MEET THE TEAM
The tax pros behind The Boss Ledger
We’re a small, client-first team built for real-world tax work—accurate filings, proactive planning, and clear answers. No mystery handoffs: you’ll know who’s on your return, who reviewed it, and how to reach us year-round.
Jordan “Boss” Ledbetter
FOUNDER · TAX ADVISOR
Leads client strategy, reviews every complex return, and translates tax rules into plain-English decisions. Focused on small-business owners, self-employed taxpayers, and year-round planning—not just filing season.
Marcus Ellison
SENIOR PREPARER · BUSINESS TAX
Specializes in S corps, partnerships, and Schedule C filers—keeping books-to-return alignment clean and defensible. Known for thorough diagnostics, sharp workpapers, and deadlines that don’t slip.
Priya Desai
TAX RESEARCH · COMPLIANCE
Tracks guidance changes, state nuances, and documentation standards so your positions are supported and consistent. Builds checklists and memos that make reviews faster and client questions easier to answer.
Tomás Rivera
CLIENT OPERATIONS · ONBOARDING
Runs onboarding, document flow, and follow-ups so clients always know what’s next. Sets up secure intake, keeps requests minimal and organized, and makes the process smooth from kickoff to e-file.
Helena Voss
PLANNING · QUARTERLY ESTIMATES
Helps clients stay ahead with quarterly estimates, withholding reviews, and tax-smart budgeting. Connects the dots between cash flow, big life changes, and the tax moves that reduce surprises.
Owen Carrick
TAX ASSOCIATE · QUALITY REVIEW
Reconciles totals, validates source docs, and tests for common errors before anything is filed. Brings a “measure twice” mindset that protects accuracy and keeps client records audit-ready.
Saoirse Lynch
CLIENT SUPPORT · PLANNING
Coordinates planning check-ins, tracks action items, and keeps timelines clear during busy season. Makes sure questions are answered quickly and the right next step is always documented.
Nils Berg
PRACTICE COORDINATOR
Manages scheduling, secure file requests, and status updates so nothing falls through the cracks. Keeps engagement letters, signatures, and deliverables organized for a clean, professional closeout.
DOC / 01 — TEAM
Tax expertise you can trust—year-round, not just at filing time.
The Boss Ledger is led by a tax professional who treats your return like a roadmap, not a form. We combine clean, documented workpapers with practical guidance on deductions, entity choices, and quarterly estimates—so you understand what we’re filing and why it matters to your business.
Expect clear communication, organized requests, and answers you can act on—without the runaround.
THE BOSS LEDGER
CLIENT-FIRST
REV 01
DOC / 04 — WORK WITH US
Ready for a tax team you can call year-round?
Tell us what you need—filing, planning, or cleanup—and we’ll recommend the best next step. A tax pro reviews your note and responds within two business days with clear options and what to bring.
RESPONSE ≤ 48H
YEAR-ROUND SUPPORT
SECURE INTAKE
S-01 — FIRST STEP
Complete a quick intake and we’ll confirm fit, timeline, and a simple document checklist—so you know exactly what happens next.