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Can I make an appointment for assistance?
Can I make an appointment for assistance?

We offer a variety of expert support call options to help you complete your crypto tax reports.

Morgan avatar
Written by Morgan
Updated over 3 months ago

If you are stuck and would like to speak to someone over a Google Meet video conference or the phone rather than chat with us, you can make an appointment to speak to a friendly Customer Success Specialist on our team. Below we go over the various support call options, but if you are ready to book immediately, you can click here to do so.

Support Call Options:

15 Minute Appointments:

Best for quick troubleshooting or questions that don't involve much technical work. Choose "Google Meet" for screen sharing, or enter your phone number for a phone call. We recommend to choose Google Meet, as the screen sharing is very helpful. If your prefer a phone call, please add that to the meeting notes in addition to providing your phone number. See below to book a quick appointment with a friendly, knowledgeable Customer Success Specialist.

NOTE: You cannot book consecutive 15-minute appointments. If more than one 15-minute appointment is needed within two weeks, please book a 30-minute or 60-minute appointment or use our free Chat feature.

30-Minute Advanced Support Appointments:

Best for help compiling custom CSVs, account reviews, and troubleshooting import issues. Google Meet is recommended for screen sharing to get the best bang for your buck, though you can also use the phone option (please add that to meeting notes if you prefer phone call). 30-minute appointments are $150.00 USD, payable at the time of booking.

60-Minute Advanced Support Appointments:

Best for in-depth troubleshooting and assistance with importing multiple exchanges or extensive technical assistance. Google Meet is recommended for screen sharing to get the best bang for your buck, though you can also use the phone option (please add that to meeting notes if you prefer phone call). 60-minute appointments are $275.00 USD, payable at the time of booking.

NOTE: We cannot offer tax advice in these calls. Please consult your Tax Professional if you have additional questions regarding your 8949 form and filing taxes.

What do I need to have for my appointment?

You will want to ensure that you have all of your data from ALL of the wallets and exchanges you have ever used in your crypto history. If you do not see the wallet or exchange on our list, you will still want to gather that data so we can help you to import it if you need assistance. To troubleshoot and connect the pieces, we have to have all of your data for all wallets and exchanges.

Booking:

Please use the link below to book with a friendly, experienced Customer Success Specialist! If you can't find a good available time for your needs, email [email protected] for assistance in opening up a slot for your schedule. If you choose to have a Google Meet conference (which is what we recommend), please be sure to test out your video and audio to ensure it works before the meeting to enable us to help you faster. Visit this website for more information on that.

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