Preparing financial records for your accountant

Tax season shouldn’t be painful for you or your tax preparer.

The handoff between you and your accountant sets the tone for the whole return. Bring a shoebox of unsorted statements and the work slows to a crawl; bring an organized financial report and your preparer can get straight to your return. You provide the statements. We do the organizing.

Arrive organized, not overwhelmed

Your accountant or CPA works as fast as your records allow. When the income and expenses are already organized across the year, by account and by month, with transfers identified and totals in place, the back-and-forth shrinks and the work can start immediately. That’s exactly the report Tax Season Relief produces — without you doing the bookkeeping yourself.

One report, every account, every month

Upload a year’s worth of bank and credit card statements and we return a single consolidated financial report showing:

• Transactions organized into income, expense, and transfer categories
• Income and expense totals, by month and for the full year
• Transfers between your own accounts identified and excluded from totals
• Credit card payments counted once — not on both the checking and the card
• Missing periods flagged and uncertain transactions marked for clarification

It’s the same clean summary whether you upload twelve monthly PDFs per account or one twelve-month export — and your accountant can read it at a glance. We walk through the shape of that report in organizing a year’s worth of transactions.

From statements to report in four steps

1. Create your account. Register or sign in to Tax Season Relief.
2. Upload your statements. Add each bank and credit card statement with its account label and statement month.
3. Review the price. You’re charged $5 per unique account-month — one month of transactions for one account, regardless of file format. Overlapping uploads are de-duplicated automatically.
4. Pay and receive your report. Approve the total in one consolidated checkout, then download your finished consolidated report.

See the full process or the pricing breakdown.

Better for you — and better for your preparer

You skip the sorting. Your accountant skips the cleanup and starts from a consolidated report that already separates income from expenses, identifies transfers, and totals the year. Less paperwork to chase, less time spent untangling statements, and organized financial information that’s ready when your preparer needs it.

Organizing, not tax advice

Tax Season Relief organizes your financial information into a report your accountant can use. It doesn’t prepare tax returns, provide certified bookkeeping, guarantee deductions, or replace a licensed accountant. Don’t have a preparer yet? Search our directory of CPAs, accountants, and bookkeepers by location and service.

Want us to assemble it for you? Tax Season Relief organizes your statements into one consolidated report for $5 per account-month. Tell us when you’re ready.