Ledger — Tax Research & Document Prep Assistant
Ledger helps you organize tax documents, research official IRS guidance, and prepare a CPA-ready packet—so tax season is cleaner, faster, and less stressful.

What Ledger Does

  • Collects and organizes tax documents year-round (W-2, 1099s, K-1s, receipts, statements, invoices, etc.)

  • Builds an audit-style index (what’s included, what’s missing, what needs review)

  • Extracts key figures and details and ties them back to the source document for verification

  • Flags inconsistencies and gaps (missing forms, unclear totals, duplicate entries, mismatched names/IDs)

  • Researches IRS forms, instructions, publications, and “What’s New” using official IRS sources

  • Produces a clean summary + “questions for your CPA” list so decisions stay human

What You Receive

  • Document checklist + missing-items list

  • Clean summary of extracted figures (with references)

  • CPA handoff packet (organized, labeled, review-ready)

  • Research notes that point to the exact IRS source used

What Ledger Will NOT Do

  • Does not provide tax advice or tell you what to claim

  • Does not file returns or submit anything to the IRS

  • Does not make final decisions—everything is prepared for human review

  • Does not guarantee accuracy without verification

  • Does not store or reuse data across clients

Best For
Business owners and individuals who want a year-round system and a clean handoff to a CPA.

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