Atlanta CPA FirmTax strategy · bookkeeping · year-round support

Keep *more* of what you earn.

Most Atlanta business owners overpay the IRS because their accountant only shows up in April. We plan all year — entity, deductions, quarterlies — and found our average first-year client $11,400 in tax savings.

$11.4k
avg. first-year savings
18yrs
serving atlanta
4.9
430+ google reviews
Operating dayboard
Next IRS deadline
calculating…
  • Books reconciled through last month
  • Quarterly estimate calculated & scheduled
  • Entity & S-corp election reviewed
  • Deduction sweep: every receipt captured
CPA
licensed · georgia
IRS
authorized e-file provider
6200+
returns filed
$18M
client tax savings found
All year
not just april
Every number, handled

One firm. The whole back office.

Fixed fees quoted up front — published right here, because nobody likes surprise invoices from their accountant.

Accountant's hands marking a paper ledger with a red pencil beside a vintage calculatorfrom $450

Tax Preparation

Business and personal returns — 1120-S, 1065, Schedule C, 1040 — filed on time, reviewed twice, defended if the IRS ever asks.

File with us
Green leather portfolio and fountain pen on a conference table overlooking the Atlanta skylinefrom $1,500/yr

Tax Planning & Strategy

The part TurboTax can't do: entity structure, quarterly forecasts, retirement and deduction strategy — decided before December, not discovered in April.

Start saving
Neatly organized receipts, green folders and a calculator on a cream deskfrom $295/mo

Bookkeeping

Clean, reconciled books delivered monthly with a plain-English summary. No more shoebox — we chase the receipts so you don't.

See monthly plans

Payroll

On time, every time — W-2s, 1099s, filings and direct deposit for teams of 1 to 50.

from $95/mo

IRS Representation

Got a letter? Don't call the IRS — call us. We answer notices, handle audits and negotiate on your behalf.

flat-quoted
Fixed monthly plans

Your CPA, on retainer.

Books, taxes and advice in one flat monthly fee — so the meter is never running when you call.

Solo

$295per month
  • Monthly bookkeeping
  • Annual business + personal return
  • Quarterly estimates

Growth

$495per month
  • Everything in Solo
  • Payroll up to 10 employees
  • Mid-year tax planning session

Scale

$895per month
  • Everything in Growth
  • Quarterly strategy meetings + forecasting
  • CFO-level dashboard & direct line to your CPA
The Ledger Method

Taxes are a year, not a season.

Four passes over your numbers, every single year. It's why our clients walk into April already knowing the outcome — usually a smaller one.

01 · Review

Find the leaks

Deep review of your last two returns and books. Most new clients discover missed deductions in week one.

02 · Plan

Set the strategy

Entity, payroll split, retirement, timing — a written plan with the dollar value of every move.

03 · File

Execute & file

Books stay reconciled monthly, estimates go out on time, returns are filed early and reviewed twice.

04 · Monitor

Watch the board

Every deadline on our dayboard, all year. If the tax law moves, your plan moves the same week.

18yrs
in practice · atlanta
96%
clients retained year over year
0
deadlines missed. ever.
The year on one board

Every deadline, already on our board.

The dates below update themselves — filed ones get the red pencil, the next one gets the spotlight. This is how we run every client's year.

Deadline
Jan 15

Q4 estimated payment — individuals & owners on estimates.

Deadline
Mar 15

S-corp & partnership returns (1120-S / 1065) or extensions.

Deadline
Apr 15

Individual & C-corp returns + Q1 estimated payment.

Deadline
Jun 15

Q2 estimated payment for individuals and corporations.

Deadline
Sep 15

Q3 estimates + extended S-corp & partnership returns.

Deadline
Oct 15

Extended individual returns — the last bell of the season.

Who we serve

Built for owners, not W-2s only.

Our sweet spot: Georgia businesses from $100k to $10M in revenue, where smart tax strategy makes the biggest dent.

Contractors & trades Real estate investors Medical & dental practices E-commerce & retail Restaurants & hospitality Startups & consultants High-income professionals
Word around Atlanta

The reviews do the math.

★★★★★

“Switched from a $99 preparer. Ledger restructured us as an S-corp and set up quarterlies — night and day.”

Saved $14,200 · year one
Marcus D.General contractor · Marietta
★★★★★

“An IRS letter used to ruin my month. Now I forward it and get a 'handled' back by Friday. Worth every penny.”

Audit closed · no change
Priya S.Dental practice owner · Decatur
★★★★★

“Books arrive reconciled on the 5th, every month, with a summary I actually understand. April was… boring. Finally.”

Saved $8,900 · year one
James R.E-commerce founder · Midtown
4.9 ★ average across 430+ Google reviews · Atlanta, Marietta, Decatur & metro
Before the next deadline

Your year, *under* *control.*

HoursMon–Fri 8:30–5:30 · extended in season
OfficeMidtown Atlanta, GA (demo)
ResponseEvery message answered in 24h
Book online

Twenty minutes. Real numbers.

Tell us about your business and we'll come to the call with your last return already reviewed — and a first estimate of what you're leaving on the table.

Concept form only. A production build connects this to the CRM / scheduling endpoint (e.g. lead.php or Calendly/Karbon API) with a privacy workflow.

Book a Tax Strategy Call