OUR SERVICES
At Ledger.tax, we offer a wide range of services to support individuals and small businesses with their tax preparation, advisory, coaching, bookkeeping, and tax resolution needs. Our comprehensive offerings are designed to assist you in starting, running, and growing your operations. Click here to explore our services in detail.
SCHEDULE TODAY
You are always welcome to call the office to schedule an appointment or click the link below to schedule via Calendly, please note we can be difficult to reach by phone during the busy tax season so please leave a message and we will call you back. We offer in-office, Zoom, and phone calls - we understand our clients are busy people and we aim to be as flexible and accommodating as possible. As a reminder we are by appointment only, no pop-by appointments will be accepted.
ABOUT LEDGER TAX & ADVISORY
Ledger Inc Tax & Advisory is dedicated to simplifying the tax preparation process for individuals and businesses. Our team comprises experts who are committed to providing top-notch services and valuable support to help you achieve your financial goals. Learn more about our journey and what sets us apart from others in the industry.
Who we serve best:
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Construction, Landscaping, Craftsmen
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Trades- HVAC, Roofers, Plumbers, Electricians
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Mechanical & Equipment Repair
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Medical, Dental, & Counseling Related Practices
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Sales & Consulting - Government Contractors, Sales Reps, Consultants
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Real Estate - Investors, Lenders, Management, & Agents
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Professional Services - Beauty Professionals, Instructors, Designers, Photographers, Law firms, IT, Architects, Engineers
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Financial Advisors & Insurance Brokers/Agents
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Farmers - Crop, Livestock, Sold & Related Services
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Small & Growing Business Owners
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High-income-earning individuals with complexity
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Trusts, Estates, Non-Profits
Who we do not pair well with, and would likely suggest to a larger firm:
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Retails Stores
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Restaurants
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Gas Stations & Convenience Stores
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Real Estate Brokerages
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Anyone looking for questionable, quick, cheap, tax mill-type tax returns - we only work with IRS-compliant individuals and businesses.
Our Mission
At Ledger Inc Tax & Business Advisory, our mission is to empower individuals and businesses with clarity, confidence, and strategic guidance in every financial decision. We are committed to providing accurate tax preparation, proactive planning, and comprehensive advisory services that support long-term growth and compliance. With integrity at the core of everything we do, we strive to deliver exceptional client care, innovative solutions, and education that helps our clients thrive in an ever-changing financial landscape. Our purpose is simple: to be a trusted partner dedicated to your success, stability, and financial well-being.