The fast, affordable way to get ready for tax season
We provide an organized financial report — not software, and not tax preparation. Just clarity, delivered.
Save days of work
No more evenings spent matching transactions by hand. Upload your statements and we organize every transaction into one consolidated report.
Simple, flat pricing
$5 per account-month of transactions, whatever the file format. No subscriptions, no hourly billing, no surprise invoices. Estimate your total in seconds.
One consolidated report
Every statement you upload rolls up into a single clean financial summary — identifying duplicates, internal transfers, and items needing clarification, ready to hand to your accountant.
Private and secure
Your documents stay yours. Original uploads are deleted after successful processing and verification. Directory professionals never receive your financial documents.
$5 per account-month. One report.
Pay only for the account-months you cover — PDF, CSV, Excel, or an image, it's all the same price. When the organizing is done, you receive one consolidated report that covers all of them.
12
Checking statements
24
Credit card statements
$180
Total
How we protect your financial information
Your documents stay yours. Here's exactly what happens to them.
See what you'll receive
Not sure what a finished report looks like? Preview a real sample — a complete annual financial summary PDF and a detailed Excel transaction workpaper generated from fictional data.
View the sample reportYour financial documents
Statements are uploaded over a secure connection and stored in private, access-controlled storage. Only you can access your uploads and completed reports — they're never shared with directory professionals or sold to third parties. Original uploads are deleted after successful processing and verification; your completed report stays in your private account.
Read the full privacy policyWhat happens after purchase
Upload your statements (PDF, CSV, Excel, or an image). We organize every transaction — identifying duplicates, internal transfers, and items needing clarification — then deliver one consolidated report to your private account. If a document is unreadable, we flag it rather than guessing.
See the full processQuestions before ordering?
Tax Season Relief organizes your financial records — it does not prepare tax returns or provide tax advice. If you're unsure whether it's right for you, reach out and we'll help you decide.
Contact usThree steps. No spreadsheets required.
Upload your statements
Gather a year's worth of bank and credit card statements and send them our way.
Pay $5 per account-month
A flat $5 for each month of transactions for each account you upload. No subscriptions or hourly charges.
Get one organized report
We organize your transactions and return a single consolidated financial report.
Transparent pricing
$5 per account-month and one consolidated report covering everything you upload. Every report includes a complimentary one-year membership.
View pricingFor CPAs, accountants & bookkeepers
Reach clients nationwide with a directory listing. $99 per year, automatically renewing annually until canceled. Cancel anytime; your listing stays active through your paid term.
List your practiceGet organized before tax season
Practical, plain-English guides for organizing your financial records — whether you sort them yourself or let us do it.
Organize bank statements for tax prep
Gather every account, match months, separate income and expenses, and hand off a clean set of records.
Read the guidePrepare records for your accountant
What your tax preparer actually needs from you — and how to deliver it without the back-and-forth.
Read the guideOrganize a year of transactions
Twelve months, multiple accounts, one reconciled summary — and where double-counting usually hides.
Read the guideStop sorting statements.
Get organized for tax season.
Bring us a year's worth of bank and credit card statements. We'll organize every transaction and return one consolidated financial report — for $5 per account-month.
Checking your account…