Your 2025 business expenses.
Finally Organized.
Get a categorized transaction spreadsheet, expense summary, and a clear list of missing information.
Your $49 is credited toward your separately quoted 2025 cleanup. No subscription or obligation to continue
Not satisfied? Request a full $49 refund within seven days of delivery.
Includes one month for one business, up to two accounts, and 250 transactions total across those accounts. Delivered within five business days after complete records are received.
Expense organization only. Tax preparation and filing not included.
$49 - Try One Month
What's Included in Your $49 Sample Month
One Month. Two Accounts.
Organization of one calendar month in 2025 for one business, covering up to two bank or credit-card accounts.
250 Transactions Total
Transactions organized and categorized, with unclear purchases flagged for your review.
Up to 25 Receipt Links
Receipts you provide matched to their corresponding transactions. Missing receipts clearly identified.
Review and Corrections
A list of questions and missing information, plus one correction round requested within seven days of delivery.
Your $49 is credited toward your separately quoted 2025 cleanup. Not satisfied? Request a full refund within seven days of sample delivery.
This package covers financial record organization. It does not include tax preparation, tax filing, tax or legal advice, audit services, or decisions about whether expenses are deductible. For larger volumes or additional accounts, please request a custom quote.
$49 — Try One Month
Editable Excel Spreadsheet
Your organized transaction details in a spreadsheet you can keep, update, and share with your tax preparer.
Expense Summary
A clear breakdown of your expenses by category for the selected month.
Request Your $49
Sample Month
Tell us about your business. We'll confirm the scope and send next steps by email. NO payment is collected here.
How It Works
01
Request your sample month
Submit the form. We’ll confirm your scope, provide a full-year estimate, and send your service agreement and $49 payment link.
02
Upload your records
After payment, receive your individual upload link for statements and receipts. Never share banking passwords or login details.
03
Review your organized month
Receive your categorized spreadsheet, expense summary, and questions within five business days after complete records arrive. One correction round is included.
04
Decide on the full year
Continue with a separately approved 2025 cleanup and apply your $49 credit. Not satisfied with the sample? Request a full refund within seven days of delivery. No obligation to continue.
A Vision for Simplicity
Empowering your financial journey through design.
I am Jake Richard, a Navy veteran and tech leader who believes financial clarity shouldn't be a luxury. I founded taxOpro to bridge the gap between complex tax regulations and the everyday needs of hard working blue collar Americans, small business owners, freelancers, and families. Our mission is to help you keep more of what you've earned by simplifying financial organization for tax preparation and giving you back the time and confidence you deserve.
The taxOpro app is coming next.
A clearer way to organize your financial life. Explore the taxOpro app experience and see how a financial command center can bring your records, insights, and next steps into focus.
The taxOpro app is currently in development.
Learn more about the taxOpro app
The taxOpro app is currently in development. Join the waitlist to be among the first to experience the future of small business finance.