Elegant, accurate tax support
TaxTidy helps individuals and sole proprietors organize messy tax records, resolve preparation gaps, and move toward filing with confidence.
Straightforward scopes. Secure document handling. No surprise add-ons.
What to expect
You will know what is included, what information is needed, and what comes next before work begins.
Your records are reviewed for missing details and inconsistencies—not simply moved through a template.
Questions, findings, and action items are explained clearly, without unnecessary tax jargon.
A tidier tax year
Start where you are. TaxTidy turns incomplete paperwork and unclear bookkeeping into an organized, reviewable path forward.
The core service
We review the records you have, identify gaps, organize relevant income and expenses, and prepare your return based on the information provided. Sole proprietors receive extra attention around business activity and deductible expenses.
Best for
Late starts, mixed personal and business records, missing categorization, or a return that needs more preparation than a simple filing.
Sort source documents, flag missing information, and organize income and expense records into a workable file.
Receive a concise summary of open questions, completed work, and practical recordkeeping improvements for next year.
Services and fees
Listed prices are starting points. Final scope depends on record condition, filing complexity, and the number of tax years involved.
Ready when you are
Select a service to share what needs attention. TaxTidy will help define a practical scope before the work starts.