Simple, Transparent
Personal Tax
Preparation
Individual tax preparation for real estate investors, 1099
earners, and solopreneurs by licensed CPAs and EAs.
Tax Filing Shouldn't Feel Like This
If you've ever walked away from tax season feeling confused, overcharged, or just plain stressed, you're not alone.
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You're not sure if you're overpaying
Most people have no idea if they're leaving money on the table.
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Tax season feels chaotic and stressful
Chasing documents, decoding jargon, and wondering if it’s all correct is exhausting.
You never know what the bill will be
You get hit with an invoice after the work is done, and it's higher than you expected.
Your CPA is impossible to reach
You send emails and wait days. You have questions and get voicemail. You feel like a low priority.
The LedgerWay Difference
Most CPAs and tax software were built to maximize their revenue. We're built around what actually matters to your business growth, clarity, not what's easiest for ours.
You without Ledgerway
Unclear or surprise pricing- Seasonal support only
- One-size-fits-none process
- No clear delivery timelines
You with Ledgerway
Flat-fee pricing- EA + CPA team, available year-round
- Vetted and endorsed by Dave Ramsey
- 30-business-day delivery guarantee for individual returns
Personal Tax Preparation Services
Accurate, year-round tax support for individuals, investors, and
self-employed professionals.
Federal & state returns
Full preparation and filing including all applicable schedules (C, D, E, SE) and every state you owe in.
Rental & real estate schedules
Schedule E prepared accurately with full depreciation tracking, expense deductions, and passive activity analysis.
Self-employment & 1099 income
Schedule C filed with every deduction identified. Self-employment tax calculated and reduced where the tax code allows.
Quarterly estimated payments
We calculate what you owe each quarter so you're not caught short in April and not overpaying throughout the year.
Prior year review & amendments
We review past returns when we onboard new clients and amend them if we find errors or missed deductions worth recovering.
Audit protection coverage
Up to $1,000,000 in IRS representation fees if your return is audited or you receive an IRS notice.
Schedule a Consultation
Answer a few questions about your situation and get a clear, upfront price before you commit to anything.
Upload Your Documents
We give you a secure portal to share your tax documents with your assigned team.
We prepare and review your return
Your CPA prepares the return, flags anything worth a conversation, and walks you through it before we file.
How It Works
We keep it simple, so your tax preparation is clear, predictable, and stress-free.
Choose the Tax Support That Fits Your Situation
Essentials
For Individuals
Ideal for individuals and families with W-2 income, investments, and a home.
Includes:
- Federal Form 1040 preparation
- One resident state tax return
- W-2 income reporting
- Investment and Retirement income (1099-INT/DIV/B/R)
- Mortgage interest, charitable contributions, child & dependent care, education credits (Form 8863)
- One Simple K-1 investment
- Secure portal delivery with e-file instructions
30-business-day guarantee from receiving your files*
Get a Custom QuoteEnhanced
For Real Estate & Self-Employed
Ideal for rental property owners, sole proprietors, and multi-partnership investors.
Includes:
- Everything in Essentials
- Up to 3 rental properties (Schedule E)
- OR One sole proprietorship (Schedule C)
- Self-employment tax calculation
- Passive loss tracking for rentals
- Existing depreciation schedules
- Up to 3 Simple K-1 investments
- Complimentary 15-min review call
30-business-day guarantee from receiving your files*
Get a Custom QuoteAdd Ons
Additional Tax Services
Every situation is a bit different. Only pay for the services you need.
Includes:
- Financial clean up
- Cryptocurrency
- Equity Compensation
- Audit Protection
- Business Tax needs
*Clean documents required
What Our Clients
Are Saying
Questions people ask before they get started
Once you add rental income to a W-2, you're dealing with Schedule E, depreciation schedules, passive activity rules, and potentially multi-state filing. Tax software will get you through it, but it won't tell you what you're missing, and rental properties have some of the most valuable deductions in the tax code. A CPA who works with real estate regularly will know exactly where to look.
The most commonly missed deductions for 1099 earners are home office (calculated using the right method for your situation), the self-employed health insurance deduction, retirement plan contributions like a SEP-IRA or Solo 401(k), business mileage, and the Section 199A qualified business income deduction. Most people filing on their own leave one of more of these on the table.
It depends on how much you're earning and what your net income looks like after expenses. An S-Corp election can save you significant self-employment tax once your net income crosses a certain threshold, which is often around $60,000–$80,000. But it also comes with payroll obligations and added complexity. We walk through this analysis with clients regularly and can tell you whether it makes sense for your specific situation.
Pricing depends on the complexity of your return. Entity types, number of states, additional schedules, and income sources all factor in. We give you a clear price before we start, so there's nothing unexpected at filing.
This is more common than you'd think, and it's fixable. We can review prior year returns for new clients and amend them when we find errors or missed deductions that are worth recovering. If you have concerns about past filings, let us know during your consultation so we can include prior year reviews in your quote.
Yes. Multi-state filing, including nexus analysis and filing in every applicable state, is something we handle regularly for both individual and business clients. If you work remotely, own property in multiple states, or earn income across state lines, we'll make sure you're covered everywhere you need to be.