Every number, reconciled.
Ledgerwise keeps the books, files the returns and answers the IRS for 640 small businesses and their owners — for one fixed monthly fee.
- Clients served
- 640
- Returns filed in 2025
- 2,318
- On-time filing rate
- 99.8%
- Revenue
- $84,210
- Cost of goods sold
- ($27,640)
- Payroll & benefits
- ($31,905)
- Rent & operating
- ($12,380)
- Net operating income
- $12,285
Trusted by owners in
- Hospitality
- Construction
- E-commerce
- Healthcare
- Creative agencies
- SaaS
Six services. One ledger.
Bookkeeping, tax and advisory under one roof means the person filing your return already knows every line in your books.
Tax preparation & planning
Federal and state returns for owners, LLCs and corporations — plus a mid-year planning session so April holds no surprises.
Explore service
Monthly bookkeeping
Bank feeds reconciled, receipts matched and a clean close by the 10th of every month in QuickBooks or Xero.
Explore service
Payroll & 1099s
Bi-weekly payroll, quarterly 941s, year-end W-2s and contractor 1099-NECs filed on time, every time.
Explore service
Fractional CFO
Cash-flow forecasts, KPI dashboards and a monthly numbers meeting with a partner who knows your industry.
Explore service
IRS notices & audits
We read the letter, call the IRS and represent you in examinations — enrolled agents and CPAs on staff.
Explore service
Entity setup & S-corp election
LLC formation, EIN, Form 2553 and a reasonable-salary analysis so the S-corp actually saves you money.
Explore service
From shoebox to signed return in four steps
- 01
Discovery call
Thirty minutes about your entity, software and goals. You get a fixed quote the next working day.
- 02
Clean-up & onboarding
We connect bank feeds, catch up any back months and set your chart of accounts.
- 03
Monthly close
Reconciled books and a one-page summary land in your portal by the 10th.
- 04
File & plan
Returns filed early, estimates set, and a planning call before year-end.
What’s due next
The next three federal deadlines from our rolling tax calendar, counted down live.
- Jan152026
Q4 estimated tax payment
Final quarterly payment for the previous tax year.
— - Feb22026
W-2s and 1099-NECs due
Copies to employees, contractors and the SSA/IRS. Moves to Monday if Jan 31 is a weekend.
— - Feb22026
Q4 payroll return & FUTA
Quarterly federal payroll return plus annual unemployment tax.
— - Mar162026
Partnership & S-corp returns
Schedules K-1 to partners and shareholders. Extend with Form 7004.
— - Apr152026
Individual returns & Q1 estimates
File or extend; any balance due is still owed today.
— - Apr152026
C-corporation returns
Calendar-year C-corps file or extend six months.
— - Apr302026
Q1 payroll return
Federal withholding and FICA for January–March.
— - Jun152026
Q2 estimated tax payment
Second quarterly installment — only two months after Q1.
— - Jul312026
Q2 payroll return & Form 5500
Retirement plan return due for calendar-year plans.
— - Sep152026
Extended partnership & S-corp returns
Last day for returns extended in March.
— - Sep152026
Q3 estimated tax payment
Third installment for individuals and corporations.
— - Oct152026
Extended individual & C-corp returns
Final deadline for returns extended in April.
— - Nov22026
Q3 payroll return
Federal withholding and FICA for July–September.
— - Dec152026
Q4 corporate estimated tax
Fourth installment for calendar-year C-corporations.
—
Fixed fees, written down
Pick a plan, add what you need. Annual billing saves 15%.
Essentials
Sole proprietors and single-member LLCs
Billed monthly · cancel anytime
- Monthly bookkeeping up to 150 transactions
- Federal & state income tax return
- Quarterly estimated-tax reminders
- Secure client portal & e-sign
- Email support, 1-day reply
Growth
Growing teams, S-corps and partnerships
Billed monthly · cancel anytime
- Bookkeeping up to 500 transactions
- Business + owner returns (1120-S / 1065 + 1040)
- Payroll for up to 10 employees
- Quarterly tax-planning call
- Sales-tax filings in 2 states
- Dedicated accountant
CFO
Established firms that need a finance partner
Billed monthly · cancel anytime
- Unlimited transactions & class tracking
- All business and owner returns
- Payroll up to 40 employees
- Monthly KPI dashboard & forecast
- Board-ready financials
- Partner on call for IRS notices
Numbers our clients quote back to us
“Ledgerwise found $18,400 in deductions our old preparer missed and switched us to an S-corp. The monthly close lands before I even ask.”
“We got an IRS CP2000 notice on a Friday. Claire had it answered by Tuesday and the proposed $6,200 bill was reduced to zero.”
“Our board finally gets the same numbers every month. The cash-flow forecast has been within 3% for five quarters running.”
Plain-English tax notes
The 2026 S-corp salary question, answered with real numbers
How we set a “reasonable” salary that survives an audit and still saves payroll tax.
Missed the September 15 deadline? Do these four things this week
Penalty math, first-time abatement and why filing late beats not filing at all.
Five bookkeeping habits that cut your tax bill
Mileage logs, home-office records and the receipt rule we wish every client followed.
Hand us the shoebox.
Get back a clean set of books.
Tell us about your business and we’ll send a fixed monthly quote within one working day — no hourly surprises, ever.