Contact Us
Whether you have a quick question or want to schedule a free consultation, we'd love to hear from you.
Fill out the form below and we'll get back to you within one business day. For urgent matters, give us a call.
Prefer to reach out directly? Here's how to find us.
320 Commerce Drive, Suite 200
Oakridge, ST 45230
(555) 482-7300
hello@ledgerlane.com
FAQ
We'll spend about 30 minutes learning about your financial situation, answering your questions, and recommending the services that make sense for you. There's no obligation, no hard sell. If we're a good fit, great. If not, we'll point you in the right direction.
For the initial consultation, just bring a general idea of your financial situation. For tax preparation, we'll send you a detailed checklist once you become a client. Common items include W-2s, 1099s, mortgage interest statements, and charitable donation receipts.
We provide a written quote before starting any work, based on the complexity of your situation. Our starting prices are listed on our Services page. We never bill more than the quoted amount without discussing it with you first.
Absolutely. Many of our clients never step foot in our office. We use a secure client portal for document sharing, and meetings can happen over phone or video call. We serve clients across the entire state.
Individual returns are due April 15th. Business returns (S-Corps and partnerships) are due March 15th. Quarterly estimated tax payments are due in April, June, September, and January. We'll make sure you never miss a deadline.
A relaxed conversation, not an interrogation. We'll ask about your goals, walk through your current financial picture, and explain how we can help. You'll leave with a clear understanding of next steps and a written quote if you'd like to move forward.
Your first consultation is free. Call us today or fill out the form above and we'll reach out within one business day.