Accurate, Compliant, and Structured Tax Filing for Individuals with Diverse Income Sources
Tax Preparation & Filing
Ledger Board prepares federal and state tax returns with disciplined accuracy and a clear focus on compliance. Whether your income comes from wages, self-employment, investments, rentals, or equity compensation, we review each financial component to ensure complete and precise reporting. Our process reduces uncertainty, minimizes errors, and delivers a transparent filing experience built around your long-term financial stability.
Federal & State Tax Returns
Avoid Filing Errors
We prepare Form 1040 and all required state returns with disciplined accuracy across W-2, 1099, investment, rental, and equity income. Each return is reviewed for full compliance and consistency. You receive clear, organized, and reliable filing.
Self-Employment & 1099 Filing (Schedule C)
Fix Expense Confusion
We categorize income and deductions properly to ensure accurate Schedule C reporting. This reduces errors, strengthens compliance, and supports clean documentation. Our structured approach brings clarity to self-employment taxes.
Investment & Capital Gains Reporting
Prevent Reporting Mistakes
We review stock sales, dividends, interest, and brokerage activity to ensure correct capital gains treatment. Each item is documented and verified for accuracy. This supports compliant and transparent investment reporting.
Equity & Stock Compensation Filing (RSU, ISO, ESPP)
Stop Double Taxation
We analyze vesting events, stock sales, and option exercises to ensure proper tax treatment and avoid duplicate reporting. Our process prevents common discrepancies between forms and transactions. This provides clarity for equity-based income.
Rental Property & Real Estate Reporting
Reduce Depreciation Errors
We prepare Schedule E with correct depreciation, income, and expense classification for each property. This ensures accurate reporting for single or multiple rentals. Our review strengthens compliance and documentation.
Multi-State Tax Filing
Resolve Multi-State Issues
We prepare filings for individuals who live, work, or earn income across multiple states. Each state’s rules are reviewed for correct allocation and compliance. This reduces confusion for remote workers and frequent movers.
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WHO WE SUPPORT
Ledger Board assists individuals with diverse income profiles, financial structures, and reporting needs. Our approach supports clarity, compliance, and confidence during each tax season.
W-2 Earners
Clear reporting for wages, benefits, and multi-state income.
Self-Employed, 1099 Contractors & Schedule C Filers
Organized filings for gig-workers, freelancers, and Schedule C filers.
Business Owners & S-Corp/LLC Members
Integrated personal filings for S-Corp, LLC, and partnership income.
Real Estate Investors
Accurate reporting for gains, losses, and rental property activity.
Guidance for RSU, ISO, ESPP, and stock sale reporting.
High-Net-Worth Individuals
Support for complex investments and multi-entity income.
Retirees & Individuals with Fixed Income
Support for pensions, Social Security, and investment distributions.
Trusts, Estates & Beneficiaries
Clear reporting for fiduciary and inheritance income.
04. Filing
Submit With Accuracy
We finalize returns, confirm electronic filing, and provide copies for your records. Each submission includes verification and confirmation of acceptance.
03. Documentation
Prepare Essential Forms
We prepare federal and state filings, supporting schedules, and clear summaries for review.
02. Analysis
Review Key Details
We evaluate income, deductions, credits, and investments for accuracy. Each component is checked against reporting rules and compliance requirements.
01. Assessment
Understand Your Situation
We review your income sources, financial documents, and any prior filings. This helps identify reporting requirements and areas needing additional documentation.
OUR PROCESS
Federal individual tax returns are typically due in April each year, with extensions generally allowing additional time to file until mid-October. State deadlines usually follow the federal schedule but may vary based on your state of residence or filing requirements. We confirm all applicable federal and state deadlines for your situation to ensure timely and compliant submission. Staying ahead of key dates helps prevent penalties and avoid last-minute issues.
Generally, you’ll need W-2s, 1099s, investment statements, retirement distributions, mortgage forms, and any documents related to income or deductions. Additional records may be required depending on your situation. We provide a tailored checklist to ensure nothing is missed. Organized documentation supports accurate and compliant filings.
Yes. We prepare federal returns and all required state returns, including multi-state filings. Each state’s rules are reviewed to ensure correct allocation and compliance. This supports individuals with remote work, relocation, or multi-state income.
Absolutely. We regularly support clients with equity compensation, rental properties, investments, self-employment income, and multi-source earnings. Our structured analysis ensures accuracy across all income types. Complex situations require disciplined review to avoid errors.
We help review the notice, identify required action, and prepare responses. Many notices are automated or informational, but some require documentation or clarification. Our team assists throughout the process to resolve issues efficiently.
Yes. If past returns contain errors or missing information, we prepare accurate amendments. This helps correct reporting, protect compliance, and support future filings. Amended returns follow a clear process with documented changes.
We review vesting events, 1099-B statements, cost basis details, and employer reports to ensure proper treatment. Equity compensation often leads to double-reporting errors without correct analysis. Our approach prevents inconsistencies and supports clean filings.
Yes. We provide projections and planning for individuals with variable income, side-income, or self-employment earnings. This helps avoid underpayment penalties and unexpected results. Year-round planning strengthens financial stability.
Timelines depend on document completeness and financial complexity. Most returns are completed within a structured and timely window. We maintain clear communication throughout the process
Yes. Coordinated planning helps align reporting, deductions, and investment decisions. Collaboration creates clearer long-term outcomes. Our team works with advisors when needed.
Strategic Approach
We analyze each situation with long-term impact in mind to support stronger financial outcomes.
Proven Expertise
We bring years of specialized experience supporting individuals with simple and complex filings.
Responsive Partnership
We operate as an extension of your team with consistent availability and clear communication.
Trust & Transparency
We protect your confidentiality and provide clarity into every step of our work.
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By the Numbers
Our structured approach helps individuals handle personal and complex tax situations with confidence and accuracy.
8,500+
Individual Returns Prepared
85+ Years
Combined Experience
50 States
supported nationwide
99%
Client Retention
Testimonials
Individuals rely on Ledger Board for clarity, accuracy, and consistent support during tax season.
Ledger Board made my tax filings easy to understand and handled everything with precision. Their organized approach gave me confidence my return was prepared correctly.
Elena S., W-2 Earner
Technology Industry
I have multiple 1099s, investments, and equity compensation. Ledger Board managed everything smoothly and explained the details clearly. It was the first year I didn’t feel overwhelmed.
David P., Contractor & Investor
Independent Consultant
Their team helped correct issues from a previous filing and guided me through complex rental property reporting. The communication was consistent and incredibly helpful.
Robert M., Real Estate Owner
Property Management
Connect with Leaders
Our leadership team supports individuals with structured, compliant, and accurate tax preparation and filing services.
File With Confidence and on time
Structured preparation and clear documentation reduce stress and strengthen financial outcomes. Schedule a consultation to begin your tax filing with Ledger Board.