CoinLedger Done For You is a complete, end-to-end, hands on walkthrough of CoinLedger’s product, where a dedicated CoinLedger Expert helps you import your data, clean up your transactions, and understand your crypto tax obligations. Learn more below about CoinLedger Done For You and whether it’s right for your personal situation!
Jump Ahead:
Is this service right for me?
We understand that crypto taxes can be overwhelming. CoinLedger was built to take the pain out of doing your crypto taxes, and for most of our users, importing your data, tracking your portfolio and downloading your tax reports will be a seamless experience. However, there are some situations where having the benefit of a dedicated professional to guide you through the journey of doing your crypto taxes is necessary. If you don’t know where to begin when filing your crypto taxes or if you simply just want a helping hand - we are here to help!
When you sign up for CoinLedger’s Done For You program you get all the features of our standard pricing plans, with the added benefit of a dedicated CoinLedger Expert who is available to work one-on-one with you until your account is in a state you’re confident in. Our CoinLedger Experts will meet with you for virtual consultation calls, be available via chat and/or email for any questions you may have, and will import and classify your data for you. Once we’ve concluded the import and review process for your account and are ready to generate your tax reports, we’ll transfer your information to a tax professional of your choice, or provide you with step-by-step instructions on uploading your CoinLedger data into TurboTax.
Our commitment to you is that when you sign up for CoinLedger Done For You, we will live up to our name - we will guide you through the entire CoinLedger experience, from start to finish, and provide you with the best customer experience in the industry.
What my purchase does not include
While our Done For You service will pair you with a dedicated expert who will work with you to understand your data and import and clean up your data on your behalf, we are unable to file your taxes for you. However, we will transfer your tax documents to a CPA or tax professional of your choice, and can also provide you with guidance on importing your CoinLedger tax reports into services like TurboTax.
If you're interested in having CoinLedger's team of qualified tax professionals file your entire tax return for you, you can learn more about our tax return prep services here.
How does this process work?
If you’re interested in checking out CoinLedger Done For You, first you will want to fill out our questionnaire. This questionnaire will ask you a few questions to get a better understanding of your crypto transaction history.
After completing our questionnaire, if you decide to proceed with our service and if we determine that this solution is right for you, the process will look something like this:
ONBOARDING: Once you decide to move forward with CoinLedger Done For You, we’ll send you a screening questionnaire to learn more about your crypto transaction history over the years. This will include a few basic questions about your crypto transaction history.
ESTIMATE: Once we determine that Done For You is a good fit for your needs, our team will provide you with an initial estimate of how long it will take to complete the entire Done For You process for your account.
PREPAYMENT: If you accept the estimate we send you, the next step is completing an initial prepayment of $600 which covers the first 2 hours of our work on your account. In order to proceed with the rest of the Done For You process, CoinLedger does require this prepayment.
IMPORTING and CONSULTATION: After you have completed the prepayment for your account, we will begin importing and reconciling your data. Here you'll have the option to set up a 30 minute consultation call to discuss your transactions and ask our team questions.
DATA RECONCILIATION: During this phase of the process, we will clean up your data and get it into a state that you are confident in. This includes categorizing and reclassifying transactions, removing duplicates, making sure bridges across chains are accounted for, diving into missing cost basis or historical price warnings, and more.
WRAP UP: Once we have finished reconciling your data, we will prepare your crypto tax reports and discuss them with you. We’ll go over your capital gains and or losses as well as any crypto income you earned for the year. Additionally, we will send your tax reports to a tax professional of your choice so that they can be filed along with your personal tax return; or, we can advise you on importing your tax documents into a service like TurboTax.
While every account differs in its complexity, most reviews should take anywhere between 4-6 hours of labor to complete.
How much does CoinLedger Done For You cost?
CoinLedger’s expert team of “Done For You” professionals provide a one-of-a-kind service that stands alone in the crypto tax ecosystem. Purchasing our Done For You program provides you with all the standard benefits of our other pricing plans, PLUS the peace of mind that comes from knowing a qualified expert is handling your data. There are no strings or gimmicks attached!
Instead of paying a tax professional or accountant $500 an hour or more to do your crypto taxes you can work with our team for a fraction of the cost. CoinLedger Done For You is priced at $300 per hour.
Have any questions about CoinLedger Done For You? Get started by completing our pre-consultation questionnaire.
You can also reach out to our team via email at [email protected] at any time for further questions or clarifications!