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 3 properties through one checking account all year. Now you need to figure out which transactions are rental, which are personal, and which property each one belongs to.
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 and Perch pulls up to 14 months of transactions automatically. Then our AI does the hard part — separating rental from personal, splitting expenses across properties, and mapping everything to the right tax line.
Connect via Finicity (2,500+ banks) or upload a CSV. One connection, one year of data, every transaction in seconds.
Groceries, Netflix, gas stations — Perch's AI identifies personal expenses and filters them out automatically. Only rental transactions hit your Schedule E.
Most hosts run 2–3 properties through one checking account. Perch splits transactions by property — mortgage to the right house, cleaning to the right listing.
Link your bank via Finicity or upload a CSV. Perch pulls every transaction from the past year — rental and personal mixed together is fine.
AI separates personal from rental, assigns each expense to the right property and IRS category. Quick scan to confirm — most users approve 90%+ with no changes.
Per-property P&L, trial balance, and Schedule E numbers — ready for TurboTax or 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.
Multiple rentals on one bank account? Perch assigns each expense to the right property automatically.
$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