Individual & small-business tax preparation — serving clients nationwide, 100% remote
Every deduction,
accounted for.
Ledgerline pairs licensed preparers with a client portal built for tax season — upload documents, message your preparer, and track your return from anywhere in the country. Don't wait for next April to catch you off guard.
Ready to file
Have questions
1,240+
returns filed last season
14 yrs
average preparer experience
< 2 hrs
typical inquiry response
Quick refund estimate
Rough estimate for illustration only — your preparer will confirm exact figures using your documents.
Our commitment
Real guarantees, plainly stated
No fine print, no hidden conditions — here's exactly what we stand behind.
Accuracy Guarantee
If a calculation error on our part leads to IRS penalties or interest, we'll cover that cost. Math mistakes are on us, not you.
Maximum Refund Guarantee
If a preparer error results in a smaller refund or a higher tax bill than you should have owed, we'll refund your preparation fee and file a corrected return at no additional charge.
Sleep at Night Plan
Add this optional plan and we'll represent you directly if you're audited for the tax year we prepared — so an audit notice doesn't mean facing the IRS alone.
What we handle
Services
Fixed, transparent pricing. No surprise fees at filing time.
01
Individual returns
W-2, 1099, itemized or standard deduction, state and federal filing.
From $75
02
Self-employed & freelance
Schedule C, quarterly estimates, home office and mileage deductions.
From $150
03
Small business
S-corp, partnership, and LLC returns.
From $500
04
Prior-year & amended
Catch up on unfiled years or correct a previously filed return.
From $150 / year
05
IRS notice response
Review and respond to CP2000s, audits, and other IRS correspondence.
From $250
06
Year-round planning
Quarterly check-ins to reduce next year's bill before it's due.
From $95 / quarter
How it works
From upload to filed
Most individual returns move through in under a week once documents are in.
Create your portal account
Set up secure access in under two minutes — no paperwork to mail.
Upload your documents
W-2s, 1099s, receipts — upload directly, checked off a live checklist.
Preparer review
Your preparer reviews everything and messages you with any questions.
Sign & file
Review your draft return in the portal, e-sign, and we file electronically.
Guy CongerFounder & RTRP
Who you're working with
Guy Conger, RTRP
35 years in financial services — from accounting to zero-coupon bonds. Guy has spent his career translating complex tax rules into straightforward answers, so clients never feel lost in the fine print.
Reputation
What clients say
"I uploaded everything from my phone between meetings. Done before I'd have finished the paper forms."
— M. Alvarez, freelance designer
"Our S-corp return used to take weeks of back and forth. This year it took four days."
— D. Whitfield, small business owner
"They caught a deduction two previous preparers missed. Paid for itself twice over."
— R. Okafor, individual filer
Common questions
Before you reach out
Quick answers — if yours isn't here, just ask below.
Individual returns start at $75; pricing depends on complexity (self-employment, rental income, multiple states, etc.). You'll get a firm quote before any work begins — no surprise fees at filing time.
Typically your W-2s and/or 1099s, a government-issued ID, last year's return if you have it, and receipts for anything you plan to deduct. The client portal shows a live checklist once you sign up, so you always know what's still needed.
Most individual returns move from document upload to filed within a week, once everything's in. More complex business returns can take longer — your preparer will give you a specific timeline.
Yes — prior-year and amended returns are one of our core services. We can help you catch up on unfiled years or correct a return that's already been filed.
In most cases, yes — state filing can be handled alongside your federal return. A small number of states have their own registration requirements for paid preparers, so your preparer will confirm coverage for your specific state before any work begins.
Yes — the entire process, from document upload to e-signature, is built to work remotely for clients anywhere in the country. The San Antonio office is available for local clients who prefer to meet in person, but it's never required.
Documents you upload go into encrypted storage that only you and your preparer can access — never shared, never public. You can read more about our approach any time by asking your preparer directly.
Get in touch
Talk to a preparer
Send a note below and a preparer replies within two business hours during tax season. For enrolled clients, message your preparer directly from the client portal. Everything can be handled remotely, wherever you're located — in-person visits are available by appointment for local clients.