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Convert your PDF bank and credit card statements into one annual Excel workbook for tax preparation and CPA filing (Form 1040)
Result: Income / Expenses / Summary + fields for CPA: Statement Group, Tax Classification (Client/CPA), receipt description, business use %, Notes. Important: The client and/or CPA determines the tax classification for the tax return lines based on receipts and expense designations. Timeframe: 2–5 days (rush options available). Price from $149, depending on the number of statements/pages/transactions. Confidentiality: We do not publish data; NDAs are required upon request. Files are deleted upon submission. Please message us privately.
