Every January. Every line auditable.

~100M U.S. filing households. ~60M with complexity beyond a W-2. Average prepared-return spend $323 (NSA, 2024). The deadline is non-negotiable — and every line on the return needs a sourceable record behind it. We sit between the chaos of receipts and the cleanliness of a filed return. The CPA looks better for it. The household pays less for it.

Status

The architecture is ready. The workspace ships next.

The Lossless ledger already ingests the records this workspace needs. The vertical UI, professional-channel onboarding, and pricing model are in build. Want early access or to channel-partner? Get in touch.

Start your tax-ready ledger See pricing

In your first month

Twelve months of receipts. One auditable bundle.

Week 1

Connect Gmail + your primary bank. Lossless parses last 12 months of receipts and statements into typed records — every line carries a source pointer back to the original PDF or email.

Week 2

1099-MISC, 1099-NEC, 1099-DIV, K-1s, mortgage interest statements auto-classified. Charitable contributions extracted from confirmation emails. Health-care deductions matched to charges.

Week 3

Vehicle business-mileage reconstructed from Tesla telemetry + calendar. Home-office square-footage applied to utilities. Sub-S distributions classified.

Week 4

Single export to your CPA: PDF binder per schedule (A, C, D, E), CSV per category, every row linked back to its sealed source record. Your CPA opens it once and works the return.

The deliverable

A single export your CPA doesn't ask follow-up questions about.

Schedule A · Schedule C · Schedule D · Schedule E · Schedule SE — each one as a printable PDF with line-by-line citations back to the source record (a Gmail receipt, a Plaid charge, a Tesla trip, a 1099 PDF). The CSV underneath drops straight into TurboTax, Drake, Lacerte, ProSeries, or your CPA's pro tool of choice.

📎 2025_tax_bundle_household.zip
├─ Schedule_A_itemized.pdf · 47 lines · 47 source citations
├─ Schedule_C_business.pdf · 312 lines · 312 source citations
├─ Schedule_E_rentals.pdf · 184 lines · 184 source citations
├─ 1099_K1_W2_packet.pdf · 14 documents, indexed
├─ category_breakdown.csv · drop-in for TurboTax / Drake / Lacerte
└─ provenance_manifest.json · every Ed25519 seal · every source URI

ROI for a typical household with 1099 income + a rental: ~14 hours recovered each January (vs. the manual receipt-shoebox baseline)¹, plus the CPA reads the bundle in one sitting instead of three back-and-forth emails.

¹ Assumes ~120 itemized deductions + ~80 business expenses + ~50 rental line items, ~4 minutes manual categorization each. Adjust to your situation; the export is the export either way.

Why this workspace · from STRATEGY.md

The recurring anchor.

Tax is the workspace every customer returns to every year. WTP $99–249/yr. Deadline-driven. Evidence-bound (every line auditable). Professional gatekeeper (CPA / Enrolled Agent). Compounds with Financial data, Rental property, and Financial Separation. Planning TAM $2.4B U.S. — the largest of the workspaces.

Full segment math, attach-rate model, and TAM in STRATEGY.md and workspaces.html.

Continue the Workspaces tour

Tax is the anchor. Rentals + Financial Separation feed it.

Most Tax customers run two or more of these in parallel — every workspace's records feed Schedule something the next January.