Your tax strategy shouldn't start at year end

With our monthly bookkeeping and reporting, you'll be able to make the right decisions to lower your tax bill early. 


LedgerFi makes tax season easy

  • Tax Time Financials

  • Entity Analysis

  • Quarterly Estimated Tax

  • Tax Monitoring

Always be ready for tax season

Taxes don't have to be stressful. We keep your books up to date monthly, so when tax season hits, we’ve got you covered. You'll have financial statements that you can take confidence in, to hand to your tax professional way before the deadline.  Or, if you prefer, we can file your taxes for you too.

Expert tax advice to ensure you aren't paying more than you have to

Business entities are important for protecting your personal assets from the liabilities of your business operations. But are you paying too much in taxes? That's what we're here to find out. We'll provide an annual review based on profits and other metrics to ensure your entity structure is the best one for your operations. If it's not, we'll help you change it.

Estimated taxes calculated quarterly

You're self-employed, which means quarterly estimated tax payments are on you. But with LedgerFi, we'll run the numbers for you so you don't have to worry. And since we do your books monthly, your numbers will always be accurate. You can even set them to pay automatically.

We keep an eye on the IRS for you

Tax time is stressful enough without the worry of dealing with a potential IRS audit. Let us do the work for you. With IRS transcript monitoring, we'll file a power of attorney for your IRS tax file and monitor it regularly. We'll find potential tax issues early so we can take corrective action before they become a problem.

Tax Experts

We're not just bookkeepers we're tax professionals

With seasoned tax professionals on your side, you're in good hands. The experts at LedgerFi will make sure you're on top of your taxes and know what to do when things get complicated. You don't have to worry about a thing, because we've got it covered.


5 High Value Tax Strategies for your Small Business


How to be IRS Audit Ready as a Small Business


Have Questions?

What makes Ledger different?

We're all tax experts. That means you'll have real people preparing your books and reporting every month. We also have the expertise to help you plan.

What is KPI tracking?

KPIs or Key Performance Indicators are metrics that we set for your business to track it's performance. They can help you keep track of your goals and how close you are to acheiving them. 

What KPIs can you track?

It all depends on the needs of your business. During our onboarding process, we'll work with you to understand what metrics are important to you and get you set up to track them. 

What if I don't need one of the features?

All of our services besides basic bookkeeping is a la carte. You can schedule a meeting with one of our small business experts to put together a plan that meets your needs. 

Talk to a LedgerFi Tax Expert