Your personal return
Personal
Form 1040
Details received
Open return
PelPush — for owners running one business, or ten
Books kept as the money moves. Returns built from those same numbers, every figure traced to its source. Prepared ready to file, with a licensed CPA behind every return.
Free while in beta · A licensed CPA behind every return · Every number sourced
Your personal return
Personal
Form 1040
Details received
Open return
Kept so far
$54,000
See the books
Cash runway
7mo
at today’s pace
Open the breakdown
What we still need
2things
last year’s 1099 & a bank statement
Add documents
01The short version
Once a year, in April
From your statements, the day money moves — or QuickBooks, read-only. No bookkeeper.
A bill you can’t check
Personal and business together — sole props to S corps with K-1s. Every line traced.
A return you never read
Where next month is heading, how long the cash lasts — in sentences, not spreadsheets.
02How it works
A few questions. Nothing sensitive yet.
Statements, or QuickBooks read-only. We keep the books.
Personal and business, every figure traced.
Every return, before it’s filed.
Prepared ready to file, through approved software.
03The weekly read
A short, plain-English note — in sentences, not spreadsheets. Like this:
From your statements — or QuickBooks Online, official, read-only.
Cash runway
0 months
At today’s pace. We’d flag it long before it matters.
Of every dollar, you kept
0¢
Up from 31¢ last quarter. The new retainer did it.
Dining
0×
Three times last year — worth a look?
04Show your work · no black boxes
FORM 1040 — EXTRACTprepared for A. Proprietor (sample)
Every figure traces to a document, a statement line, or the math between them.
05The beta
Open beta. Everything below, included — the bill is zero.
What we ask: run a real company on it and tell us where it falls short.
06The people · a licensed CPA on every return
Certified Public Accountant · Licensed in Pennsylvania
Reviews every return before filing, line by line. The name on the desk is the name on your return.
Previously Deloitte · Grant Thornton · KPMG
No phone trees, no chat widgets — a real message desk, answered by a person, never a machine alone.
A few minutes to start. Here’s how it goes:
just looking? see a sample dashboard first
Free while in beta · A licensed CPA behind every return · Every number sourced
Your documents live in a private, encrypted account. Identifiers are locked in a vault the moment they arrive — and a person, never a machine alone, stands behind your return.