What is the difference between a Tax Professional Plan and a DIY (do-it-yourself) Plan?

Our most popular plan is our DIY Plan. We offer three different DIY pricing tiers to choose from based on how many transactions you have and the types of transactions you have, such as Staking and DeFi. If you go over 15,000 transactions for the year we do have an additional Diamond plan that you can upgrade to within your account.

The DIY plan allows you to import all of your wallets and exchanges on your own, and generate the reports necessary to file your cryptocurrency taxes. With the self-prepared plan, you will log into your various wallets and exchanges to gather the data we require. We give you step-by-step instructions for each wallet or exchange on how to import your data as well, making it easy for you. You will be able to review your account, reconcile transactions, and view your reports independently. You can also invite your Tax Professional into your account to review the transactions and reports you receive. Here at ZenLedger, we can help you to import and reconcile your data; however, we are not Tax Professionals and cannot give tax advice, log into your accounts, or gather your data for you.

Our Tax Pro Prepared Plan is the plan that allows you to work directly with a Tax Professional from one of the tax law firms that we partner with. With this plan, we team you up with them to take all of the work out of your hands! When you sign up for a Fully Prepared Plan, a Tax Professional from the firm will reach out and work with you directly. They will be able to assist you in gathering all of your transaction data history, importing everything into ZenLedger, and handling both your regular taxes as well as your cryptocurrency taxes for you. Since they are Tax Professionals, they can advise you professionally regarding your cryptocurrency and regular taxes.

All of our plans include Audit Report, CPA Access, HIFO/FIFO/LIFO/AVG methods, Unlimited Exchanges, Crypto Income, Mining or Donations, ICOs & AirDrops, Tax Loss Harvesting, FinCEN/FBAR Alert, and Turbo Tax Integration.

To signup for a plan directly, click here.