Tax Planning and Filings You Can Rely On Without the Stress
Clean books, accurate filings, and proactive planning that keeps your firm compliant year-round. Ledgrix brings structure to your tax operations with a system built for professional service firms.
What We Handle
Core Tax Services
- Federal & state income tax filings
- Estimated quarterly tax calculations
- Annual compliance documentation
- Multi-state compliance support
- Extensions & final returns
- Year-end tax adjustments
Planning & Advisory
- Quarterly tax planning
- Forecasting taxable income
- Estimated payment planning
- Entity structure guidance
- Tax-saving opportunity reviews
Documentation & Support
- Supporting documentation folders
- Clean filing packages
- CPA-reviewed work papers
- Audit & notice support
Integrated With Your Finance System
- Clean data comes directly from Bookkeeping
- Tax adjustments sync with Accounting
- Payroll taxes align with Payroll & PeopleOps
Who We Support
- Consulting & advisory
- Creative & digital agencies
- Legal & compliance practices
- Healthcare clinics
- Technology & IT service providers
- Nonprofits & foundations
- Multi-entity / multi-state operations
Why Proactive Tax Planning Matters
Tax is not just about filing paperwork. It shapes margins, cash flow, and financial strategy.
Avoid Surprises
Quarterly planning keeps you aware of upcoming obligations.
Stay Fully Compliant
Accurate filings backed by clean books and documented processes.
Reduce Errors & Risk
CPA-level oversight ensures you avoid costly mistakes.
Improve Cash Flow Predictability
You’ll always know what to expect and when to pay.
Tax becomes something you plan for — not something you react to.
How Our Tax Process Works
We keep tax work calm, predictable, and easy to follow.
Clean Data Review
We review your books, past filings, and documentation.
You receive a clear summary of gaps and what we’ll fix.
Quarterly Planning Sessions
We project income, estimate tax owed, and plan payments.
No surprises at year-end.
Year-End Preparation
We prepare adjustments, finalize documentation, and collaborate with your accounting cycle.
Filing & Compliance Completion
Your returns are filed cleanly, accurately, and backed by full documentation.
Everything is explained clearly no jargon, no confusion.
What You Get Every Year
Complete Filing Package
Federal + state + multi-state filings, delivered accurately and documented.
Quarterly Tax Estimates
Clear amounts, deadlines, and rationale — sent ahead of time.
Documentation Folder
All schedules, work papers, forms, and supporting docs stored neatly.
Tax Planning Summary
A simple overview explaining what changed, why it changed, and what to expect next year.
Connected Finance System
Tax works best when it’s tied closely to the rest of your finance operations.
Bookkeeping
Clean books accurate tax filings.
Accounting
Your year-end numbers align perfectly with your filings.
Payroll & PeopleOps
Provider costs, reimbursements, and payroll taxes match your returns.
This creates a consistent, compliant, and reliable system — without mismatched numbers or missing documents.
FAQs
Do you handle both federal and state taxes?
Yes, including multi-state compliance.
Do you support estimated quarterly taxes?
Yes. Quarterly planning is a core part of our service.
Can you work with our existing CPA?
Yes. We can file for you or collaborate with your firm.
What if our books are not clean?
We handle cleanup through Bookkeeping before tax work begins.
Do you offer entity structure guidance?
Yes we advise on structures for service firms.
Do you provide audit support?
We provide document support and help you respond to notices.
Tax Work That Stays Clean, Predictable, and Stress-Free
Quarterly planning. Accurate filings. No last-minute panic.
Ledgrix keeps your firm compliant and helps you plan with confidence.