Legal
Disclosures and licenses
Clear information about who we are and what we can and cannot do.
Effective date: November 9, 2026
Not a CPA firm
The Ledger Accountancy is a bookkeeping and tax preparation practice. It is not a certified public accounting (CPA) firm, and does not perform audits, reviews or attest services.
Tax preparation
Tax returns are prepared by an IRS-registered tax preparer with a Preparer Tax Identification Number (PTIN). We do not provide legal representation, and we do not guarantee any refund amount or tax outcome.
No legal advice
We do not provide legal advice or legal representation. For legal questions, including immigration, estate planning, bankruptcy or disputes with creditors, please consult a licensed California attorney.
Life insurance and annuities
Life insurance and annuity products are offered under California Life Insurance License No. 0M39273. Insurance products are not bank deposits and are not FDIC-insured. Coverage is subject to the terms of each policy and the insurer’s approval.
Debt relief support
Debt relief support consists of budgeting help and a review of your financial options. It is not legal advice, credit repair or bankruptcy advice, and we do not guarantee any result with any creditor.
QuickBooks
QuickBooks is a trademark of Intuit Inc. “QuickBooks Certified” refers to the practitioner’s Intuit certification. The Ledger Accountancy is not affiliated with or endorsed by Intuit.
Ready to get your books in order?
Free consultation. Replies within 24–48 hours.