SHEET / 01 — TAX SERVICES
Tax services built for real-life income
From W-2 filers to self-employed and small-business owners, we handle preparation, planning, and year-round support. Clear scopes, secure document collection, and proactive guidance—so you file accurately and stay ready for what’s next.
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Tax Consultations
Read more: Tax ConsultationsOne-on-one tax consultations for personalized answers, planning ideas, and next-step guidance.
SHEET / 02 — SERVICE METRICS
Service standards you can count on
Clear scope, clean records, and proactive planning—so your filings stay accurate and your questions get answered fast. Here’s how The Boss Ledger measures consistency across tax prep, planning, and support.
500+
RETURNS FILED
Individual and small-business filings prepared with documentation-first review.
90%+
CLIENT RETURN RATE
Ongoing clients who come back for year-round planning and filing support.
48H
RESPONSE WINDOW
Typical reply time for new inquiries and in-season client questions.
12+
WEEKS LEAD TIME
Recommended runway to prepare, plan, and file without last-minute stress.
SCALE 1:1
MEASURED FY26
REV 02
SERVICES FAQ
Answers to common tax service questions
Get clear expectations on what we handle, what we need from you, timelines, pricing, and year-round support—so you can move forward with confidence and no last-minute surprises.
Q-01
What tax services do you provide?
We support individuals, freelancers, and small businesses with tax preparation, tax planning, quarterly estimates, and IRS notices. If you’re not sure what you need, we’ll review your situation and recommend the right path.
Q-03
What do you need from me to get started?
We’ll start with a short intake and a document checklist based on your return. Most clients share prior-year returns, income forms, expense summaries, and any notices. Secure upload keeps everything organized in one place.
Q-05
Do you offer tax planning or just filing?
Yes—planning is available year-round, not only at filing time. We can help you prepare for quarterly payments, adjust withholding, choose entity options, and make tax-smart decisions before year-end.
Q-02
How long does the process usually take?
Timelines depend on complexity and how quickly documents are received. Simple returns can move quickly once everything is in, while business and multi-state filings take longer. We’ll confirm an expected turnaround after intake.
Q-04
How is pricing determined?
Pricing is based on the scope and complexity of your return—forms required, number of states, business activity, bookkeeping readiness, and any IRS correspondence. You’ll understand the fee before work begins; no surprise add-ons.
Q-06
Can you help if I received an IRS notice?
Yes. We can review the notice, explain what it means, and help you respond accurately and on time. If representation is needed, we’ll discuss options and the fastest next steps to protect you and resolve the issue.
DOC / 04 — TAX INTAKE
Tell us what you need. We’ll confirm the next step.
Share a few details about your situation—individual, freelance, or business. We’ll review your request, answer key questions, and recommend the right service and timeline so you can move forward with confidence.
REPLY IN 1–2 DAYS
SECURE DOCUMENTS
REV 06
S-01 — FIRST STEP
Complete our short intake form. We’ll respond with a clear checklist, pricing range, and proposed timeline for filing or planning.