Free
$0
See what you overpaid
Private “could have saved” report. No card.
- Upload last year’s return — takes minutes
- Estimated overpayment
- 100% confidential to your account
TaxBooks by MoneyChoice
Stop overpaying tax.
Free: see what you may have overpaid. Then experts keep your books — and Gold guarantees legal savings or $0.
Live TaxBooks
Private uploadFree
Could-have-savedEstimated
Experts close the booksMonthly
Human CPAOn Gold
Plans
You connect accounts. Experts finish the books.
Silver
$79/month
Experts keep your books
Statements in. Our team categorizes, reconciles, and closes the month.
- Dedicated bookkeeping support
- Accurate monthly books — P&L, expenses, cash flow
- Unlimited bank accounts & cards
- Tax-ready year-end package path
Gold
$249/month
Experts + CPA savings
Books done for you — plus a CPA who guarantees legal savings or $0.
- Everything in Silver
- Unlimited CPA consultation
- If we don’t save you money, you pay $0
Built different from QuickBooks & Xero
SimpleYou connect. Experts close the books.
AccurateAI + rules CPAs trust.
NativeU.S. tax. QB chart import. Gusto-ready.
HumanBookkeepers on Silver. CPA on Gold — savings guaranteed or $0.
Lighter than QuickBooks Online. Clearer than Xero + TurboTax. Expert books without Bench’s $199–$599 starting rates.
See what you overpaid — free.
No credit card. Private report. Upgrade when you want experts on your books — or a CPA.
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