From our office in Snohomish, NW Ledger builds personalized tax, advisory and bookkeeping plans for individuals, businesses and nonprofits. You'll know your options, your numbers and your next move all year long.
Tax strategy that lets you move forward with
maximum confidence
Tax · Advisory · Accounting · Snohomish, WA
see how we help
TRUSTED BY
She Built Foundation
Acora Partners
Trinity Salon
The Serviss Group
On Being Project
Sound familiar?
Most people hear from their tax professional once a year. By then, the best decisions are behind them.
Your advisors don't talk to each other, so you're the one connecting the dots.
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When something big happens, like buying property, selling an asset, or starting a business, you shouldn't have to wonder who to call.
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Your books are a few months behind, and decisions are waiting on them.
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There's a calmer way to do this
You're not sure you're claiming every credit and deduction that fits your situation.
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Why clients choose NW Ledger
We do more than prepare returns. We help you decide what's next.
Less worry
Organized records, filings on time and strategies you can defend, so tax season stops being a source of dread.
More of what you earn
Proactive tax strategy keeps more of your income working for you and the causes you care about.
More time
Year-round guidance means decisions happen on your calendar, not in a rush before the deadline.
for individuals
for businesses
for nonprofits
Built for households, businesses and nonprofits with more going on.
Who we serve
Individuals & families
Tax preparation and year-round planning for households with rentals, a business, stock compensation, charitable giving or a big life change.
Nonprofits
Form 990 filings, grant accounting, compliance recovery and fractional CFO support, so the mission stays the focus.
Businesses
Business returns, planning with owners, bookkeeping and one-time projects for partnerships, S-corps and C-corps.
how it works
From first conversation to a filed return.
1
Book a discovery call
Pick a time and answer a few questions about your situation, so we come prepared.
2
Talk with us
A short conversation about where you are, what you need and whether we're a fit.
3
Choose your option
We send a clear proposal with options and our recommendation. Once you sign, we're off.
4
Upload and relax
Complete your checklist and organizer in the client portal. We take it from there.
Case studies
Real stories. Real results.
Short-term rental investment
Married couple · high income
Structured the purchase to capture $100,000 of first-year depreciation.
$35,000
projected federal savings
02
Nonprofit compliance recovery
Small volunteer-led nonprofit
Brought missed 990-N filings current and set up simple tracking.
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Results reflect each client's specific facts.
Charitable giving strategy
Individual · appreciated securities
Donated $30,000 of appreciated stock instead of cash.
$31,660
Combined tax savings
04
Current
Filings restored
read all case studies
No.
client
situation & strategy
result
She is extremely knowledgeable and makes an often confusing topic easy to understand. If I could give more than 5 stars, I would!
Client google review
noah p
It is not an understatement to say that my quality of life dramatically improved when we hired Jena and her team for our business.
Co-founder, Acora Partners
Catherine St-Laurent
I spent more than 15 years at the Gates Foundation, Pivotal Ventures and small businesses before founding NW Ledger in 2022. Together with our tax team and Mark Raysbrook, our Director of Operations, we help clients understand where they stand financially and make confident decisions about what comes next.
Hi, I'm Jena
Founder & CEO
