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Spent
$4,280
Budget
$7,400
Left
$3,120
on track ✓
Max: You're 23% over on dining. Want me to flag business meals for your CPA?
Recent Transactions
🛒
HEB Grocery
$47.32
⛽
Shell Station
$62.00
☁️
AWS Services
$124.88
🍽️
Uchi Restaurant
$89.50
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📊 March 2026 Overview
Spent
$4,280
Budget
$7,400
Left
$3,120
on track ✓
Spending by Category
🛒
HEB Grocery
$47.32
☁️
AWS Services
$124.88
🍽️
Uchi Restaurant
$89.50
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Built for real businesses. Not spreadsheets.
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✦
You're up 23% on dining this month. Want me to flag business meals for your CPA?
⚡ 8 Energy
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March 2026
Spent
$4,280
this month
Budget
$7,400
set by you
Left
$3,120
on track ✓
Spending by Category See all
💼
Business
$1,920
🏠
Home
$890
🍽️
Food & Dining
$640
📱
Subscriptions
$320
⚠️
Uncategorized
3 items
Recent Transactions All →
See all transactions →
🏥 Medical Bills
Medical bills explained in plain English
Snap your EOB, hospital bill, or insurance claim — Max explains every charge, flags overcharges, and drafts a dispute letter if you need one.
👨‍💼
Connected to Johnson CPA
Last export Mar 15 · Books are clean
Week Mar 11–17: You spent $960 total. Business expenses were your biggest category. 3 items still need categories before your weekly close.
⚠️ 3 items need your attention
🍕
Olive & June — $34.50
Business meal or personal dining?
🛍️
Amazon — $89.99
Office supply or personal?
🍔
Whataburger — $12.40
Business lunch or personal?
Week Summary — Mar 11–17
💼
Business
$640
🍽️
Dining
$186
🛒
Grocery
$134
Jan
Feb
Mar
📤
Books ready for Johnson CPA
March 2026 · 47 transactions · 3 uncategorized
Last export: March 15, 2026
PDF Summary
CSV Export
QuickBooks
Last export: March 15, 2026 at 2:31 PM
⚠️ 3 uncategorized items
These will export as "Uncategorized." Your CPA will need to reclassify them. Fix all 3 now → ⚡ 6
$4,280
spent in March · 58% of budget used
✓ On Track
↓12%
vs February
12 days
left in month
$3,120
remaining
✦
At your current pace you'll end March $480 under budget. Your most consistent month this year. 🎉
3-Month Comparison
January
$4,880
February
$4,840
March
$4,280
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Your Transactions
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Max: Hey — I'm watching your books. What do you want to know? Ask me anything about your spending, categories, or taxes.
How am I doing this month?
Any deductions I'm missing?
What's my biggest expense?
Am I on track for my budget?
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1,240 Energy available
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CPA Connection
Johnson CPA — Connected
Your CPA can view your categorized transactions and reports. They cannot edit or delete your data.
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Monthly Budget
$7,400 / month
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Notify when over 80% of budget
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📥 Import QB
⚠️ MaxLedgers provides tax information based on public IRS guidelines. This is not tax advice. Consult a CPA for your specific situation.
Schedule C
Tax Guide
Calculator
🚗
70¢ / mile
IRS Standard Mileage Rate · 2026 · Verify at irs.gov
📈 Gross Income
$0
No data imported
📉 Total Deductions
$0
No data imported
📋 Schedule C Preview — Form 1040
Part I — Income
Line 1
Gross receipts or sales (Legal Fees & Retainers)
$0
Line 5
Gross profit (subtract returns)
$0
Part II — Expenses
Line 8
Advertising
$0
Line 9
Car and truck expenses (mileage)
$0
Line 11
Contract labor
$0
Line 13
Depreciation & Section 179
$0
Line 17
Legal & professional fees (incl. attorney referral fees)
$0
Line 18
Office expense
$0
Line 20
Rent or lease
$0
Line 22
Supplies (office supplies)
$0
Line 25
Utilities
$0
Line 27
Other expenses (Bar dues, CLE, malpractice insurance)
$0
Total Expenses (Line 28)
$0
Net Profit / Loss (Line 31)
$0
Est. Self-Employment Tax (~15.3% of 92.35% of net profit)
Schedule 1 / Schedule SE — consult your CPA
$0
📌 Health Insurance Note: Self-employed health insurance premiums are generally deductible on Schedule 1 (not Schedule C). Your CPA will handle this adjustment.
ℹ️ Information Only: The following is based on public IRS guidelines for the tax year. Always verify with a qualified CPA or tax professional for your specific situation.
⚖️ Attorney-Specific Deductions
🏠
Home Office Deduction
Exclusive, regular business use only. Simplified method: $5/sq ft up to 300 sq ft ($1,500 max). Actual method calculates % of home expenses.
⚖️
Bar Association Dues
State bar dues and local bar association fees are deductible as ordinary and necessary business expenses (Schedule C Line 27).
📚
CLE / Continuing Education
Required CLE courses and voluntary legal education to maintain/improve current skills are deductible. Applies to bar-required and voluntary courses.
🛡️
Malpractice Insurance
Professional liability (malpractice) insurance premiums are fully deductible as a business expense on Schedule C.
📖
Legal Research Subscriptions
Westlaw, LexisNexis, Fastcase, Casetext, and similar legal research database subscriptions are deductible business expenses.
💊
Self-Employed Health Insurance
100% of health, dental, and vision premiums deductible on Schedule 1 (not Schedule C). Cannot exceed net profit. Not available if eligible for employer plan.
🚗 Mileage Rates (IRS Official)
📅
2025 Rate: 70¢ per mile
Business driving: 70 cents per mile. Medical/moving: 21 cents. Charitable: 14 cents. Effective Jan 1, 2025.
📅
2024 Rate: 67¢ per mile
Business driving: 67 cents per mile. Medical/moving: 21 cents. Charitable: 14 cents. Effective Jan 1, 2024.
📅 Quarterly Estimated Tax Deadlines
⚠️ 2025 Estimated Tax Deadlines
Q1 2025
Apr 15
Q2 2025
Jun 16
Q3 2025
Sep 15
Q4 2025
Jan 15 '26
Self-employed individuals with expected tax liability ≥ $1,000 must pay quarterly. Penalty applies if underpaid.
Self-Employment Tax Calculator
📊 Based on Your Imported Data
Net Profit (Line 31)
$0
× 92.35% (SE base)
$0
× 15.3% (SE tax rate)
$0
÷ 2 (employer portion deduction)
$0
Estimated SE Tax Owed
$0
Estimated Quarterly Payment
$0
⚠️ Estimate Only: This does not account for income tax, deductions for SE tax paid, health insurance, retirement contributions, or state taxes. Use this as a starting point. Your CPA will calculate the actual amount.
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