Turn Your Bank Statements Into Tax-Ready Financials — Without Guesswork

M.A.K.S. TaxCat Pro organizes your business income and expenses into IRS categories, so you know your numbers and walk into tax season prepared.

Get Your Transaction Quote
Free to check. No login or payment needed to see your price.

Why your transactions matter

Every transaction in your business account is either:

  • Income you must report, or
  • An expense that can lower your taxes

When transactions aren't tracked properly, you can:

  • Overpay your taxes
  • Miss deductions you earned
  • Create audit risk

Choose the plan that fits how you work

Both plans use the same system and the same IRS categories. The difference is who does the categorizing: you, with guided tools, or our team.

M.A.K.S. Simple
Do It Yourself
$39 / month
+ $1.50 per transaction
Best for: sole proprietors filing Schedule C who want to stay hands-on and keep costs low.
  • Upload your bank statements to your client portal
  • Transactions are sorted automatically where possible
  • You review and categorize the rest with guided tools
  • Schedule C category report you can hand to your tax preparer
M.A.K.S. Pro Managed
Done For You
$55 / month
+ $2.50 per transaction
Best for: owners who want it handled, including S-Corps and businesses that want regular reporting.
  • Upload your statements; our team categorizes every transaction
  • Profit & loss prepared for you
  • Monthly reporting so you always know where you stand
  • Direct communication with your M.A.K.S. advisor
  • Tax-ready reports for your return

How pricing works

You pay the monthly fee to get started. That opens your account and your secure client portal.

Transaction fees are billed separately, only after your transaction count is confirmed. If you send statements each month, you're billed monthly. If you send a full year at once, you're billed once.

Your quote shows the exact count first. You see how many transactions are in your statements and what they'll cost before you choose a plan.

Example: 80 transactions in a month

What one month would cost on each plan
Simple: $39 + (80 × $1.50)$159
Pro Managed: $55 + (80 × $2.50)$255
Your quote uses your real statements, so your numbers will be exact.

What happens after you click

  1. Get your transaction quote no login needed
    Download your business bank statements from your bank as Excel or CSV files and upload them. We count every transaction and show your price.
  2. Choose your plan and pay the monthly fee
    Pick Simple or Pro Managed based on your quote.
  3. Get your client portal login
    Once your payment comes in, we set up your secure portal and email you a sign-in link.
  4. Work from your portal
    Upload new statements, answer questions about specific transactions, and track your progress, all in one place.
  5. Receive tax-ready reports
    Your income and expenses organized into IRS Schedule C categories, ready for your tax preparer.

See your price before you commit

Your quote is based on your actual statements, not an estimate.

Get Your Transaction Quote