M.A.K.S. TaxCat Pro

Turn Your Bank Statements Into Tax-Ready Financials โ€” Without Guesswork

M.A.K.S. TaxCat Pro sorts your business income and expenses into IRS Schedule C categories, straight from your bank statements.

Get Your Transaction Quote โ†’
Checking your price is free. No login or payment needed.

Why Every Transaction Matters

Each business transaction is either income you report or an expense that can lower your taxes.

Overpaying taxes

Expenses that are never recorded can't reduce what you owe.

Missed deductions

Business costs mixed in with everything else are easy to lose at tax time.

Audit risk

Income and expenses that don't match your statements raise questions.

Choose Your Plan

All three use the same IRS Schedule C categories. The difference is who does the work.

Most Popular
๐ŸŽฏ
M.A.K.S. Pro Managed
Done For You
For owners who want it handled, including S-Corps
$55/month
+ $2.50 per transaction
  • Our team categorizes every transaction
  • Profit and loss statement prepared for you
  • Monthly reporting
  • Direct communication with an M.A.K.S. advisor
  • Tax-ready reports
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โšก
M.A.K.S. Simple
Do It Yourself
For sole proprietors filing Schedule C
$39/month
+ $1.50 per transaction
  • Upload statements to your client portal
  • We sort what we can automatically
  • Guided tools to categorize the rest
  • Schedule C category report for your tax preparer
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๐Ÿ“˜
M.A.K.S. Essential
Keep Your QuickBooks
For owners already using QuickBooks Online
$105/month
Includes 100 transactions a month ยท $1.00 each over 100
  • You keep managing your own QuickBooks Online
  • You give us accountant access
  • Each month we compare it to your bank statements
  • Errors flagged before tax season
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How Pricing Works

Your quote shows your exact transaction count and cost before you choose a plan.

  • Your monthly fee opens your account and client portal.
  • Transaction fees are billed separately, after we confirm your count. Send statements monthly and you're billed monthly; send a full year at once and you're billed once.
  • Essential includes 100 transactions a month. You're only billed for transactions over 100.
Example: 80 transactions in one month
PlanMonthly feeTransaction feesTotal
Simple$3980 ร— $1.50 = $120$159
Pro Managed$5580 ร— $2.50 = $200$255
Essential$105Included (under 100)$105

How It Works

From statements to tax-ready reports in five steps.

  1. Get your transaction quoteUpload your bank statements (Excel or CSV). No login needed.
  2. Choose a plan and pay the monthly feePick Pro Managed, Simple, or Essential.
  3. Get your portal sign-inWe email your sign-in link once your payment is processed.
  4. Upload and trackUpload statements, answer any questions about transactions, and follow your progress in the portal.
  5. Receive tax-ready reportsYour transactions organized into Schedule C categories, ready for tax time.

See Your Price in Minutes

Your quote is based on your actual statements, not a guess.

Get Your Transaction Quote โ†’