Your business expenses.
Organized.
Get one month of your business expenses and receipts organized into a simple tracker—with a clear routine you can keep using.
$149 one-time
Introductory offer for our first five customers. No subscription required.
Delivered within five business days after your setup call and receipt of all required records.
taxOpro Financial Organization Setup
30-minute setup call
A personal meeting to define your goals and review your business categories.
100 Transactions
Organization of one calendar month of activity from one bank or credit-card account.
25 Receipt Links
Organization of up to 25 receipts supplied by you, linked directly to transactions.
Editable Expense Tracker
A custom summary of transactions with unclear items flagged for your review.
Recordkeeping Checklist
A simple monthly routine to help you maintain your financial organization.
20-minute handoff call
A closing session to review the finished work and answer any workflow questions.
$149 one-time
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.
Request a setup
Submitting this form does not book an appointment or charge you.
How It Works
01
Request your setup
Submit the form. We'll follow up to confirm the scope, arrange payment, and schedule your setup call.
02
Share your records securely
Receive instructions for the approved secure document-sharing method. Never send bank passwords or account-login credentials.
03
Get organized
Receive your tracker, receipt organization, and flagged questions within the stated turnaround after all required materials arrive.
04
Keep it going
Review the finished work during your handoff call and leave with a simple monthly routine.
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.