Accounting, Tax, and CFO Advisory Services

Tax experts and accountants in your corner empowering you and your business.

SERVICES

Expert Financial Services, Tailored for Every Stage

Launching a new venture or managing wealth? Our services meet you where you are, combining trusted expertise with modern efficiency for personalized solutions that foster confidence and growth.

Accounting & Assurance Services

Accounting is the language of your business. Accurate financials not only keep you compliant — they open doors to capital, growth, and confident decision-making.

Tax Planning & Preparation Services

Effective tax planning goes beyond compliance — it's a strategic tool for preserving wealth and maximizing opportunity. Our tailored approach ensures you're not just prepared at tax time, but positioned for long-term financial efficiency.

IRS & Audit Representation Services

IRS audits and notices can be complex, but with the right guidance, they don’t have to be stressful. With deep experience in audit representation and tax resolution, we advocate on your behalf, ensuring your rights are protected and your case is handled with care and precision.

Advisory Services

Sound advice is the foundation of smart business decisions. Our advisory services provide strategic insight and financial clarity to help you navigate growth, manage risk, and achieve your long-term goals.

51
+

Years in Business

$
2
B
+

Client Net Worth

$
1
B
+

Annual Revenue

4,300
+

Active Clients

100
k
+

Served Clients

ABOUT US

Why LedgerWay?

Welcome to LedgerWay, your one destination for accounting, taxes, and advisory services.

We know what it’s like running a business with a hundred things to get done and not enough hours in the day.

We’ve designed a service that brings a dedicated expertise to your team and senior tax consultant on your team.
They take care of the numbers which means you can focus on growing your business.

BENEFITS

Why Clients Trust Us

We’re not just accountants—we’re your partners in success. Our firm combines modern technology with the integrity and personal touch of a traditional CPA. From day one, we focus on timely, accurate, reliable and most importantly responsive services.

01

Dedicated accounting team

Get the support you need, when you need it, from your own team of senior accountants and tax consultants.

02

Flexible partnerships

Pay for the services you need now, and upgrade to access additional services when you need them.

03

Responsive Service

Feel confident about your business and make informed decisions with accurate and up to date finances.

TESTIMONIALS

What Our Clients Say

"As a startup founder, I needed a CPA firm that matched my pace. The Ledger team offered modern tools and quick communication, helping me grow."
Jordan M.
Founder, Tech & Co.
TESTIMONIALS

What Our Clients Say

"As a startup founder, I needed a CPA firm that matched my pace. The Ledger team offered modern tools and quick communication, helping me grow."
Jordan M.
Founder, Tech & Co.
TESTIMONIALS

What Our Clients Say

"As a startup founder, I needed a CPA firm that matched my pace. The Ledger team offered modern tools and quick communication, helping me grow."
Jordan M.
Founder, Tech & Co.
BLOG

Insights That Propel You

Gain expert insights on tax strategy and financial planning to navigate a changing financial landscape.

Virtual CPA

LedgerWay’s Virtual CPA and Fractional Accounting Services for Small Businesses

Local CPA

Your Local CPA and Tax Compliance Experts for 2025

Tax Services

Your Partner for Accounting, Bookkeeping and Tax Services in 2025

Let’s Build Your Financial Future, Together

From innovative accounting solutions to strategic legacy planning, we’re here to support every chapter of your business.

OUR OFFICES

Serving Every State Across the Nation

OUR OFFICES

serving every state across the nation

OUR OFFICES

serving every state across the nation

OUR OFFICES

serving every state across the nation

OUR OFFICES

serving every state across the nation

OUR OFFICES

serving every state across the nation

OUR OFFICES

serving every state across the nation