If you don't want to tackle the task of organizing your cryptocurrency taxes on your own, ZenLedger offers two ways to work with a Tax Professional on preparing your tax forms for crypto holdings. Read on for more information on these two options.
Option 1: Invite your current Tax Professional to ZenLedger
If you have a CPA that you already know and trust to assist you with your taxes, they can work with you on your cryptocurrency taxes directly in your ZenLedger account.
Follow these steps to invite your existing Tax Professional to access your ZenLedger account:
Step 1: Along the top menu in your account, navigate to Tax Pro.
Step 2: On the right hand side, click Invite Your Tax Pro.
Step 3: Enter your Tax Professional's full name and email address and click Send Invitation. You can also add an optional note to your Tax Pro here.
The invitation is pending until the Tax professional accepts.
If your tax professional has not created an account yet, they can create a free tax professional account here: https://www.zenledger.io/tax-pros
After they have created an account, you can invite them by following the steps above.
Follow these steps if you are a Tax Professional and want to invite your client to give you access to their ZenLedger account:
Step 1: After logging into your account, click Add Clients.
Step 2: Add your clients details and choose which Account Type you'd like. We recommend a Shared Account so that you and your client can both access the account. Once your client accepts the invitation you'll be connected!
Option 2: Work With a Tax Firm We Trust
It may be the case that your current tax preparer is not well-versed in the often times complex world of cryptocurrency and cryptocurrency taxation. In this case, we recommend working with a Tax Professional or Tax Attorney who understands the industry.
With our Tax Professional Plan you can have your return prepared for you by a qualified crypto-expert. This is a more hands-off approach for you and is great for anyone who likes to delegate or doesn't have the time needed to tackle their cryptocurrency taxes alone.
Follow these steps to work with a firm we trust:
Step 1: Along the top menu, navigate to Tax Pro.
Step 2: On the left hand side, click Continue.
Step 3: Select between the different tax professional plans we offer. To learn more about these plans check out our Tax Professional Plan article.
Step 4: Once you have selected the Tax Professional Plan you would like, you can follow the instructions to complete the purchase and the tax professional will then contact you within a few days to get started!
Note: Pictured rates current as of June 2023.