Upfront Review. Transparent Scope. Fixed Pricing.
Every set of records is different. A CPA or EA reviews your uploaded documents, considers volume and complexity, and emails you a custom quote before any work begins. Tax-return preparation and expedited filing are quoted separately.
Concerned about privacy? Upload a masked one-month sample bank statement to see how it works. We'll respond within 24 hours.
A clear path forward
From document upload to professional service.
Step 1
Secure document upload
Upload bank statements, tax documents, receipts, or shoebox records through our encrypted portal.
Step 2
CPA & EA review
A qualified professional reviews document volume, account count, missing items, and complexity.
Step 3
Custom quote
Receive an itemized scope priced around the volume and complexity of your records before work begins.
Step 4
We do the work
Approve the quote and we handle cleanup, monthly bookkeeping, tax preparation, or expedited filing.
Transparent benchmarks
Pricing Summary
Monthly bank statement service is priced by transaction volume. CPA-reviewed, tax-return-ready books are priced per return. Final scope and quote are confirmed before work begins.
| Service | Volume / billing basis | Price |
|---|---|---|
| Monthly bank statement service | Fewer than 100 transactions | $50–$100 / month |
| Monthly bank statement service | 101–300 transactions | $150–$250 / month |
| Monthly bank statement service | More than 300 transactions | Custom quote |
| CPA-reviewed, tax-return-ready books | Per tax return | $500–$750 / return |
Rates are approximate and subject to review. No work commences until you approve the written quote and engagement terms.
The banktotax guarantee
Protection and clarity at every step.
No Billable Hours
Zero charges for short calls, file checks, or email status updates.
Zero Obligation
Free initial statement review. Walking away costs nothing.
IRC §7216 Protected
Bank-grade 256-bit encryption supporting strict federal confidentiality.
Ready to hand off the headache?
Upload your records today. We will review the volume and complexity, send a clear quote, and outline the right next step.