The Ledger AccountancyBookkeeping · Tax · QuickBooks PL

Tax preparation

Individual and small business tax preparation in Orange County

Federal and California returns prepared by an IRS-registered tax preparer, built from accurate books and reviewed for every deduction you're entitled to.

The Ledger Accountancy office desk with laptop, notebook and bookshelves

Returns we prepare

  • Individual federal and California returns
  • Self-employed and Schedule C filers
  • Small business returns
  • Estimated quarterly tax planning
  • 1099 preparation and filing for your contractors

Why bookkeeping and taxes belong together

When the same person keeps your books and prepares your return, deductions don't slip through the cracks and your return matches your records. Bookkeeping clients get a faster, simpler tax season.

What to bring

After your consultation we send a document checklist tailored to you, usually including W-2s and 1099s, last year's return, business income and expense records, and any notices from the IRS or the California Franchise Tax Board.

The Ledger Accountancy is not a CPA firm and does not provide legal advice or representation.

Ready to get your books in order?

Free consultation. Replies within 24–48 hours.