For US small business owners · 2026 tax season
Bank statements in. Tax package out.
Upload a year of business bank statements. TaxGene finds every transaction, sorts it into IRS categories, and builds the tax package your preparer needs — in an afternoon, not weeks.
How it works
Three steps from a shoebox of statements to a finished package.
Upload your statements
Download the PDF statements for your business checking account from your bank — all 12 months — and drop them in.
Review what the AI found
Every transaction gets an IRS category. Anything uncertain is shown first. Split mixed purchases and exclude transfers or owner draws in a tap.
Get your tax package
Once you approve everything, download one PDF with your totals, the draft form and every transaction — ready to send to your preparer.
What you get
Everything your tax preparer asks for, in one PDF.
No more spreadsheets, highlighters or back-and-forth emails in April.
Income & expense summary
Totals for every IRS category, income, expenses and estimated net profit.
Draft form worksheet
Amounts mapped to the lines of the form that matches your business type.
Itemized transaction appendix
Every transaction with its date, amount and category, so nothing has to be taken on faith.
| Your business | Draft form |
|---|---|
| Sole proprietor / single-member LLC | Schedule C |
| S corporation | Form 1120-S |
| Partnership / multi-member LLC | Form 1065 |
| C corporation | Form 1120 |
Draft amounts from your bank activity, for you or your preparer to review and file. TaxGene doesn't e-file.
Built for real books
It handles the messy parts of a business account.
Transfers & owner draws
Money moved between your own accounts is detected, so it isn't counted as income or expense.
Split transactions
One Costco run, part business and part personal? Split it and only the business share counts.
Refunds & reimbursements
Money you get back lowers your expenses instead of being counted as income.
Uncertain items first
Each category comes with a confidence score, and low-confidence items are flagged at the top of your review.
Share with your preparer
Send the finished package straight to your CPA or tax preparer, or print it.
Phone or computer
Works in your browser on any device, with iPhone and Android apps on the way — in English or Spanish.
Pricing
One price per tax season. No subscription.
Standard
- Up to 1,000 transactions a year
- AI categorization + guided review
- Full tax package PDF
High volume
- More than 1,000 transactions a year
- AI categorization + guided review
- Full tax package PDF
Planned launch pricing. You only pay when you're ready to generate your package — joining the waitlist is free.
Questions
Good to know.
Is TaxGene tax advice?
No. TaxGene organizes your bank activity and prepares a draft package. Review it with a licensed tax professional before you file.
Does it file my taxes?
Not yet. You download, print or share the package, and you or your preparer file it.
Which banks work?
TaxGene reads the official PDF statements you download from your bank's website. The first version supports one business checking account per business.
Do I have to check every transaction?
You approve the results before your package is created. Confident categories can be approved quickly; flagged items are shown first so your time goes where it matters.
¿Está disponible en español?
Sí. Toda la aplicación funciona en inglés y en español — cambia de idioma cuando quieras.
When can I start?
Early access opens ahead of the 2026 tax season. Join the waitlist and we'll email you as soon as your spot is ready.
Make this the last tax season you dread.
Join the early-access list and be first in line when TaxGene opens for 2026.