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What Is CoinLedger Done For You Pro?

Written by Benjamin Yoder

Done For You Pro is CoinLedger's year-round, ongoing crypto reconciliation service. Instead of scrambling every April, you get a dedicated reconciliation specialist who keeps your crypto books clean and current all year long, so when tax season arrives, your reports are already done.

What's included

As a Done For You Pro member, your specialist handles:

  • Ongoing data imports across all your exchanges and wallets

  • Continuous transaction reconciliation throughout the year

  • Per wallet cost basis tracking in compliance with IRS Revenue Procedure 2024-28 (required as of January 1, 2025)

  • Quarterly check-in meetings to review your activity and plan ahead for tax season

  • 24/7 priority access to the CoinLedger team whenever you need it

  • Clean, CPA-ready tax reports before tax season even starts

How it works

Step 1: Fill out the questionnaire

Start by completing our questionnaire (linked here). This helps the team understand your transaction history and determine if Done For You Pro is the right fit.

Step 2: Your specialist imports and reconciles your data

Once you have signed up, your dedicated specialist will begin importing and reconciling your transactions across each of your exchanges, wallets, and blockchains. We will continuously update your transactions and maintain your records - while ensuring that you’re always in compliance with the latest IRS regulations.

Step 3: Quarterly check-ins

Every quarter, we’ll meet with you to review your transactions, discuss any recent changes to your activity, and plan ahead for tax time so nothing falls through the cracks. You’ll have 24/7, round-the-clock access to our team, whenever you need us.

Step 4: Tax season, handled

When it's time to file, your reports are clean, reconciled, and ready to hand off to your CPA. No last-minute scramble.

Done For You Pro vs. Done For You (Standard)

Not sure which service is right for you? Here's the difference:

Done For You

Done For You Pro

Service type

One-time, per tax year

Ongoing quarterly subscription

Reconciliation

Tax season only

Year-round

Data imports

One-time

Continuous

Check-in meetings

None

Quarterly

Team access

Standard

24/7 priority

Reports ready

By April 15th

Before tax season starts

Best for

Catching up on past years

Staying current all year

Pricing

$500/hr

From $1,500/quarter

Frequently Asked Questions

Who is Done For You Pro designed for?

Done For You Pro is built for:

  • Business owners and self-employed individuals with crypto activity

  • DeFi and multi-chain traders with complex transaction histories

  • High-volume investors who expect significant trading activity in the coming year

  • Anyone who wants a professional maintaining their crypto taxes year-round instead of dealing with it themselves

How much does Done For You Pro cost?

Done For You Pro starts at $1,500 per quarter, with pricing based on the complexity of your portfolio. All subscription fees are non-refundable.

How is Done For You Pro different from the standard Done For You service?

The standard Done For You service is a one-time engagement. CoinLedger cleans up your data for a specific tax year, and the service ends there. Done For You Pro is a quarterly subscription. Your specialist works continuously throughout the year, keeping your accounts reconciled, staying on top of IRS requirements, and checking in with you every quarter. The work never stops.

Can I cancel my Done For You Pro subscription?

Yes. Done For You Pro is billed quarterly as a recurring subscription. You can cancel with 30 days' written notice. All payments are non-refundable.

Get started with Done For You Pro

Ready to hand off your crypto taxes for good? Get started here or fill out our questionnaire if you have questions before signing up.

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