$89
Lite sort
Best for one tax year with a small set of 1099s, a single bank export, and a few receipt groups.
- Income-source list
- One expense category pass
- Short missing-item memo
Service menu
Pick the packet size that matches the mess.
Each package produces a record index, missing-item list, and handoff note. The service does not include filing, tax advice, or agency representation.
$149
Freelance packet
Built for mixed freelance records across invoices, payment apps, subscriptions, mileage notes, and receipts.
- Folder map by record type
- Question list for review
- Clean handoff summary
$229
Backlog cleanup
For larger record sets with scattered downloads, duplicate receipts, and unclear periods.
- Multi-folder consolidation
- Duplicate and gap notes
- Reviewer-ready packet outline
Not included
Clear limits protect the packet.
No signed returns
The work stops before preparation, signing, or electronic filing.
No agency work
No representation, notices, appeals, or account transcripts are handled.
No savings claims
The packet cannot promise refund size, deduction eligibility, or tax savings.