Import your bank data. AI categorizes every transaction. Get the Schedule E numbers TurboTax asks for — or a clean package for your accountant. Up to 3 properties. $49. Done.
30-day money-back guarantee. No subscription required.
You ran Airbnb all year. Now you have 800+ bank transactions and no idea which are rental vs personal.
They charge $400/hr to sort through your mess. That's $2,000 in prep work you're paying for.
Rental income line 3. Cleaning line 7. Insurance line 9. The totals are in your bank account somewhere.
Without proper categorization, most STR operators overpay by $2,000–$8,000 a year.
Connect your bank via Finicity or upload CSVs. Pull a full year of transactions in one shot.
Perch sorts every transaction into IRS tax categories. Rental income, cleaning, utilities, insurance, repairs. Personal transactions filtered out automatically.
Quick scan of what the AI categorized. Most users approve 90%+ with no changes.
Schedule E numbers line by line for TurboTax. Or download a CPA package. Or push directly to your accountant.
Both paths included. $49.
Every line populated from your actual data. Per property if you have multiple.
23 STR-specific categories mapped to IRS lines. Not generic buckets — actual tax categories.
See net income for each rental. Know exactly which properties made money and which didn't.
Deductions you'd miss, STR exception eligibility, personal use day issues — all flagged automatically.
Formatted PDF + data export your accountant can actually use. No more shoeboxes.
Finicity connects to 2,500+ banks. Or upload CSV from Chase, BofA, Wells Fargo, and more.
$142,300 in rental income across 3 properties. $67,400 in deductible expenses. $4,200 in deductions that would have been missed without proper categorization. Your Schedule E is ready.
Already a Perch subscriber? Full Year Tax Prep is included in your plan.
30-day money-back guarantee
Yes. That is exactly who Full Year Tax Prep is for. Connect your bank or upload CSVs and Perch imports and categorizes a full year of transactions automatically. No prior setup required.
Full Year Tax Prep covers up to 3 properties and 2 bank accounts — perfect for most solo STR operators. Need more? A Perch subscription starts at $29/mo and includes unlimited tax prep with higher property limits.
Finicity connects to 2,500+ financial institutions including Chase, Bank of America, Wells Fargo, and most regional banks and credit unions. You can also upload CSV files from any bank.
Yes. Perch gives you line-by-line Schedule E values — the exact numbers TurboTax asks for when you enter rental income and expenses. No guessing, no math.
Yes. Download a CPA-formatted PDF package with per-property P&L, Schedule E prep, and transaction detail. Or push your data directly to your accountant via our Tallyfor integration.
A Perch subscription provides year-round monitoring, proactive tax alerts, and ongoing financial management. Full Year Tax Prep is a one-time catch-up for a single tax year — import, categorize, export, done. If you want ongoing coverage, we'll credit your $49 toward your first month.
Yes. And we'll credit your $49 toward your first month. Many Full Year Tax Prep users upgrade so they never have to scramble at tax time again.
30-day money-back guarantee, no questions asked. If Perch doesn't save you time and money on your tax prep, we'll refund your purchase.
One price. One tax year. The Schedule E numbers you actually need.
Get Tax-Ready for $49