✦ Tax Categorization Platform

Your transactions,
perfectly organized.

Professional tax categorization for small businesses. We sort your bank transactions into the right Schedule C categories — so your CPA has exactly what they need.

View Pricing → See How It Works
$2.50
per transaction, fully sorted
48 hrs
average turnaround time
Sch C
IRS-ready categories
100%
audit-ready output
Pricing

Three ways to work with us

Whether you want us to do the work, prefer to do it yourself, or are a tax professional serving multiple clients — we have a plan for you.

🎯
Done For You
We categorize everything for you
$2.50/ transaction
One-time per month · No subscription
  • Upload your bank statement
  • We categorize every transaction
  • IRS Schedule C categories
  • Delivered within 48 hours
  • Full P&L report for your CPA
  • Excel export included
🏢
Professional
For tax pros & bookkeepers
$59/ month
Flat monthly fee · Cancel anytime
  • Manage unlimited client accounts
  • White-label client portal
  • Flat monthly fee — no per-transaction surprises
  • Multi-year tax history per client
  • Staff sharing & collaboration
  • Priority support + onboarding call
  • Full reports suite for CPAs

See exactly what you'll pay

No surprises. Enter your expected client volume and we'll show you your monthly cost — and your profit.

$1.50$5.00
💡 Profit Reminder
You charge clients your rate. You pay M.A.K.S. $0.50/tx + $59/month. The difference is your profit — all shown on the right.
Monthly Breakdown
Total Transactions 2,000
Platform Fee -$59.00
Usage Fee (2,000 × $0.50) -$1,000.00
Your Total Cost to M.A.K.S. -$1,059.00
Your Revenue from Clients +$5,000.00
Your Monthly Profit
$3,951.00
$47,412 / year · Platform pays back in 4 days

How it works

Four simple steps from messy bank statement to CPA-ready report.

1
Upload Your Statement
Export your bank statement as Excel or CSV and upload it securely. We accept all major bank formats.
2
Get Your Quote
We count your transactions and send you a quote. You approve before any work begins. No surprises.
3
We Categorize
Every transaction is sorted into the correct IRS Schedule C category. Our system learns your vendors automatically.
4
Receive Your Report
Get a complete P&L report in Excel, ready for your CPA. Fully organized, audit-ready, and documented.
Ready to start?

Stop dreading tax season.

Join small business owners who finally have clean, organized books year-round.