Tax document review
Send W-2s, 1099s, prior returns, receipts, and other tax documents. We identify what is present, what is missing, and what needs attention.
Bank statements, tax docs, or shoebox? We'll take it from here.
Stop stressing over back taxes. Let a CPA or EA bring you back into compliance.
Multi-year filing backlog? Delinquent returns? No profit and loss statement? Upload your raw bank statements and shoebox records. A licensed professional reviews your data, reconstructs your books, and sends a flat quote to file your returns. Human precision—no software guesswork.
Upload your records for review
Bank statements, tax documents, receipts, PDFs, CSVs, or the shoebox you have been avoiding. A CPA or EA reviews your files and sends a custom quote before any work begins.
Files are encrypted and reviewed confidentially
Human review. Clear scope. No automatic filing decisions.
- 256-bit encryption
- Private & confidential
- Reviewed by a CPA or EA
How it works
Upload the mess. Get a professional plan.
You do not need to turn your shoebox into perfect books before asking for help.
- 01
Upload the headache
Send bank statements, tax documents, receipts, prior returns, or a shoebox of records through the secure portal.
- 02
CPA/EA scoping & review
A licensed professional personally reviews the file for missing data, transaction volume, and delinquent-year needs. No automated conversion.
- 03
Receive a custom quote
We email a clear quote based on your records and scope. Bookkeeping, tax preparation, and expedited filing fees are explained separately.
- 04
Reconcile & file
Approve the scope and we reconstruct your P&L, prepare delinquent returns, and electronically file with the IRS and state agencies.
Quick self-assessment
Find your next step without judgment
Answer four quick questions so a CPA or Enrolled Agent can prepare for your review appointment.
Question 1 of 40% complete
What we handle
From financial cleanup to filing support
You do not need to sort, label, or perfect your records before sending them. We review the full picture and recommend the right service.
Bookkeeping cleanup
Upload bank and card statements, exports, and records from your shoebox. We reconstruct the books and prepare clear schedules for review.
Monthly bookkeeping
Keep the headache from coming back. Send your records each month and our team keeps your books organized and ready for tax time.
A calmer way to get tax-ready
“I uploaded a year of bank statements and a shoebox of receipts. A CPA reviewed everything, asked the right questions, and sent me a clear quote before doing any work.”
“The monthly bookkeeping option finally gave me a way to stay current without learning another software platform. I upload the messy documents and the team takes it from there.”
“I needed my return expedited. The review was straightforward, the quote was transparent, and I knew the tax return fee separately from the bookkeeping work.”
Bank-level security
Your financial data stays private
We built banktotax with security first. Your statements are encrypted end-to-end and never sold, shared, or stored longer than needed.
256-bit SSL encryption
Every file is protected with the same bank-grade encryption used by financial institutions.
GDPR & SOC 2 compliant
Your financial data is handled to the highest privacy and security standards, audited and verified.
Auto-deleted in 1 hour
We never keep your statements. Files are permanently erased from our servers automatically.
Human-reviewed
Your records are reviewed by a qualified professional before scope, pricing, or filing decisions are made.
Start with a CPA/EA review
Pricing is based on the volume and complexity of your records. We review first, send a quote, and discuss any separate expedited tax-return fee before work begins.