Our Services

Your Trusted Partner in Financial Clarity & Growth

At The Ledger, Advisors & CPAs, we provide expert support for your everyday financial needs—plus the strategic insight to help you plan for what’s next. From daily operations to long-term vision, we’re with you every step of the way.

Personal Tax Preparation

Navigating tax season doesn’t have to be stressful. Our team ensures your individual tax return is accurate, optimized, and filed on time. We identify all eligible deductions and credits to help you maximize your refund or minimize your tax liability.

What We Offer:

  • Federal and state tax return preparation
  • Year-round tax support and planning
  • IRS e-filing for faster processing. 

Business Tax Preparation

We specialize in preparing accurate, compliant tax returns for businesses of all sizes and structures. Let us help you reduce your tax burden and stay focused on growing your business.

What We Offer:

  • Tax filing for LLCs, S-Corps, C-Corps, and partnerships
  • Strategic tax planning and consulting
  • Industry-specific deductions and compliance support

Tax Resolution Services

If you’re facing tax problems, we provide expert representation to help you resolve issues efficiently and effectively. Don’t face the IRS alone—let us advocate for you.

We Help With:

  • Back taxes and unfiled returns
  • IRS audits and notices
  • Installment Agreements and Offers in Compromise

Bookkeeping Services

Accurate financial records are key to running a successful business. Our bookkeeping services ensure your books are clean, current, and compliant, giving you the clarity to make informed decisions.

What We Offer:

  • Monthly, quarterly, or annual bookkeeping
  • Reconciliation of accounts
  • Financial reports and analysis

Entity Formation

Starting a new business? We make the setup process easy by helping you choose the right structure and handling all the paperwork.

Services Include:

  • LLC, Corporation, or Partnership formation
  • EIN registration
  • Operating agreements and state filings

Payroll Services

Paying your team shouldn’t be a hassle. We streamline your payroll process so your employees get paid accurately and on time—every time.

What We Offer:

  • Payroll processing and tax filing
  • Direct deposit and pay stub generation
  • Employee and contractor payments

Who We Serve Best

Dentists & Private Practice Doctors

Focus on patient care—we’ll keep your practice financially healthy.

Entrepreneurs & Startups

From formation to funding, we help you launch with confidence.

Service-Based Businesses

Let us handle the back office while you deliver your services.

Real Estate Investors

We know the tax strategies that keep your investments profitable and compliant.

Reach out today and take the first step toward financial clarity and confidence.