Convert bank and credit statements from PDF to Excel for TAX
I'm consolidating all bank statements for 2025 into one neat spreadsheet (income/expenses/totals) plus columns for CPAs: Tax Classification, receipt description, business use %. Important: The client/CPA determines the tax classification for each line of the tax return based on receipts. Fixed price based on volume, deadlines 2-5 days. Please message me privately.
Expense categorization Bank statement reconciliation Profit & Loss statement Schedule C or Forms 1065 / 1120S / 1040 preparation file One-time annual service for individual W-2 / 1099 filers + domestic LLC or Corporation (up to 3 bank accounts) Price: $500 (each additional bank account + $100) (limit: $100,000 revenue) – Small business NY Sales Tax filing (quarterly): $150 Annual Tax Return Preparation Single – $150 Single + small business – $300 Married (2 people) – $300 Married (2 people) + children or other dependents – $350 Married filing jointly (2 people) + small business – $500 Divorced + children/dependents – $300 Married filing separately – $300
