OUR SERVICES
Reduce Taxes. Improve Profit. Build a Stronger Business.
At The Ledger , we go beyond basic accounting. We help business owners reduce taxes, stay compliant, and make smarter financial decisions—so you can grow with confidence.
Individual Tax Planning & Preparation
We make individual taxes simple, accurate, and optimized. From filing to year-round planning, we help you minimize liability and stay ahead—without the stress.
What We Offer:
✅ Federal & state tax return preparation
✅ Year-round tax planning & support
✅ Deduction and credit optimization
Business Tax Strategy & Compliance
We go beyond tax filing. We help business owners reduce taxes, stay compliant, and build strategies that support long-term growth.
What We Offer:
✅ Tax filing for LLCs, S-Corps, and partnerships
✅ Strategic tax planning & consulting
✅ Compliance and deduction optimization
IRS & Tax Problem Resolution
Facing IRS issues can be overwhelming—but you don’t have to handle it alone. We represent you and work to resolve issues quickly while protecting your financial position.
We Help With:
✅ Back taxes and unfiled returns
✅ IRS audits and notices
✅ Payment plans & Offer in Compromise
Bookkeeping & Financial Reporting
Accurate financials give you clarity and control. We keep your books clean, current, and compliant so you can make confident business decisions.
What We Offer:
✅ Monthly, quarterly, or annual bookkeeping
✅ Account reconciliation
✅ Financial reports and insights
Business Formation & Tax Setup
Starting your business the right way can save you thousands in taxes. We help you choose the best structure and set everything up properly from day one.
Services Include:
- LLC, Corporation, or Partnership formation
- EIN registration
- Operating agreements and state filings
Fractional CFO & Growth Advisory
Get high-level financial guidance without the cost of a full-time CFO. We help you improve cash flow, increase profitability, and plan for growth.
Services Include:
✅ LLC, S-Corp, and entity selection
✅ EIN registration
✅ Compliance setup and filings
✅ Tax election guidance (avoid overpaying on Schedule C)