Secure Tax Intake Available Online · Serving Individuals & Businesses (240) 555-0101 · info@firstledgertax.com
Professional Tax Preparation

Professional Tax Preparation Made Clear, Secure, and Stress-Free

FirstLedger Tax helps individuals, self-employed taxpayers, and businesses prepare taxes with confidence through secure intake, organized document collection, professional review, and clear next steps.

Individual & Business Tax PreparationSecure Online Document UploadHuman-Reviewed ProcessPrior-Year & Notice Support
Tax preparer meeting with client
Tax services

Tax preparation services built around real client needs.

Professional support for individual filers, self-employed taxpayers, small businesses, prior-year returns, and IRS/state notice needs.

Tax preparer reviewing individual tax documents with client
Individual

Individual Tax Preparation

For W-2, 1099, family, credit, and common 1040 filing needs.

Explore Individual Tax
Business owner meeting with tax advisor
Business

Business Tax Preparation

For Schedule C, S-Corp, partnership, and corporation tax preparation.

Explore Business Tax
Self-employed client consultation
Self-employed

Self-Employed / Schedule C

For contractors, freelancers, side businesses, and sole proprietors.

View Self-Employed
Corporate tax strategy meeting
Entity

S-Corp / Partnership / Corporate

Structured return preparation for active business entities and owners.

View Entity Tax
Organized prior-year tax folders and records
Prior-year

Prior-Year Returns

Catch-up filing support when records are incomplete, late, or behind.

Get Prior-Year Help
Tax professional reviewing notice letter with client
Notices

IRS & State Notice Help

Organized intake for notice review, response planning, and next steps.

Review Notice Help
Why choose FirstLedger Tax

A More Organized Way to Prepare Your Taxes

We combine professional tax preparation service with a secure, structured intake process so clients know what to submit, what is missing, and what happens next.

Secure online intake
Organized document collection
Human-reviewed tax preparation
Support for individuals and businesses
Prior-year and IRS/state notice support
Clear communication from intake to completion
Client Portal

Access Your Client Portal

Returning clients can access their secure portal to review requests, upload documents, check messages, and manage tax preparation next steps.

Portal access should be secure.

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How it works

A clear path from intake to final next steps.

Complete Your Intake

Tell us about your tax situation.

Upload Documents Securely

Submit tax forms and supporting records through the secure upload path.

We Review Your Information

Our team reviews your intake and identifies any missing items.

Tax Preparation Begins

Your return moves through preparation and review.

Final Review & Next Steps

We communicate signatures, final review items, delivery, and filing instructions.

Pricing preview

Clear starting points. Final pricing after review.

Our starting prices are positioned slightly below common market averages while keeping final pricing tied to complexity and document readiness.

Individual

Standard 1040

From $249

National range: $220 – $400

For W-2 and straightforward individual returns.

Business

1120 / 1120S / 1065

From $849

National range: $900 – $2,500

For business returns requiring financial records and ownership context.

Prior-year / Notice

Custom Quote

After review

Pricing depends on years, notice type, records, deadlines, and complexity.

Final pricing depends on complexity, document completeness, number of states, prior-year issues, bookkeeping condition, and deadline requirements.

Client reviews

Professional, organized, and easier to start.

Sample testimonials below can be replaced with verified client reviews.

The intake process was clear and the document requests made sense. I knew exactly what to submit next.

Andrea T.
Individual Tax Client

As a business owner, I appreciated the structured process and clear records checklist before tax preparation started.

Paul R.
Business Client

I came in with prior-year issues and a notice. The team made the next steps easier to understand.

Shelby M.
Prior-Year / Notice Client
FAQ

Questions clients ask before they begin.

Compliance-friendly answers that reduce hesitation without overpromising.

Do you prepare both individual and business returns?

Yes. FirstLedger Tax supports individual filings, self-employed taxpayers, and business returns for a range of entity types.

Can I upload documents online?

Yes. The site includes a secure upload path and can connect to your chosen secure portal provider.

Can you help with IRS or state notices?

Yes. We help organize notice intake and next-step planning. Do not ignore agency deadlines while waiting for review.

Do you guarantee refunds?

No. We do not guarantee refunds. Outcomes depend on each client’s facts, documents, and applicable tax law.

Is my information reviewed by a person?

Yes. Human review remains part of the process and final filing decisions are not automated by the website.

Ready to Start Your Tax Preparation?

Start with secure intake and let FirstLedger Tax guide your next steps.