Your taxes, sorted.
Stay focused on growth.

For self-employed professionals, small teams, and scaling companies — we prepare your filings, plan the year ahead, and handle every letter from the tax office.

Two Ledgerline advisors reviewing client accounts together on office screens

Trusted by owners across industries

AMPER STRATUM STRATA PRAXIS VECTOR KERN

Does this sound familiar?

Most business owners lose evenings and income to tax work nobody ever explained.

Paperwork everywhere

Bills in drawers, invoices spread across inboxes.

Where paperwork piles up

typical client

Inbox38%
Shoebox26%
Chat19%
Car11%
Lost6%

Deadlines creep up

Each quarter closes with the same last-minute rush.

Late evenings by week

previous quarter

Calm Scramble

Missed savings

Reliefs you never heard of stay unclaimed.

Reliefs claimed

self-filers

39% left unclaimed
  • Claimed alone — 61%
  • Overlooked — what we find

Three steps, then
stop worrying about it.

Start with a short call

Twenty minutes, no charge. We review where you stand and give a straight answer on what help is worth it.

Hand over the paperwork

A single secure upload, then our checklist takes over from your folders. If something is missing, we follow it up.

Get on with your work

Filings, reminders, and next-quarter planning are covered. You receive a short summary in everyday words.

One adviser,
all year round.

You keep the same contact through every season — a person who learns your trade, speaks plainly, and responds before small issues grow.

More about the firm

Maren Ledger, CPA

Managing Partner

  • 15 years serving owner-led firms
  • Large-firm background, boutique care
  • Set fees — no ticking clock
  • Two pairs of eyes on each filing

Honest pricing, fixed
in advance.

A precise quote follows your first call — and it holds for the full year.

Essentials

Yearly filings and returns for independents and sole traders.

from $140/mo

Growth

Filings plus monthly records, payroll, and seasonal reviews.

from $390/mo

Partner

A complete back-office setup with planning across the year.

Custom

A decade of tax stress weighed on every decision. After a single quarter together, that weight lifted — my figures finally make sense.”
Jonas Weber Founder, Cartwheel Co.

Results to date

’09–’26

$2.4M

Client savings uncovered last year

0

Deadlines missed in a decade

96%

Clients returning each year

What owners often ask
us first.

Essentials begins at $140 monthly, Growth at $390, and Partner is scoped individually. Following a free first call you receive one set quote — locked for the year, with no hourly billing.

Absolutely — many clients arrive mid-year. We gather your earlier returns and ledgers, manage the handover notes, and take on each open cut-off so nothing slips.

Begin with one protected upload: last year’s filing, this year’s income details, plus bank statements or access. Our checklist flags any gaps, and we do the chasing.

Yes. First calls, seasonal reviews, and signatures all run over video and secure e-sign. Local clients may visit us at 21 Harbor Row — though no trip is ever required.

No judgement here. Late filings are everyday work for us: we list what is outstanding, submit oldest first, and often bring penalties down. The first call is candid and relaxed.

Talk
whenever ready.

Get in touch

Describe your trickiest tax headache. Expect a reply within one business day — a genuine answer, not a pitch.

Ledgerline advisors focused on client work at their desks

Contact