Plumbers: Want your last 90 days of books cleaned up free, plus a 1:1 tax strategy call with a CPA?
In the next 14 days we'll connect to your bank, clean up your last 90 days of transactions, and show you a simple tax‑ready P&L. If you love it, keep us for $197/month. If not, you keep the cleanup and tax plan.
- We connect securely to your bank and cards and clean up the mess for you.
- You get a simple dashboard and CPA‑ready year‑end package started.
- Then a CPA walks you through a custom tax strategy so you keep more from each job.
- Ex-PwC, ex-IRS
led by a licensed CPA who used to audit returns for the IRS
- Licensed in all 50 states
10+ years in tax, 4.9★ from clients of our tax practice
- Read-only bank access
through Plaid — Taxana can see transactions, never move money
What happens next
- 01
Tell us where to send your reports
Name, email, mobile, and two quick questions about your business. Under a minute.
- 02
Pick a time for a 20-minute call
We call your mobile, connect your accounts with you, and answer your questions.
- 03
We clean up your last 90 days
Our team sorts every transaction and you get a simple, tax-ready P&L.
- 04
Your CPA tax strategy call
A CPA walks you through a plan to keep more from each job. It's yours either way.
Questions plumbers ask us
Is the cleanup really free?
Yes. The 90-day cleanup and the CPA tax strategy call are free. If you love it, keep Taxana for $197/month. If not, you keep the cleanup and the tax plan.
Do I have to do the bookkeeping?
No. Our software does the first pass on every transaction and our team handles anything it isn't sure about. You can look anytime; you don't have to.
Is it safe to connect my bank?
The connection is read-only through Plaid, the same service thousands of financial apps use. Your bank login goes to Plaid, never to us, and Taxana can never move money.
What if my books are a mess?
That's who this is for. Mixed personal and business charges, months of nothing categorized — we sort the last 90 days for you.