What we handle
Your taxes shouldn’t become a once-a-year panic. We give you a predictable, well-organized tax system that stays clean and compliant.
- Core tax services
- Planning & advisory
- Documentation & support
- Integrated with your finance system
Your tax work becomes simple, accurate, and predictable.
Core tax services
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
Expert 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.
Our AI scans your books for gaps and anomalies. Your specialist reviews findings and creates a clear action plan.
AI continuously tracks income patterns and calculates liability projections. Your specialist reviews quarterly and adjusts strategy.
Automated systems compile documentation and flag adjustments. Your specialist reviews everything for accuracy and optimization.
AI validates every line against source data. Your specialist performs final review before filing. Zero errors.
Every filing is AI-validated and expert-approved, combining speed with certainty.
What you get every year
Federal + state + multi-state filings, delivered accurately and documented.
Clear amounts, deadlines, and rationale, sent ahead of time.
All schedules, work papers, forms, and supporting docs stored neatly.
A simple overview explaining what changed, why it changed, and what to expect next year.
Who we support
- Consulting & advisory
- Creative & digital agencies
- Legal & compliance practices
- Healthcare clinics
- Technology & IT service providers
- Nonprofits & foundations
- Multi-entity / multi-state operations
Connected finance system
What service leaders say
For the first time in years, I knew our tax bill three months before it was due. No scramble, no surprises.
— CFO, Management Consulting Firm (45 employees)
They found $52K in missed deductions from our previous accountant's filings. Paid for two years of service.
— Managing Partner, Healthcare Practice
Yes, including multi-state compliance.
Yes. We can file for you or collaborate with your firm.
Yes, we advise on structures for service firms.
Yes. Quarterly planning is a core part of our service.
We handle cleanup through Bookkeeping before tax work begins.
We provide document support and help you respond to notices.
Tax work that stays clean, predictable, and stress free
Ledgrix keeps your firm compliant and helps you plan with confidence.