Tax preparer & bookkeeper
Ledgerwell Tax & Books
A trust-first professional services site paired with the security basics a tax office really needs.
Concept project. Ledgerwell Tax & Books is a fictional business, and the phone number is a reserved 555 example. This shows how we'd approach a real tax preparer & bookkeeper.
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Tax preparation & bookkeeping
Taxes and books, handled carefully.
Individual and small business returns, monthly bookkeeping, and a real person who answers your questions.
How we help
Personal tax returns
Federal returns with a clear checklist of what to bring.
Small business taxes
Sole props, LLCs, and S-corps.
Monthly bookkeeping
Clean books every month so tax time is easy.
Working with us
- 1Book a free 15-minute consult
- 2Upload documents through our secure link
- 3Review and sign your return
Book a consultation
Name
Personal or business?
The situation
Imagine a two-person tax and bookkeeping office that handles client documents all year, gets most clients by referral, and still emails tax documents as attachments.
The website
- Clear service list with who each service is for
- Secure upload link instead of email attachments
- Tax-season deadlines and "what to bring" checklist
- Simple booking for consultations
Getting found
- Google profile with seasonal hours and appointment link
- Review request sent after each return is filed
- Consistent listings so referrals can find the right office
Staying protected
- Security Checkup focused on client data and email
- Two-step sign-in and a password manager for both staff
- Tested backups and a written "what if" plan
Want this for your business?
Start with the free Online Health Check. We'll show you what your site, Google listing, and email setup need, in one page.