Organizing a year’s worth of bank and credit card transactions

You don’t have to organize a year’s worth of transactions. Tax Season Relief does it for you.

A full year of checking, savings, and credit card statements is a lot to sort by hand — categorizing every transaction, reconciling transfers between accounts, building monthly and annual totals, and formatting it into something your tax preparer can actually use. It’s days of work, and it’s exactly the work Tax Season Relief handles for a flat $5 per account-month.

The simple way to get organized

You don’t need bookkeeping software, a spreadsheet, or a free weekend. The whole process is four steps:

1. Gather your statements. Bank, checking, savings, and credit card statements — PDF, CSV, or Excel, whichever you have. One monthly statement or one export covering the full year both work.
2. Upload them to Tax Season Relief. Sign in, add each file with its account label and statement month, and upload.
3. Review the price and pay. $5 per unique account-month covered, with overlapping uploads de-duplicated automatically. Approve the total and check out once.
4. Receive one consolidated report. Your transactions, organized and categorized — ready to review and download.

See how it works before you start, or jump straight to pricing.

You don’t sort a thing

The goal isn’t to teach you to organize statements — it’s to take the job off your desk. You don’t have to:

• Manually categorize each transaction as income, an expense, or a transfer
• Reconcile credit card payments and transfers between your own accounts
• Add up monthly and annual totals by hand
• Build or format a spreadsheet for your tax preparer

We handle all of it — including the parts that usually cause trouble: identifying transfers so they aren’t double-counted as both income and spending, flagging any missing months, and marking transactions that need clarification instead of guessing.

One report, every account, every month

The finished product is a single consolidated report covering every account-month you upload: organized transactions, income and expense categories, monthly and annual totals, transfers identified and excluded, missing periods flagged, and items needing clarification called out. It’s the same report whether you upload twelve monthly PDFs per account or one twelve-month export.

Pricing stays simple: $5 per account-month — one month of transactions for one account, regardless of file format. A year for one account is twelve account-months; checking plus two credit cards is thirty-six. Overlapping files are de-duplicated, so you’re never charged twice for the same period. See the full pricing breakdown for worked examples.

Better for you — and better for your tax preparer

Tax season shouldn’t be painful for you or your tax preparer. An organized report means less paperwork, less time spent sorting statements, and financial information that’s ready when your preparer needs it — instead of a pile of PDFs at the eleventh hour. For your accountant’s perspective, see preparing financial records for your accountant.

One note: Tax Season Relief organizes financial information. It doesn’t prepare tax returns, provide certified bookkeeping, or guarantee deductions, and it doesn’t replace a licensed accountant. It hands your preparer a clean, consolidated starting point so they can do their job faster.

What you get

• One consolidated report covering every account-month you upload
• Transactions organized into income, expense, and transfer categories
• Monthly and annual totals, with transfers excluded so they aren’t double-counted
• Missing periods flagged and uncertain transactions marked for clarification
• A clean starting point your tax preparer can use right away

Rather not sort it yourself? Tax Season Relief organizes a year of statements into one consolidated report for $5 per account-month — whatever the file format. Let us know when you’re ready.