Terms of service.

These terms cover work performed by Ledgerline & Co. for its clients. Your signed engagement letter states the exact scope and fee — if anything here conflicts with it, the engagement letter wins.

Fixed fees

Every engagement is quoted as a fixed fee before work begins. The quote does not change mid-year unless the scope itself changes — for example, acquiring another business — in which case we agree the adjustment with you first, in writing.

Your responsibilities

Accurate filings depend on complete records. You agree to provide timely, truthful information and to review each return’s plain-language summary before signing. We file on the basis of what you give us.

Our responsibility

We prepare your work with professional care, have every return reviewed by a second CPA, and stand behind our filings. If we make an error, we fix it at our cost — including responding to any resulting tax-office enquiry.

Ending the engagement

Either side may end the engagement with thirty days’ notice. You receive all records and work completed to date, and fees are prorated to the work done. Handover to your next advisor is included, free.

Last updated January 2026. Questions: hello@ledgerline.co.