Two ways to get your books done.
Pay only for what you need.
Done-for-you bookkeeping for one flat price — and when you want it, our licensed CPA on your taxes too, so you stop thinking about either.
Platform
Done-for-you bookkeeping
Connect your accounts and we keep your books categorized and current: every transaction sorted, our team on anything flagged, and you always know where you stand.
7 days free, then $197/month · email before your first charge
What's included
- Unlimited bank & credit card connections (read-only, via Plaid)
- Every transaction categorized for you, with our team on anything flagged
- Always-current cash-basis P&L, balance sheet, and dashboard
- Bulk cleanup tools that fix a merchant's whole history in one move
- Transfer & card-payment detection, so nothing counts twice
- Bank-disconnect alerts before your books go stale
- CSV export of everything, anytime
- Onboarding call with our tax team, included in the trial
- Unlimited bank & credit card connections (read-only, via Plaid)
- Every transaction categorized for you, with our team on anything flagged
- Always-current cash-basis P&L, balance sheet, and dashboard
- Bulk cleanup tools that fix a merchant's whole history in one move
- Transfer & card-payment detection, so nothing counts twice
- Bank-disconnect alerts before your books go stale
- CSV export of everything, anytime
- Onboarding call with our tax team, included in the trial
Full-Service
For owners who want taxes handled too
Everything in the platform plus our licensed CPA team on your taxes: monthly close, filing, strategy, and someone who answers the IRS so you never have to.
Straight quote after one 20-minute call
What's included
- Everything in the Taxana platform
- Our team reviews and closes your books every month
- Business + personal tax preparation and filing
- Quarterly estimates, so April is never a surprise
- Proactive tax strategy: entity, compensation, elections, depreciation
- Historical cleanup & catch-up handled for you
- IRS notices, audits, and representation when it matters
- Direct access to the CPA team
- Everything in the Taxana platform
- Our team reviews and closes your books every month
- Business + personal tax preparation and filing
- Quarterly estimates, so April is never a surprise
- Proactive tax strategy: entity, compensation, elections, depreciation
- Historical cleanup & catch-up handled for you
- IRS notices, audits, and representation when it matters
- Direct access to the CPA team
How we price the tax work.
Every business files differently, so service work is scoped to what yours actually needs — entities, states, history, complexity — never a one-size retainer padded for the worst case.
And because the platform has already done the heavy lifting of clean, categorized books, our engagements skip the billable hours most firms spend untangling them.
You'll get a straight quote on your first call.
Add-on services
Start with either side and add exactly the tax help your year calls for.
Tax preparation & filing
Business and personal returns, federal and state, extensions and estimates — prepared from books that are already clean.
Tax strategy & advisory
Entity structure, owner comp, elections, and depreciation planned proactively with quarterly projections against your live numbers.
Cleanup & catch-up
Twelve to twenty-four months of ignored books rebuilt from bank data, with business and personal finally separated.
IRS notices & defense
Drafted responses, assembled documentation, and direct representation — from a CPA who used to sit on the IRS's side of the table.
Crypto & complex situations
Multi-exchange crypto reconciliation, rental property schedules, multi-state and cross-border filings.
Trusts & fiduciary tax
Trust and fiduciary returns handled by the same team, with the same discipline.
Full detail with proof points on the services page.
Start with the books. Add tax when you're ready.
The platform keeps your books done and current at a price that fits before you need a finance team — and every month it keeps clean makes the tax work faster and cheaper later.
How does Taxana compare to the usual options?
| Taxana | DIY software | Traditional firm | |
|---|---|---|---|
| What you pay | $197/mo flat | Software fee + your weekends | $300–$800/mo + cleanup hours |
| Who does the work | We do: every transaction sorted, our team on the flags | You do | They do, out of sight |
| Books current as of | Every sync | Whenever you catch up | Last month's close |
| Uncertainty | Flagged and counted, visibly | Invisible until tax time | Resolved without asking you |
| Tax filing & IRS defense | Same team, scoped per engagement | Find your own CPA in March | Often a separate referral |
| Time to start | Under five minutes | A lost weekend | Weeks of onboarding |
“Resolved my IRS audit with zero adjustments.”
Client of our tax practice — one of the engagements behind the 4.9★ rating, alongside three years of crypto reconciled across five exchanges and $14k in savings a client would have missed.
Implementation & support
Taxana gets you live in minutes, not weeks — with no setup fees and a person on the other end from day one.
- 1
Connect
Link your business checking and credit cards through Plaid — read-only, under five minutes, no data entry.
- 2
Clean & call
We import and sort your last 90 days — every transaction sorted, our team on the flags — and your onboarding call walks the result and your tax options.
- 3
Run — or hand it over
Keep the platform at $197/month, or add Full-Service and hand your taxes to the same CPA team.
FAQs
How do you price the tax work?
By the engagement, not the seat. On your first call we scope what your situation actually needs — entities, states, history, complexity — and quote it straight. A Schedule C and an 8-figure multi-entity return aren't the same job, and we won't pretend they cost the same.
Why is the software one flat price?
Because clean books shouldn't be a luxury tier. Every business gets the whole platform — no feature gates, no per-transaction meters, no "contact us" asterisks. The $197 covers the platform and done-for-you, always-current books; tax work by our CPA is priced for the work itself.
What happens on the first call?
Twenty minutes: we walk your actual numbers in Taxana, hear what you need, and — if you want the service side — leave you with a straight quote. No pitch deck, no pressure to decide on the call.
What's included in my free trial?
The full platform for 7 days: connect your accounts, and we import and sort your last 90 days and hand you your P&L — plus an onboarding call with our tax team. A card is required to start; you won't be charged until the trial ends, we email you three days before, and cancelling during the trial means you pay nothing.
Is Taxana software or an accounting service?
Both, deliberately. At $197/month we sort every transaction and our team handles anything flagged, so your books are done for you. Full-Service adds our licensed CPA on your taxes: filing, estimates, strategy, and the IRS. Most owners start with the platform and add tax when the season comes.
What size businesses use Taxana?
Solo owners and small teams in the US — from pre-revenue startups to 8-figure companies on the services side. If you file US taxes and your books live in a business checking account and a credit card, you're who we built this for.
What's the difference between Platform and Full-Service?
Who files the taxes. Platform: your books are kept for you — every transaction sorted, our team on the flags — and always current. Full-Service: on top of that, our CPA closes every month, prepares and files your returns, and handles the IRS if it ever writes to you.
Can you catch me up if my books are behind?
Yes — cleanup is one of our most common starting points. We rebuild from your bank data, separate business from personal, and hand you a reconciled starting point. Scoped and quoted before we begin, so there are no surprise hours.
Are there any additional or hidden fees?
No. The platform is $197/month, full stop. Service engagements are quoted before work starts and don't change mid-stream. If scope genuinely grows, you hear about it before it costs anything.
Can I cancel my subscription at any time?
Yes. No contracts, no cancellation call gauntlet. Export everything as CSV first; deleting your account permanently removes your data — enforced by the database itself, not a support ticket.
Seven days to find out. Zero dollars to start.
7 days free, then $197/mo · We email you before your first charge · Your trial includes an onboarding call with our tax team