Finish 2026 strong.
Start 2027 stronger.
Your Finance Agent gathers this year's receipts, invoices and sales from your email, your photos and your statements, sorts them, and hands you one clean folder for your CPA. You answer only what it can't work out.
Until 2026 closes
Sound familiar?
December has a way of finding every loose end.
Behind
"I didn't hit my goals this year."
A year-end plan, a landing page and a lead magnet so you can still sell through the holidays.
Buried
"My receipts are everywhere."
Your Finance Agent pulls them from your inboxes, photos and statements, and sorts them for you.
Unsure
"I've never done business taxes."
A calm, plain-English path with dated steps that ends with one folder for your CPA.
Weary
"I need encouragement, not just tools."
A 31-day devotional and journal to finish the year with faith and focus.
The heart of it
Meet your Finance Agent.
It goes back to 1 January 2026, gathers every invoice, sale, expense and receipt it can find, sorts them, and asks you only about the ones it can't work out. One card at a time, with the receipt on screen.
What it reads
Gmail and Outlook
Business and personal
Any other email
Your private receipts address
Paper receipts
Snap a photo
Bank and card statements
Upload PDF or CSV
Wave or FreshBooks
If you use them
Your calendar
Trips and client meetings
No bookkeeping software? That's most first-year owners. Upload your statements and we build your books from them.
What you get back
- Your 2026 picture: money in, money out, profit, month by month
- Every item marked business, personal, or your other business
- Owner money untangled: what you put in, lent, and paid on personal cards
- Mileage, contractors and home office, found and confirmed
- A plain list of anything still open, for your CPA
- One folder and one PDF to hand your CPA
- Your Start 2027 plan: a monthly tax set-aside and next year's dates
A question card, as you'll see it
$86.40 · Office supply store · 14 March
Was this for your business?
Why we're asking: 5 of your 6 purchases there were for the business.
We organise your records. We are not tax strategists, accountants or attorneys, and we never file your return. A licensed professional prepares and files it.
Your tax-ready countdown
Not just a clock. A plan with dates.
Every member gets this guide, with what to gather and when, so nothing sneaks up on you. Your state's dates are added when you join.
Mid-November
18 days
Connect your year
Link your email and books, or upload statements. Your Finance Agent starts reading back to 1 January.
Mid-December
48 days
Answer the open questions
One card at a time. Collect a W-9 from every contractor you paid $600 or more.
31 December
64 days
2026 closes
Count any inventory on hand. Note equipment bought and put to use this year.
15 January 2027
79 days
Fourth-quarter estimated tax
The last 2026 estimated payment is due, if you make them.
1 February 2027
96 days
1099s and W-2s go out
Contractor 1099-NEC and employee W-2 forms are due (31 January falls on a Sunday).
15 March 2027
138 days
Partnerships and S corps
Returns are due for multi-member LLCs taxed as partnerships and for S corporations.
15 April 2027
169 days
Sole owners and C corps
Returns are due for sole proprietors, single-member LLCs and C corporations.
Federal dates for tax year 2026. Your state may have its own: in Texas, for example, the franchise tax report is due 15 May, even when no tax is owed. Confirm your own dates with your CPA.
Everything included
One price. Everything you need to close the year.
Your 2026 catch-up
- Your Finance Agent works back to 1 January 2026
- Your 2026 picture and Start 2027 plan
- Your CPA folder and PDF
- A context pack so ChatGPT or Claude can answer questions about your year
Sell through the holidays
- A landing page for your offer, built with our marketing partner
- A lead magnet to grow your list before January
- A year-end sales plan you can run in an afternoon
The tax-ready kit
- The Tax-Ready Year e-book
- First-Year Owner Tax Checklist
- 17 forms and logs your CPA will ask for, from mileage to owner loans
- Your tax-ready countdown, with your state's dates
Faith and focus
- Finish Strong, Start Stronger: a 31-day devotional and journal for December
- Faith in Business, a short e-book for the year ahead
Some pieces arrive in stages through December. Your welcome page shows what's ready and when the rest lands.
Pricing
One payment. Nothing hidden.
The Tax-Ready Bundle
- Your 2026 catch-up by the Finance Agent
- Your CPA folder, 2026 picture and Start 2027 plan
- Landing page and lead magnet for the holidays
- E-book, checklist and 17 CPA forms
- Tax-ready countdown with your state's dates
- 31-day devotional, journal and Faith in Business e-book
Founding Client Credit
Keep 2027 tax-ready, every month.
Start the Back Office within 60 days and your full $497 is credited to it.
- Months one and two: covered
- Month three: $103 off, so you pay $94
- Then $197 a month. Cancel any time.
Miss the 60 days and the credit expires. Everything in the bundle is still yours.
Refer an owner: $100 credit for each one who joins and pays.
Who's behind it
Built by someone who has cleaned up harder messes.
Kris Leonard rose from help desk technician to Chief Information Officer over two decades. As CIO of a 25-site healthcare system, he was brought in after a data breach to lead the recovery, then rebuilt its security, records and procedures from the ground up. TaxReadyCEO brings that same discipline to the owner whose receipts live in three places, and whose January deserves to be calm.
A Leonard Reed Consulting product
Security first
Your numbers stay yours.
Only what shows money
Receipts, invoices, statements and calendar trips. Not your personal messages.
No passwords stored
You sign in on their site and grant limited access. We never ask for your bank password.
Disconnect in one click
Take any connection back whenever you like.
Everything logged
Every read, change and export is recorded, and you can see your own log.
Questions
Answered plainly.
Do you file my taxes?
No. We get your records ready in one folder, with the questions answered. You hand the folder to your CPA, who prepares and files your return.
Is this tax advice?
No. We organise your records. Your CPA gives the advice.
I don't have bookkeeping software. Is that a problem?
No. That's most first-year owners. Upload your bank and card statements and we build your books from them.
My receipts are a mess. Does that matter?
That's the usual case. Your Finance Agent reads your email, your photos and your statements back to 1 January and sorts what it finds.
What do you connect to?
Gmail, Outlook, Google Calendar, Wave and FreshBooks. For any other email, including iCloud and Yahoo, you get a private receipts address. Paper receipts: snap a photo. Bank and card accounts: upload your statements. We don't link to banks directly yet.
How long does it take?
Most owners have their folder within a few days of connecting and answering. It depends on how much there is and how quickly you answer.
What happens after 60 days?
If you started the Back Office, your $497 was already credited to it. If you didn't, the credit expires and everything in the bundle is still yours.