So you signed up for the Pro subscription plan with TaxBit. That's great! I bet you're wondering more about the CPA Review that comes with your Pro plan. You've come to the right place! 😁
The CPA Review that TaxBit offers is a great way for you to get some advice on your crypto and make sure that your 8949 tax form is ready for download. Let's go over more details about how the TaxBit CPA Review works.
What is the CPA Review?
As a PRO customer, you have the added benefit of year-round access to our industry-leading team of CPAs and cryptocurrency tax experts. But these are no ordinary CPAs! Not only do our CPAs know the ins and outs of tax laws, but every CPA at TaxBit specializes in crypto tax!
Our team is here to review current and previous year filings, as well as answer questions around how to legally minimize your tax obligations. Additionally, if you failed to file previous years or receive a notice of review from the IRS, don’t worry — you’ve got an entire team of experts at TaxBit on your side!
As long as you have paid for your Pro plan, currently have an active Pro Subscription, our CPA team would be happy to help if you receive a notice of review from the IRS (past or present)!
How do I schedule my CPA Review?
In order to get your CPA Review scheduled, you'll need to make sure a couple things are in order:
- Make sure you are on the Pro plan and your payment has been processed. If you are not on the Pro plan yet, but you would like to be for a CPA Review, reach out to the Support Team via email at support@taxbit.com or through the chat button in the bottom right corner of the TaxBit screen.
- Confirm that all of your crypto sources, across all time, have been added.
- Check out our article about how to use TaxBit Successfully for more information on this!
- Make sure you have resolved all of your missing cost basis. If you are unsure what missing cost basis is or how to resolve it, check out our detailed articles on this topic!
Once you have gone through and made sure that is complete, please reach out to TaxBit Support through email or chat. Our CPA team will be able to meet with you at a scheduled time between the hours of 9AM - 3:30PM MST, Monday-Friday. When you reach out to schedule an appointment, please make sure you have three or more specific dates and times that work for you.
FAQs about the CPA review:
How many appointments am I allotted?
Only one phone appointment is allowed per subscription year.
Can I ask the CPA questions about next year's taxes?
Yes! The purpose of the CPA Review is of course to review the year that you are about to file for, but other questions about crypto taxes are welcomed!
How long can the CPA review be?
There isn't a specific time limit! The CPA review will be there for as long as is needed to review your account and answer your questions.
How do I get in contact with a CPA?
When you reach out to Support to get your appointment scheduled, you'll need to provide a phone number. That will be how one of TaxBit's CPAs will reach out to you at the allotted time.
Still have questions? Send us an email at support@taxbit.com or chat with us using our live chat feature, and we'd be happy to help!
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