CFO Tax Ledger

For the 2026 tax year

Hand your CPA a finished year, not a shoebox.

CFO Tax Ledger is a year-round tax log for self-employed people who use a CPA or a free filer. Mileage, Schedule C income and expenses, capital gains and rentals live in one private app on your phone. At year end, export one tidy packet.

  • App StoreComing soon
  • Google PlayComing soon

Free to log, forever. Pro is $19.99 a year.

Why CFO Tax Ledger

Built by a CFO for the year-round record-keeping that makes tax time short.

  • $19.99/yr

    The cheapest paid option

    Paid mileage apps run about $60 to $70 a year for mileage alone. Pro covers everything below for $19.99.

  • C + D + E

    Mileage and three schedules, one app

    The only app we found that bundles a mileage log with Schedule C, Schedule D capital gains and Schedule E rentals.

  • 0 servers

    Private by design

    No bank connection, no account, no background tracking. Your records stay on your device unless you choose to share a file.

Everything your return needs, logged as it happens

CFO Tax Ledger is a tax planning and records tool. Its planning figures are not your actual tax, and actual results are not provided. It does not prepare or file returns and is not tax advice.

  • Mileage log

    Type miles, enter odometer readings, or tap start and stop for an opt-in GPS stamp. Location is used only while the app is open; no background tracking. Multiple vehicles and saved places. Import from MileIQ, Everlance and Stride.

  • Schedule C ledger

    Income and expenses mapped to Schedule C lines. Receipt photos, bank and card CSV import with auto-categorize, recurring entries, 1099 payer tracking, and meals at 50%.

  • Schedule D capital gains

    Lots grouped by Form 8949 box, short and long term totals, wash-sale detection, and broker CSV import.

  • Schedule E rentals

    Rents and expenses per property, mapped to Schedule E lines, with a depreciation helper.

  • Tax planning and quarterlies

    Planning figures for federal tax, including self-employment tax, and quarterly 1040-ES set-aside amounts with safe harbor. Plus a home office planner. For planning only, not your actual tax.

  • CPA packet

    One year-end packet as a PDF plus CSV files your CPA or free filer can work from. A year-end checklist and reminders keep you on track.

  • Locked and backed up

    Face ID or fingerprint app lock. A backup file you can save wherever you like and restore on a new phone.

  • Phone, tablet, foldable

    Works on iPhone and iPad, Android phones and tablets, and foldables. The layout adapts when you unfold.

  • Year-round, not April-only

    Log a trip or a receipt in seconds when it happens, so the year adds itself up.

Simple pricing

Everything you log is free forever, so your records are never held hostage. Pro adds the time savers for tax time.

Free

$0 forever

  • Mileage log for one vehicle
  • Schedule C, D and E logging
  • Tax planning and quarterly set-asides
  • Home office calculator, reminders, year-end checklist
  • Backup and restore, Face ID lock

Pro

$19.99 per tax year

  • CPA packet export (PDF + CSV)
  • Receipt photos
  • Bank / card CSV import with auto-categorize
  • Broker CSV import
  • Import from MileIQ, Everlance and Stride
  • More than one vehicle

One payment = one tax year. Pick the tax year at purchase; each yearly renewal unlocks the next tax year (it opens early while auto-renew is on). Each tax year is supported through December 31 of the following year, then archived for viewing and export. Pro is an auto-renewing yearly subscription billed through the App Store or Google Play. It renews unless canceled at least 24 hours before the end of the current period. Manage or cancel in your store account settings. See the Terms of Use.

How it compares

Most apps do one piece. CFO Tax Ledger covers mileage and three schedules for less than any paid mileage app.

Swipe the table sideways to see every column.

CFO Tax Ledger compared with MileIQ, Everlance, Hurdlr and Keeper
App Price per year Mileage Schedule C Schedule D Schedule E Bank link
CFO Tax Ledger $19.99 Yes (typed or GPS stamp) Yes Yes Yes Never (CSV import)
MileIQ about $60 (higher on renewal) Yes (automatic) No No No No
Everlance Premium about $70 (Plus tier costs more) Yes (automatic) Limited No No On Plus tier
Hurdlr Premium / Pro about $100 / $200 Yes (automatic) Yes No No Yes
Keeper about $240 ($20/mo) or $199 to $399 No Yes Limited Limited Yes

Approximate annual list prices as of October 2026, from public sources; prices change, so verify on each vendor's site. "Limited" means the feature exists but with notable gaps. Product names are trademarks of their owners; no affiliation or endorsement is implied.

Some of these apps do things CFO Tax Ledger does not, such as automatic trip detection or filing a return. CFO Tax Ledger is built for people who file with a CPA or a free filer.

Your tax records stay yours

We run no servers for your data. There is nothing for us to sell, lose or leak.

  • No account to create
  • No bank or card connection
  • No background location tracking
  • No ads, analytics or crash-reporting tools
  • Receipt photos stored on your device
  • Files leave only when you share or back them up

Purchases are handled by Apple or Google, with RevenueCat confirming them. Read the privacy policy.

Questions

Does it file my taxes?

No. CFO Tax Ledger is an organizer. It keeps your records and produces a packet (PDF + CSV) for your CPA or for entering into a free filer such as FreeTaxUSA or Cash App Taxes.

Is this tax advice?

No. Planning figures and form-line groupings are general information for planning only. They are not your actual tax, and the app does not provide actual results. Your actual tax is determined only when your return is prepared.

Do I have to connect my bank?

Never. You can type entries or import a CSV file you download from your bank, card or broker. Nothing logs in to your accounts.

Does it track my location all the time?

No. Location is used only when you tap start or stop on a trip, and only while the app is in use. The miles are calculated on your phone and never sent anywhere. You can also type miles or use odometer readings and never grant location access.

What happens if I lose my phone?

Because your records live on your device, make a backup file from time to time and keep it somewhere safe (for example iCloud Drive or Google Drive). You can restore it on a new phone. See Support.

What do I get for free?

All logging is free forever: mileage for one vehicle, Schedule C, D and E entries, tax planning, quarterlies, reminders, the checklist and backups. Pro ($19.99/yr) adds the CPA packet export, receipt photos, the CSV importers and more than one vehicle.

CFO Tax Ledger is not a tax preparer, does not file returns, and does not provide tax, legal or accounting advice.