About
Your books, done for you. By a team led by an ex-IRS CPA.
Taxana looks and works like modern software because it is. But the reason it can promise more than software is who stands behind it: a licensed CPA practice with a decade-plus in tax, audit, and controversy — including time inside the IRS itself.
The experience you can't prompt your way to.
Anyone can connect a bank feed to software. What can't be copied is the judgment behind ours — the rules a CPA wrote for it, and the people who handle what it flags.
Big Four discipline
Our lead CPA trained at PwC — the review standards, documentation habits, and skepticism of one of the world's largest accounting firms, applied to owner-operator books.
Inside the IRS
As a former IRS Revenue Agent, our CPA audited returns for the government before defending them against it. We know exactly how the IRS reads a file, because we used to be the reader.
Unafraid in controversy
Notices, audits, examinations — we've represented clients directly before the IRS and aren't afraid to. Most bookkeeping products end where the letters begin. That's where we're strongest.
Software does the sorting. People do the judgment.
Our software does the first pass on every transaction and is built to flag what it's unsure about instead of guessing — and every flag goes to a person on our team. When your situation needs more than that, there is a CPA: every trial includes an onboarding call with our tax team, and larger accounts are matched directly with a CPA.
“Resolved my IRS audit with zero adjustments” · “Three years of crypto reconciled across five exchanges” · “Found $14k in savings I'd have missed.”
From client engagements of our tax practice — startups to 8-figure companies.
What that means for you.
One partner, whole picture
Books, filing, strategy, and defense in one place — no relay race between a bookkeeping app, a tax preparer, and a lawyer.
Answers, not tickets
Modern-software responsiveness with a monitored inbox a person actually reads. Reply to any email we send you.
Insider calibration
Positions taken with an understanding of how the IRS actually evaluates them — assertive where the law supports it, never reckless.
Meet the team behind your books.
7 days free, then $197/mo · We email you before your first charge · Your trial includes an onboarding call with our tax team