CLR Ledger prepares individual and business tax returns, including Form 1040, Schedule C, partnerships, S corporations, C corporations, and rental property tax reporting. We can also assist with amended returns and prior-year filings when needed.

Yes. We can prepare both your business and personal tax returns so everything is reviewed together. This is especially helpful for business owners whose business income flows through to their personal tax return.

Protecting your confidential information is a priority. CLR Ledger uses a secure, encrypted client portal for clients to upload, receive, and exchange sensitive documents. We recommend using the client portal rather than regular email when sending tax documents, financial records, identification, or other confidential information.

That’s okay. We can review, clean up, and organize your bookkeeping before preparing your tax return. This can include reconciling accounts, correcting transaction classifications, and identifying missing or inaccurate information

We offer catch-up and cleanup bookkeeping services. Whether you are a few months or several years behind, we can help organize your financial records and get your books current.

Pricing depends on the type of service, complexity of your situation, number of accounts and transactions, and the condition of your records. We provide pricing before beginning an engagement so you understand the cost and scope of work.

Yes. CLR Ledger is a virtual tax and bookkeeping firm, allowing us to work with clients regardless of location. Documents, meetings, signatures, and communication can all be handled securely online.

Yes. We work extensively with QuickBooks Online as QBO Pro Advisors and can assist with setup, cleanup, monthly bookkeeping, reconciliations, chart of accounts, financial reporting, and ongoing QuickBooks support. We also work with other sofware like Xero and Excel.

It depends on your business, income, ownership structure, and tax situation. An LLC is a legal entity, while an S corporation is generally a tax election. We can review your situation and help you understand the tax considerations before you make a decision.

Yes. We can help estimate federal and state quarterly tax payments based on your business income, other income, deductions, and prior payments. We can also update estimates as your income changes throughout the year.

Yes. We offer ongoing bookkeeping and tax support for business owners who want more than once-a-year tax preparation. Depending on your needs, services can include bookkeeping, financial reports, estimated tax planning, payroll coordination, tax preparation, and year-round guidance.

Getting started is simple. Some services can be purchased directly online so you can get started right away. If you need more extensive bookkeeping, tax, cleanup, or customized support, you can request a quote. We’ll review your needs and recommend the appropriate service and scope of work.