competes in the same retail and pro-trader segment.
- CoinLedger: Crypto tax software platform (formerly CryptoTrader.Tax) offering individual and accountant plans with comparable integrations, accounting methods, and IRS form output. Direct overlap in the retail and pro-trader customer base.
Broad incumbents
- Intuit (TurboTax): Broad incumbent in tax preparation and a current TokenTax distribution partner. Has added native crypto reporting features and represents a structural risk of disintermediation should it expand in-house crypto tax capabilities.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Token Tax social profiles
Digital presenceToken Tax financial estimates
Financial estimateRevenue estimate
Valuation estimate
Token Tax leadership team
Management profileNumber of profiles
Profiles3 records
Token Tax subsidiaries and ownership
Company hierarchySubsidiaries1 record
Token Tax funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Token Tax M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Token Tax
What does Token Tax do?
TokenTax provides cryptocurrency tax calculation software and full-service tax preparation/accounting services for crypto investors and businesses. The platform imports transaction data from 100+ exchanges, wallets, and blockchains, classifies and deduplicates transactions using AI, computes capital gains/income using FIFO, LIFO, HIFO or its proprietary Minimization method, and generates IRS Form 8949, Schedule D, and TurboTax/H&R Block-compatible tax forms. An in-house team of CPAs and EAs provides optional full filing, reconciliation, and advisory services.
Is Token Tax a public or private company?
Token Tax is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Token Tax founded?
Token Tax was founded in 2017. It employs 11 to 50 people.
Where is Token Tax based?
Token Tax is headquartered in New York, United States, in the North America region.
How does Token Tax make money?
Four revenue lines are on record. Subscription Plans (Software) is the primary driver. The others are enterprise Custom Solutions, full Filing Add-on and affiliate Program.
Who are Token Tax's main competitors?
Direct peers on record are CoinTracker, Koinly, ZenLedger, CryptoTaxCalculator, TaxBit, Bitwave, Ledgible, Awaken Tax and CoinLedger. Intuit (TurboTax) is listed as a broad incumbent.
Does Token Tax have an API?
Yes. TokenTax offers API and wallet integrations for data syncing. The platform provides read-only API connections to connect wallets and exchange accounts. Supports automatic CSV imports for all exchanges.
What industry is Token Tax in?
Token Tax's product category is Crypto Tax Software. Its primary akta.pro industry code is FSAPAJAI, Regulatory Reporting, Tax & Audit Trails (reconciliation, provenance). Its NAICS code is 52232 and its SIC code is 6199.