01. Effortless Tax Prep
When all you need is a tax return
Never again feel the dread of knowing you have to file and have no idea where to start.
our service includes:
- A secure client portal to share documents with our team
- Live or video review of your tax return w/our team
- Audit Assistance and identity theft restoration*
- Free educational resources
Personal tax returns starting at $650
Business tax returns starting at $1200
Trust tax returns starting at $1200
Nonprofit 990's starting at $1750
*Provided in partnership with Tax Protection Plus
02. Tax Advisory
A customized tax plan to help you finally feel at ease.
starting at $200 / month
We create detailed Tax Strategy Plans with a comprehensive list of eligible deductions, backed by extensive research and proven expertise. We don’t guess - we know what works and what doesn’t, so you can trust your finances are in good hands.
services included:
- Tailored tax plan that serves you
- Periodic scheduled check-ins
- Year-round access for tax advice
- Tax notice Resolution
- 1099 Preparation
03. Bookkeeping
Build Essential Foundations
We provide after-the-fact bookkeeping, account setup, and clean-up for clients that engage our team for tax services to ensure your financial records are always up-to-date.
services included:
- Categorization of income/expenses
- Tracking loans and equity
- Monthly reconciliations
- Tracking depreciable assets
Starting at $300 / month
04. Cost Segregation
Unlock significant tax savings by accelerating depreciation on your real estate investments.
cost seg starts at $2800 for properties over $500k tax basis.
Our services include:
- Detailed asset review and reclassification
- Preparation of Form 3115 (Change in Accounting Method), if required
- Evaluation of bonus depreciation opportunities
- Identification of partial asset dispositions to reduce tax liability
How to get
STARTED
step 1: new client application
Answer a few short questions about your business or organization, and goals.
step 2: free discovery call
Schedule a complimentary meeting with a NW Ledger team member.
3. receive custom proposal
Get a detailed proposal of the services that are best for you.
4. Access client portal
Finally, access your portal, upload necessary documents, and get started!
