How it works

From a shoebox of statements to one clean report

Tax Season Relief organizes your financial statements so you can hand your accountant something tidy — and skip the days of sorting.

01

Upload your statements

Collect a year's worth of bank and credit card statements and upload them to your Tax Season Relief account. PDF, CSV, Excel, or an image — whatever you have.

02

Pay $5 per account-month

You're billed a flat $5 for each account-month of transactions you upload — no subscriptions, no hourly fees, no minimums. Overlapping uploads for the same account-month count once.

03

Receive one consolidated report

We organize your transactions and deliver a single consolidated financial report covering every account-month you purchased.

What we organize

  • Checking and savings account statements
  • Personal and business credit card statements
  • Transactions across every account-month you upload
  • A full year of activity in one place

What you receive

  • One consolidated financial report covering all purchased account-months
  • Organized transaction detail you can actually read
  • A clean starting point for your accountant or tax preparer
  • A complimentary one-year consumer membership with every report

Stop 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…

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