Member No. 0001
Engraved for
Your name
Set asideas youget paid.
Every payment gets a tax estimate: how much to put aside, at a rate you choose. When it’s time, a partner CPA prepares and files your return.
Payment in$3,200.00
Yours to spend$2,400.00
05075100%
25% · your rate
Set aside estimate$800.00In your own savings. Banked never holds it.
The estimate
On every
payment.
Books already knows what came in. Tax puts a number beside each payment and a running total beside the year, so you can see what to put aside as you go.
An estimate at a rate you set, not tax advice. Your CPA has the final word.
PaymentSet aside at 25%
$850.00$212.50
$312.75$78.19
$2,400.00$600.00
So far$890.69
Sample figures
Your money
It stays with you.
Banked doesn’t take the money or hold it. You move it into your own savings account, at your own bank, and Banked keeps count.
Filing
A partner CPA files.
An independent CPA we partner with prepares, signs and files your return, starting from books that are already in order.
- 01
Your books, ready
Income sorted by category and payer all year, in Books.
- 02
The CPA prepares
They review everything, ask what they need to, and prepare your return.
- 03
They sign and file
The CPA is independent and signs the return. Banked doesn’t give tax advice.
Early access