What We Offer:
Personal & Business Tax Preparation
We simplify your tax season — no matter your filing status or income streams.
Includes:
Federal & State tax filing1099, W-2, and Schedule C filingsAudit protection optionsItemized deductions & credits review
Bookkeeping + Monthly Tax Prep
Get your books in order year-round so tax time becomes stress-free. Includes:
QuickBooks or Wave setup Monthly transaction reconciliation Estimated quarterly tax calculations Tax filing-ready reports
Self-Employed Tax Support
Gig workers, influencers, freelancers — we’ve got you. Includes:
Income tracking for multiple platforms Business expense coaching Schedule C optimization Quarterly tax reminders
Business Entity Setup & Tax Strategy
The right structure can save you thousands. We’ll help you choose wisely. Includes:
LLC, S-Corp, or EIN setup IRS & state registrationCustom tax planning sessionAnnual compliance reminders
Back Tax Filing & IRS Help
Behind on taxes? Let us help you get caught up and back in good standing. Includes:
Prior year returns IRS payment plans Penalty reduction strategies Professional IRS correspondence
Tax Planning for Founders & Creators
Take control of your finances before the IRS does. Includes:
Tax-saving strategy sessions Personalized write-off playbook End-of-year planning & projection Integration with your Ledger360 dashboard (launching soon)
Why The Healthy Ledger?
-Holistic Financial Wellness Approach
-Year-Round Support — Not Just Tax Season
-IRS-Authorized Tax Pros & Fintech Integration -Built for Underserved Entrepreneurs
Maximize Your Refund. Minimize the Stress.
We help you uncover every deduction and credit you’re entitled to — so you keep more of your money and avoid IRS headaches.
Tax Support Built for Entrepreneurs.
From LLCs to side hustles, we specialize in tax solutions for founders, freelancers, and small business owners who need more than cookie-cutter filing.
Stay Ready Year-Round.
With integrated bookkeeping and quarterly planning, we keep your taxes organized ahead of time — not just in April.
Trusted Results That Speak for Themselves
$2.5M+
in Deductions ClaimedHelping founders and freelancers keep more of what they earn — every season
1,200+
Returns Filed On-TimeFrom W-2s to complex business filings, we deliver accuracy with zero stress.
92%
of Clients Save on Taxes After Year 1Smart strategy and better bookkeeping means more money in your pocket.
72HR
Average Turnaround TimeFast, reliable filing without the overwhelm — because your time is money.
Ready to File Smarter — Not Harder?
Let The Healthy Ledger handle your taxes so you can focus on growing your business.