Individual & small-business tax preparation
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 one place.
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.
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 $180
02
Self-employed & freelance
Schedule C, quarterly estimates, home office and mileage deductions.
From $320
03
Small business
S-corp, partnership, and LLC returns, plus payroll tax coordination.
From $650
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
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.