The Expert Review provides you with a detailed overview of all the data you have imported into CoinLedger and flags any potential issues found in your account, along with custom, personalized recommendations to resolve them.
When you purchase an Expert Review, you're paired with a dedicated expert from our team who reviews your account and flags any issues with your data. Our experts will perform a comprehensive review of your account and then send you a personalized video detailing any issues they identified along with steps to resolve them.
How should I prepare for my report?
To prepare for your Expert Review, please import data from ALL the exchanges, wallets, blockchains and Dapps you have used to buy, sell or trade crypto, for ALL tax years. Gathering data from all sources for all available tax years will enable the CoinLedger team to perform a thorough analysis of your account. This also avoids delays in completing your Expert Review.
FAQ’s
How much does the Expert Review cost?
The Expert Review is priced at $499.
How can I purchase my Expert Review?
To purchase your Expert Review, navigate to your profile icon in the upper right corner of your CoinLedger account and select the Done For You tab. Then, click Learn More on the Expert Review tile. Finally, select Get Started. Once you complete the checkout process and purchase your Expert Review, the process will kick off.
When will I receive my Expert Review?
Once you purchase your Expert Review, you’ll receive a follow-up email from one of our agents laying out a more specific timeline for your account. The whole process typically takes between 7-10 days to complete, but this time frame can be shorter or longer depending on the complexity of your account, or if there is any additional data that needs to be imported.
Can you enter my data for me?
The Expert Review team is not able to import, change, or modify your data on your behalf. Rather, we analyze the data that you have already imported into your account and provide you with personalized recommendations based on that data. If you're interested in a service where our team can import and edit your data for you, we recommend CoinLedger Done For You. With Done For You, you’ll work directly with a dedicated reconciliation expert that can import and reconcile your data—as well as generate accurate, IRS-compliant crypto tax reports. You can sign up for Done For You by filling out our questionnaire here.
Will you file my tax return for me?
CoinLedger does not file tax reports on your behalf. However, we are integrated with all the major online tax software platforms such as TurboTax and TaxAct to make the process of e-filing as simple as possible. You can also invite a tax professional to your account so that they can file your crypto taxes on your behalf.
Can I talk to someone on the phone?
We do not offer phone support as part of the Expert Review service. However, you will receive priority support from the expert reviewer assigned to your account.
Can I get a refund for my Expert Review?
We understand that circumstances arise where you may need to request a refund for your Expert Review. You're eligible for a refund provided that all of the following criteria are met:
Your refund request is made within 14 days of your Expert Review purchase.
Your Expert Review has not yet been completed and sent to you.
The completion of your Expert Review is limited by a verifiable CoinLedger product limitation.