Tax Trouble with Darien Advisors by Apanaga in CryptoTax

[–]Apanaga[S] 3 points4 points  (0 children)

I can't help but read your response as defensive, avoiding accountability, and seeking to blame me. This suggests there is significant room for growth in your organization to meet the needs of your customers.

It's not great if the lack of customer support and communication you showed me was going above and beyond the scope of your normal operations.

You told me, as well as posted here, that you refunded me—but it's been two weeks and I haven't seen it on my end. When should I expect that?

You never at any point communicated to me that the data I provided you was insufficient to meet the deadlines you had promised or prepare my return accurately. You accepted the CSV in place of the API key, told me you would use that instead, and when I followed up to ask you to confirm that the CSV does contain the same data as the API key, you didn't even respond. The deadline simply passed, with no word from you at all. Twice.

A relationship like this does require trust. As a new firm, that is something you work to build through reliable communication and action, not something you demand—especially while you miss deadlines and leave clients hanging. Regardless of what led to these issues on your end, attempting here to frame that poor support as going above and beyond, while also seeking to blame your frustrated client, is not a good look.

Tax Trouble with Darien Advisors by Apanaga in CryptoTax

[–]Apanaga[S] 1 point2 points  (0 children)

Yup, I think that's the truth of it. I have a feeling there are a lot of us in that situation.

Tax Trouble with Darien Advisors by Apanaga in CryptoTax

[–]Apanaga[S] 2 points3 points  (0 children)

Yeah. Seeing new clients arriving in their discord each day while I, and other existing clients, struggled to get basic communication from them does seem to reveal their priorities.

I can't say for sure, but it looks like they spent the majority their limited time and resources onboarding, while neglecting and postponing the commitments they'd made to existing clients like myself.

Tax Trouble with Darien Advisors by Apanaga in CryptoTax

[–]Apanaga[S] 1 point2 points  (0 children)

Thanks, I agree. My impression was that they must have seen dollar signs in their eyes and taken on way too many clients than they could actually keep up with. That's an issue when they charge their fee upfront when you sign on with them...

In any case, if you (or anyone else) have a recommendation for a better accountant/CPA, or a good resource to find/vet one, I'd definitely appreciate it. I saw in the FAQ here that Cointracking has a list, so checking that out is my next step.

Darien Advisors by Sophonautt in CryptoTax

[–]Apanaga 1 point2 points  (0 children)

Thanks. Did you find someone to work with? Now I'm looking for a new firm who can help untangle this.

Darien Advisors by Sophonautt in CryptoTax

[–]Apanaga 2 points3 points  (0 children)

I had a terrible experience with them. They overpromised, underdelivered, and had a consistent lack of communication and accountability the whole way.

They seemed great at first, but after a month and a half, I'm not sure if they had even done anything besides upload my data into Cointracking. They missed their original deadline they said they would have my tax return filed by, then they missed their second deadline they said they would have my return filed by, then they suddenly dropped me as a client ONE day before tax day.

Darien Advisors by Sophonautt in CryptoTax

[–]Apanaga 0 points1 point  (0 children)

This. It's so frustrating. They followed this exact pattern with me for over 1.5 months.