Question 1

What exactly does Tax Season Relief do?

Accepted Answer

We organize your financial statements and deliver one consolidated financial report. You upload a year's worth of bank and credit card statements, we organize the transactions, and you receive a single clean report that summarizes everything you sent.

Question 2

Does Tax Season Relief prepare my tax return?

Accepted Answer

No. We organize financial statements and prepare a consolidated report — we do not prepare tax returns, provide certified bookkeeping, guarantee deductions, or replace a licensed accountant or CPA. The consolidated report is a starting point you can hand to a tax professional, not tax advice.

Question 3

What kinds of documents can I upload?

Accepted Answer

Monthly financial statements from your bank and credit card accounts — including checking, savings, and personal or business credit card statements. We accept PDF, CSV, Excel (XLS/XLSX), and image (JPG/PNG) files. We organize the transactions within those statements into one consolidated report.

Question 4

How does pricing work?

Accepted Answer

It's a flat $5 per account-month — one month of transactions for one account, whatever the file format. A CSV or Excel export covering 12 months for one account costs $60, the same as 12 monthly PDFs. There are no subscriptions, hourly charges, or minimums. When organizing is complete, you receive one consolidated report covering every account-month you purchased.

Question 5

Can you walk through a pricing example?

Accepted Answer

Sure. If you upload 12 checking account statements and 24 credit card statements, that's 36 account-months at $5 each, for a total of $180 — delivered as one consolidated report. The total is the same whether those months arrive as monthly PDFs or as a single multi-month export per account.

Question 6

What if I upload the same month twice for one account?

Accepted Answer

You're only charged once. Overlapping uploads for the same account and month are deduplicated before checkout, so you never pay twice for the same account-month.

Question 7

What is the complimentary membership?

Accepted Answer

Every report purchase includes a complimentary one-year consumer membership. There are no recurring charges tied to it; it's included with your report.

Question 8

How is my financial information handled?

Accepted Answer

Your documents belong to you. Financial documents are never shared with directory professionals simply because they're listed, and we don't sell your data. See our Privacy Policy for the details.

Question 9

What is the professional directory?

Accepted Answer

A nationwide directory of participating CPAs, accountants, and bookkeepers. Consumers search by location and service and contact professionals directly. Professionals pay $99 for their first year, with optional annual renewal at $99. Listings never auto-renew and expire if not renewed.

Question 10

Will my documents be shared with directory professionals?

Accepted Answer

No. Being listed in the directory does not give a professional access to your financial documents. You decide what to share, and with whom, only if you choose to reach out to them.

Question 11

Is the service available right now?

Accepted Answer

Yes. You can create an account, upload your bank and credit card statements, and order your consolidated report. Professionals can also list their practice in the directory.

Questions, answered plainly