Turn old bank statements into filing-ready years.
YearClear organizes historical statements, reconciles every period, flags what needs your judgment, and creates a year-by-year package your tax preparer can use.
Harbor & Pine Studio LLC
You shouldn’t have to wait months for someone to rebuild years of books by hand.
If your bank statements already exist, your catch-up has a foundation. YearClear turns that raw history into a structured process—without hiding missing information or forcing an incomplete year closed.
From statement folders to a year your preparer can use.
Upload statements by year
Bring the PDFs you already have. We organize every statement into the right company and tax year.
Find gaps and reconcile
See missing months immediately and reconcile each period to its statement ending balance.
Resolve open questions
Review owner transfers, contractor payments, and unclear transactions with the context in front of you.
Hand off a clean package
Download organized financial reports and tax details your preparer can work from.
Give your tax preparer the full picture.
Each completed year becomes a single, structured package—financial statements, tax details, contractor documentation, and the appropriate entity report in one place.
- Built from reconciled statement periods
- Clearly labels unresolved questions
- Keeps owner transfers separate from revenue
Bank activity raises the question.
You confirm the answer.
Zelle payments, wires, and business transfers are surfaced for review while the context is fresh. YearClear never silently turns a guess into a tax decision.
Contractor or transfer?
Classify the payment with a clear audit trail.
W-9 outstanding?
Keep the contractor action visible until it is resolved.
Related party?
Prevent owner money from being counted as revenue.
Your missing years already have a starting point.
Bring the statements. YearClear will help organize the rest.
Start with one tax year