Services
Tax Preparation
Filed accurately, filed on time, filed without drama
Business and individual returns, multi-state filings and amendments, prepared by CPAs and enrolled agents who have already seen your situation before.
- Review
- Two-person preparer and reviewer
- Filing
- Electronic, federal and state
- Season response
- Two business days at peak
- Coverage
- All fifty states
Preparation is where most firms stop. For us it is the natural end of a year of planning, which is why our returns rarely produce surprises. The positions we take in April are the positions we discussed with you in October.
Your return is prepared by a named professional on your team, reviewed by a second, and filed with documentation organised well enough to stand on its own if anyone ever asks to see it.
What is included
Business returns
S corporations, partnerships, C corporations and single-member entities, with the K-1s your owners need issued on time.
Individual returns
Personal filings for owners and families, including investment income, rental property, equity compensation and pass-through income.
Multi-state filing
Nexus review and state filings for businesses operating, selling or employing across state lines.
Amended returns
Corrections to prior-year filings prepared by someone else, including the missed elections and deductions we find in review.
Extension management
When an extension is the right call, we file it deliberately, estimate the payment properly and hold the date we agree on.
Who this is for
- Owners filing a business and a personal return that have to agree with each other
- Businesses that crossed a state line this year
- Anyone who has spent an April chasing their own preparer
Also worth reading
The rest of the practice
Most clients start with one of these and add the others as the business asks for them.
Accounting & Bookkeeping
Monthly reconciliation, clean reporting and cash flow you can read at a glance, closed on a schedule you can set your calendar by.
Tax Planning
Entity structure, S corporation elections, quarterly estimates and deduction strategy, reviewed throughout the year while the outcome can still be changed.
Advisory
Cash flow forecasting, KPI reporting, financing readiness and growth decisions, from advisors who have already read your numbers before the call starts.
Assurance
Audits, reviews, compilations and agreed-upon procedures delivered through our licensed CPA firm, plus full representation if the IRS comes calling.
Next step
Start with a conversation, not a contract
Thirty minutes to talk about where your business is, what it needs, and whether LedgerWay is the right fit. Every engagement is quoted after that call.