Tax Preparation and Bookkeeping

ABOUT US

The Ledger Bureau is a virtual tax and bookkeeping firm built for clients who aren’t tied to one place—or one schedule.

We support individuals and businesses managing dynamic work, multiple income streams, or operations that extend beyond a traditional office. Our services are designed to move with you, wherever business takes you.

No office visits. No unnecessary steps.
Just reliable financial support, done right.

SERVICES

Tax Preparation & Filing

Accurate, compliant tax preparation for individuals and business owners. We handle federal and state filings with precision, so your return is filed correctly, on time, and with intention.

Tax Preparation

Tax consultants assist individuals and businesses in preparing accurate tax returns. They gather financial information, apply relevant tax codes, and complete the necessary forms to ensure compliance with tax regulations.

Business Formation & Consulting

Starting or restructuring a business? We help you choose the right entity, get properly set up, and understand the tax implications from day one, so you don’t pay for mistakes later.

Estate and Gift Tax Planning

Tax consultants guide minimizing estate and gift taxes by creating strategies that transfer wealth to beneficiaries while minimizing tax liabilities. This involves considerations of exemptions, deductions, and gifting strategies.

Bookkeeping & Financial Organization

Clean books create clarity. We provide ongoing or catch-up bookkeeping to keep your finances organized, accurate, and tax-ready year-round.

Tax Strategy & Advisory

We go beyond filing. Through proactive planning and advisory support, we help you reduce tax exposure, stay compliant, and make smarter financial decisions as you grow.

TESTIMONIALS

What Others Are Saying

"So professional"

"Professional, responsive, and very thorough. I appreciated how detailed they were and how they took the time to answer my questions without rushing me. This felt like working with a real firm, not a pop up tax service." - Caleb W.

"Very transparent"

"This was the most seamless tax experience I’ve had. Communication was clear, the portal was easy to use, and I felt supported from start to finish. I’ll definitely be returning next year". - Stephanie L.

"I HIGHLY recommend them"

"I was nervous about filing virtually, but The Ledger Bureau made the entire process smooth and stress free. Everything was organized, secure, and clearly explained. I finally felt confident about my return." - Melissa

"I can breathe now"

"As a small business owner, I needed someone who actually understood my income and expenses. The Ledger Bureau caught things I would have missed and helped me feel more prepared financially moving forward." - Tobias H.

Frequently Asked Questions

How much does tax preparation cost?

Pricing is based on the complexity of your return, not a one-size-fits-all number.
Our base individual tax preparation starts at $300, with transparent pricing discussed before any work begins. No surprise fees. No guesswork. No funny business.

Do you accept walk-ins?

No. All services are virtual only to ensure accuracy, privacy, and dedicated time for each client.

How do I know my information is secure?

We use encrypted portals and secure systems to protect your personal and financial data. Your privacy is non-negotiable.

Can you amend a prior-year return?

Yes. If a previous return was filed incorrectly, we can review it and determine whether an amended return is necessary.

Can you help if I’m self-employed or own a business?

Absolutely. We prepare returns for self-employed individuals, freelancers, and small business owners, including Schedule C and basic business filings.

What happens after I book my appointment?

You’ll receive a secure intake form, document checklist, and portal access so we can get started smoothly and efficiently.

Do you handle IRS notices or letters?

We can review IRS correspondence and advise on next steps, depending on the situation.

Will you maximize my refund?

We focus on accuracy and compliance first. If you qualify for credits or deductions, we’ll apply them properly—no risky shortcuts.

Get In Touch