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TAX PREP & PLANNINGMONTHLY BOOKKEEPINGSECURE CLIENT PORTAL

Taxes done right. Books always ready.

Tax, bookkeeping and payroll for individuals and small businesses. Book a free 20-minute discovery call and get a fixed-fee quote.

800 Nicollet Mall, Suite 300, Minneapolis, MN · (555) 010-0117

Services

Services & starting fees

Individual tax returnFederal + stateFrom $250
Small business taxLLC, S-corp, partnershipFrom $950
Monthly bookkeepingReconciliations + reportsFrom $300/mo
PayrollUp to 10 employeesFrom $99/mo
Tax planningQuarterly estimates & strategyFrom $500
IRS notice helpReview & responseFrom $200
Our team

Meet the team

M
Megan Holt, CPA

Managing partner

Small business tax and S-corp planning.

R
Raj Iyer, EA

Enrolled agent

Individual returns and IRS notices.

T
Tom Becker

Bookkeeping lead

Monthly close for restaurants and trades.

Free consultation

Book a free discovery call

Please note

Content on this site is general information, not tax or financial advice. Fees are starting points; final fees are confirmed in an engagement letter.

Offers

Tax deadlines (sample)

Quarterly

Estimated taxes

We send reminders before each quarterly due date.

Portal

Secure document upload

Upload documents through our secure client portal (requires integration).

About

Fixed fees, proactive advice

LedgerWise quotes a fixed fee before work begins and checks in each quarter, not just in April.

  • Fixed-fee quotes
  • Year-round support
  • Secure document portal (requires integration)
Reviews

What customers say

Sample reviews Written for this demo; they are not real customer reviews.

★★★★★

“Fixed fee, no surprises, and done early.”

Sample reviewer · Google
★★★★★

“They answered my IRS letter in two days.”

Sample reviewer · Google
★★★★☆

“Busy in April. Book early.”

Sample reviewer · Google
FAQ

Questions, answered

How much does a tax return cost?

Individual returns start at $250 and small business returns at $950. We confirm a fixed fee before starting.

Can I upload documents securely?

Yes, through a secure client portal. Please don't send tax documents through this form.

Do you help with IRS letters?

Yes, IRS notice review and response starts at $200.

Do you work with businesses year-round?

Yes, monthly bookkeeping and quarterly planning.

Visit & contact

Find us

800 Nicollet Mall, Suite 300, Minneapolis, MN 55402
(555) 010-0117

Hours
Mon – Fri8am – 5pm
Jan – AprSat 9am – 1pm
Book a discovery call
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