Leaf & Ledger Co.
Leaf & Ledger Co.
Opening hours
- Sunday
- Closed
- Monday
- 10 AM - 5 PM
- Tuesday
- 10 AM - 5 PM
- Wednesday
- 10 AM - 5 PM
- Thursday
- 10 AM - 5 PM
- Friday
- 10 AM - 5 PM
- Saturday
- Closed
Services
This complimentary 15- to 30-minute meeting (virtual or in-person) is your chance to share your bookkeeping or tax needs, ask questions, and see how Leaf & Ledger Co. can support you.
We’ll discuss your goals, review your current setup, and determine the best next steps together—no obligation, no pressure.
We’ll discuss your goals, review your current setup, and determine the best next steps together—no obligation, no pressure.
This is a quick meeting—virtual or in-person—to hand off the information I’ll need to prepare your tax return. We’ll confirm a meeting method or neutral location ahead of time.
You may be asked to fill out a short intake form and answer a few quick questions during the appointment to make sure I have everything I need to get started.
There’s no charge for this meeting—you're only billed for the tax prep work itself.
You may be asked to fill out a short intake form and answer a few quick questions during the appointment to make sure I have everything I need to get started.
There’s no charge for this meeting—you're only billed for the tax prep work itself.
This complimentary 15- to 30-minute meeting (virtual or in-person) is your chance to share your bookkeeping or tax needs, ask questions, and see how Leaf & Ledger Co. can support you.
We’ll discuss your goals, review your current setup, and determine the best next steps together—no obligation, no pressure.
We’ll discuss your goals, review your current setup, and determine the best next steps together—no obligation, no pressure.
A focused session every month to review your financials, track progress, and discuss any updates or adjustments needed for your bookkeeping and tax planning.
This meeting helps ensure your business stays on track, catches issues early, and supports smarter decision-making throughout the year.
Included with all active bookkeeping packages. Available as a standalone service for an additional fee.
This meeting helps ensure your business stays on track, catches issues early, and supports smarter decision-making throughout the year.
Included with all active bookkeeping packages. Available as a standalone service for an additional fee.
A focused session every three months to review your financials, track progress, and discuss any updates or adjustments needed for your bookkeeping and tax planning.
This meeting helps ensure your business stays on track, catches issues early, and supports smarter decision-making throughout the year.
Included with all active bookkeeping packages. Available as a standalone service for an additional fee.
This meeting helps ensure your business stays on track, catches issues early, and supports smarter decision-making throughout the year.
Included with all active bookkeeping packages. Available as a standalone service for an additional fee.
This is a quick meeting—virtual or in-person—to hand off the information I’ll need to prepare your tax return. We’ll confirm a meeting method or neutral location ahead of time.
You may be asked to fill out a short intake form and answer a few quick questions during the appointment to make sure I have everything I need to get started.
There’s no charge for this meeting—you're only billed for the tax prep work itself.
You may be asked to fill out a short intake form and answer a few quick questions during the appointment to make sure I have everything I need to get started.
There’s no charge for this meeting—you're only billed for the tax prep work itself.
A brief meeting to review your completed tax return, answer any questions you have, sign the required paperwork, and pick up your finalized paperwork.
We’ll schedule this at a neutral location we agree on ahead of time. This appointment is complimentary and separate from the tax preparation service fee.
We’ll schedule this at a neutral location we agree on ahead of time. This appointment is complimentary and separate from the tax preparation service fee.
If you’ve received a letter or notice from the IRS or a state tax agency after your return has been filed, this 30–60 minute session is designed to review the notice together, answer your questions, and discuss next steps.
If I prepared your return, I will review the notice with you at no charge to help determine whether it’s a routine matter or if additional support is needed. For minor issues like math corrections, missing forms, or ID verification, I’ll guide you on how to respond. If the matter requires deeper investigation or more document gathering, I’ll let you know in advance if fees apply.
If you did not provide complete or accurate information or the notice relates to circumstances outside my control, my ability to assist may be limited.
Note: I do not represent clients before the IRS or state agencies. If formal representation is needed, I can refer you to a trusted Enrolled Agent (EA), CPA, or tax attorney.
If I prepared your return, I will review the notice with you at no charge to help determine whether it’s a routine matter or if additional support is needed. For minor issues like math corrections, missing forms, or ID verification, I’ll guide you on how to respond. If the matter requires deeper investigation or more document gathering, I’ll let you know in advance if fees apply.
If you did not provide complete or accurate information or the notice relates to circumstances outside my control, my ability to assist may be limited.
Note: I do not represent clients before the IRS or state agencies. If formal representation is needed, I can refer you to a trusted Enrolled Agent (EA), CPA, or tax attorney.
About
Leaf & Ledger Co. offers bookkeeping and tax services to small businesses, freelancers, and individuals. We focus on accuracy, compliance, and client support, while also providing financial workshops and literacy resources to strengthen our local community.
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