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 up to two 30 minute 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 does my purchase include?
When you sign up for CoinLedger Done For You, you’ll receive every benefit of our standard pricing plans plus premium, one-on-one customer support from an expert who will import and classify your data, two 30 minute virtual consultations, and more.
Feature Breakdown:
Unlimited transactions
Portfolio Tracking
20,000+ Cryptocurrencies
Unlimited edits and downloads for your tax reports
Capital Gains and Income Overview
Support for Defi and NFT transactions
FIFO, LIFO, Adjusted Cost basis and more
IRS Form 8949 + Schedule D
Income Report
Capital Gains Report
Audit Trail Report
Tax Loss Harvesting
Integrations with TurboTax Online/Desktop, Tax Act, TaxSlayer and more
Two 30 minute virtual consultations with a dedicated CoinLedger Expert
One-on-one chat and email support with a professional who is fully devoted to your case
Importing and classifying your data is done for you by our CoinLedger Experts
Your tax reports will be transferred to your tax professional once your review is concluded
Guidance on importing into tax services such as TurboTax
What my purchase does not include
Here at CoinLedger, we provide you with every tool necessary to do your crypto taxes, including the premium customer support needed to get you over the finish line. However, we are not tax professionals and we cannot file your tax returns for you. 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 not tax professionals and we cannot provide tax advice. For this reason, 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.
Why should I purchase this service?
If you’re feeling overwhelmed this tax season, let us help!! Our CoinLedger Experts will import your data, clean up and categorize your transactions, and help you make sense of the confusing world of crypto taxes.
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. 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.
Fill out our Done For You questionnaire and get a custom estimate for your account from our team.
How does this process work?
If you’re interested in checking out CoinLedger Done For You, first you will want to fill out our pre-consultation questionnaire. Please have readily available all of the wallets, blockchains and exchanges you have used throughout your ENTIRE crypto trading history. This questionnaire will ask you several questions to get a better understanding of your crypto transaction history. We will also be requesting your wallet address(es), API keys and transaction history CSV files if these are available.
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 several questions about your crypto transaction history. We will also request your wallet addresses, read-only API keys and transaction history CSVs (if you have them available) so that we can begin importing your transactions into your CoinLedger account.
CUSTOM ESTIMATE: Once we determine that Done For You is a good fit for your needs, we will begin a brief evaluation period. During this period we will evaluate your crypto transaction history using the information provided to us in the pre-consultation questionnaire. Once this evaluation is completed, we will provide you with an initial estimate of how long it will take to import and reconcile your data.
PRE PAYMENT: In order to proceed with the rest of the Done For You process, CoinLedger does require an initial prepayment of $500. This covers the first 2 hours of our work.
IMPORTING and CONSULTATION: After you have completed the prepayment for your account, we will begin importing your data into CoinLedger. Throughout this process, we’ll set up a 30 minute consultation call to discuss your transactions and ask some more questions. We will update you during this step with a second estimate of how long it will take to finish reconciling your data.
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. You can use your second 30 minute consultation either during this period or during the next and final phase.
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. You can also use your second 30 minute consultation during this period.
While every account differs in its complexity, most reviews should take anywhere between 7-8 hours of labor to complete.
Limitations
If your personal situation falls into any of the following scenarios, CoinLedger Done For You may not be a good fit:
Account contains loan or margin transactions (with the exception of margin transactions on kraken)
Account contains futures and derivatives transactions
You are looking for someone to file your tax returns on your behalf or provide you with specific tax guidance
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 $250 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!