Document prep for your taxes
Get Your Financial Data Organized Quickly and Without Stress
We help you turn scattered statements, mixed accounts, and missing documents into a clean, accountant‑ready summary. No judgment, no overwhelm, just clarity.
Turning messy, scattered financial information into clean, usable summaries
what we do
Whether your documents are neatly organized or sitting in a digital pile, we can take what you have and turn it into something clear, accurate, and ready for your accountant. No judgment, no stress — just a clean set of numbers you can rely on.
Clear boundaries so you always know exactly what to expect
what we don’t do
This service is focused strictly on organizing and preparing your financial documents so your accountant can work efficiently. We don’t replace your CPA, bookkeeper, or tax professional — We simply make their job (and your life) easier.
No Tax Preparation
We don’t file taxes, provide tax advice, or make recommendations about deductions, write‑offs, or compliance. Your accountant handles all of that — We just make sure they get clean, accurate information.
No Bookkeeping
We don’t maintain ongoing books, reconcile accounts, or manage monthly financial records. Our role is limited to organizing the documents you already have, not maintaining your books over time.
No Financial Analysis
We don’t offer budgeting, forecasting, investment guidance, or financial strategy. We simply organize your data so you and your financial professionals can make informed decisions.
A simple, secure process from start to finish
how it works
You don’t need to organize anything before you start. Just upload what you have, and we’ll take it from there.
Step 1 — Tell Us What You Need
Fill out a short intake form so we know your categories, deadlines, and who will use the final summary.
Step 2 — Upload Your Documents Securely
You’ll receive a private upload link to our Tresorit secure cloud for your files. No login required. Just drag‑and‑drop.
Step 3 — Data Cleanup
We will extract information from bank statements, credit cards, 1099s, brokerage forms, and other financial documents. Everything gets consolidated into one place.
Step 4 — Category Organization
We organize your transactions using the categories you or your accountant specify. This ensures your totals match exactly what your accountant needs.
Step 5 — Final Summary Package
You receive a clean spreadsheet or PDF with totals, notes, and a neatly organized download folder containing all your documents.
Step 6 — Secure Deletion
Once you confirm receipt, we delete your data from our system for privacy and peace of mind.
Step 1 — Tell Us What You Need
Fill out a short intake form so we know your categories, deadlines, and who will use the final summary.
Step 2 — Upload Your Documents Securely
You’ll receive a private upload link to our Tresorit secure cloud for your files. No login required. Just drag‑and‑drop.
Step 3 — Data Cleanup
We will extract information from bank statements, credit cards, 1099s, brokerage forms, and other financial documents. Everything gets consolidated into one place.
Step 4 — Category Organization
We organize your transactions using the categories you or your accountant specify. This ensures your totals match exactly what your accountant needs.
Step 5 — Final Summary Package
You receive a clean spreadsheet or PDF with totals, notes, and a neatly organized download folder containing all your documents.
Step 6 — Secure Deletion
Once you confirm receipt, we delete your data from our system for privacy and peace of mind.
Clear packages based on the complexity of your documents
simple transparent pricing
You’ll receive a firm quote with specific deliverables before any work begins. No surprises, no hidden fees.
$150 – $250
Tier 1
Personal / Simple
For individuals or couples who need help organizing personal financial documents (bank statements, credit cards, W‑2s, 1099‑INT, and basic year‑end forms).
$500 – $999+
Tier 3
Small business / LLC / S-Corp
For established businesses that need organization across business accounts, subscriptions, invoices, contractors, and higher‑volume financial activity.
Add-Ons:
Optional services you can add if you need extra help gathering, locating, or preparing your documents.
Private Upload Link
You receive a private, encrypted upload link exclusive to you. No shared folders, no public links.
End‑to‑End Encryption
Tresorit uses end‑to‑end encryption, meaning your files are protected from the moment you upload them until they are deleted.
Secure Deletion
Once you confirm receipt of your final summary, your documents are permanently removed from our system.
Private, encrypted, and handled with care
how your documents stay secure
All uploads go through a private, encrypted Tresorit File Request link created specifically for you. You don’t need an account, and your files are never stored in a shared folder. Once your project is complete, your documents are deleted for privacy and peace of mind.
We’re here to help you get organized and feel confident about the process.
have questions before you start?
If you’re unsure which tier fits your situation, want to confirm what documents you need, or just want to make sure this service is right for you, send us a note. We respond quickly and we are happy to point you in the right direction.