Accountants
Accounting that gives you clarity, not just a tax return.
Tax preparation, planning and advisory for individuals and growing businesses — organized, on time and easy to understand.
★ 4.9 · 300+ client reviews · Year-round support, not just tax season
Numbers made understandable.
Ledger & Line helps individuals and business owners make confident financial decisions. We combine accurate compliance work with proactive planning throughout the year.
You'll have a dedicated accountant who knows your history, answers your questions and reminds you before deadlines arrive.
- Dedicated accountant for every client
- Secure document upload
- Quarterly planning check-ins
- Virtual or in-office meetings
15
Years serving local clients
900+
Returns prepared yearly
1 day
Average reply time
Fixed
Monthly fee options
Support for individuals and businesses.
Choose a single service or a year-round package. Every engagement starts with a written proposal.
Individuals
Individual tax return
Federal and state preparation with e-filing.
Tax planning session
Strategies to reduce next year's tax bill.
Notice & audit support
Help responding to tax agency letters.
Businesses
Business tax return
Partnership, S-corp and corporate returns.
Monthly accounting
Reconciliations, financial statements and review.
Advisory & CFO support
Budgets, cash flow forecasts and growth planning.
Sample pricing shown for demonstration — replace with your own rates.
Organized from the first document.
Discovery call
We learn about your finances, goals and deadlines.
Proposal
You receive a clear scope and fixed fee before we begin.
Onboarding
Upload documents securely through your client portal.
Ongoing support
Regular check-ins keep you ahead of every deadline.
Experienced, approachable professionals.
Monica Grant
Managing Partner
Small-business tax strategy and financial planning.
Rahul Desai
Senior Accountant
Business returns, payroll compliance and bookkeeping reviews.
Grace Lin
Client Advisor
Individual returns and year-round planning for families.
Fewer surprises, better decisions.
★★★★★
"For the first time I understand my business numbers. Our quarterly calls are invaluable."
Derek W.
Monthly accounting
★★★★★
"Organized, friendly and fast. They found deductions I'd missed for years."
Sofia N.
Individual tax return
★★★★★
"They handled a tax notice for us calmly and professionally. Huge relief."
Brian & Kim T.
Notice support
Policies, written clearly & kindly.
Engagement letters. All work is governed by a signed engagement letter outlining scope and fees.
Secure documents. Please use the secure client portal — never email tax documents.
Deadlines. Documents received after our posted cut-off may require an extension.
General information. Website content is general information and not tax or financial advice.
Frequently asked.
When should I send my documents?
As soon as you have them. We publish a cut-off date each season to guarantee on-time filing.
Do you work with clients remotely?
Yes. Most clients work with us entirely online through our secure portal and video calls.
Can you take over from my previous accountant?
Absolutely. We'll request prior-year information and handle the transition.
Do you offer bookkeeping as well?
Yes, monthly accounting packages include bookkeeping, reconciliations and reporting.
How are fees set?
Most services are fixed-fee, agreed in writing before work begins.
Book a discovery call.
Hours
- Mon – Fri9a – 5p
- Tax seasonExtended hours
- SaturdayBy appointment