About Us | Ledger & Lane Accounting

Our Story

Built on a Simple Idea

Sarah Lane and Marcus Ledger met at a Big Four accounting firm where they spent years working with Fortune 500 companies. The work was challenging, but something felt off. The clients who needed the most help, small businesses and everyday people, couldn't afford or access the same quality of service.

In 2012, they left the corporate world behind and opened Ledger & Lane with a clear purpose: bring the same expertise they gave billion-dollar companies to the business owner down the street and the family filing their taxes.

Twelve years later, that mission hasn't changed. We've grown from two desks in a shared office to a team of four serving over 2,400 clients. But we still pick up the phone. We still explain things in plain English. And we still believe everyone deserves an accountant who actually cares.

The Team

Meet the People Behind the Numbers

Sarah Lane

Co-Founder, CPA

15 years in public accounting. Specializes in small business tax strategy and advisory. Known for making complex tax code actually understandable.

Marcus Ledger

Co-Founder, CPA

Former Big Four auditor turned small business advocate. Runs the bookkeeping and payroll operations. Obsessed with clean, organized financials.

Rachel Torres

Senior Accountant

8 years of experience in corporate and small business accounting. Manages monthly bookkeeping clients and quarterly reviews.

David Kim

Tax Specialist

Enrolled Agent with deep expertise in individual and multi-state tax returns. Your go-to for anything the IRS throws at you.

Our Approach

How We Work With You

We don't just react to problems. We get ahead of them.

Proactive Planning

We don't wait for tax season to start thinking about your taxes. Year-round planning means fewer surprises and more savings when it matters.

Tech-Forward

Secure client portals, cloud-based collaboration, and digital document sharing. Access your financials anytime, from anywhere.

Personalized Service

Cookie-cutter solutions don't work. Every client gets a tailored strategy based on their specific situation, goals, and industry.

Credentials

Qualifications You Can Count On

CPA Licensed

Certified Public Accountants in good standing with the State Board of Accountancy

IRS Enrolled Agents

Federally authorized to represent taxpayers before the Internal Revenue Service

Continuing Education

40+ hours annually of continuing professional education to stay current

AICPA Member

Active members of the American Institute of Certified Public Accountants

Want to Work With Us?

We'd love to learn about your financial goals. Your first consultation is always free and comes with zero pressure.

Get in Touch

Two CPAs on a Mission to Make Accounting Less Intimidating