Annual tax-prep before filing season
Engagement
Annual Tax-Prep Package
Timeline
Q1 2026
Industry
Consulting
The starting point
A consultant heading into filing season with a full year of partial categorization. CPA waiting. Books not ready.
They need a full-year cleanup and a deliverable formatted for the tax preparer. Not advice. Books.
Annual Tax-Prep Package at $599: full-year cleanup plus CPA-ready formatting. One-time.
Deliverable: a full year of categorized, reconciled books formatted for a CPA or tax preparer. Ledgier does not file the return.
Annual Tax-Prep
$599 · one-time package
$599
One-time package fee
12mo
Covered in this package
What gets handled
Twelve months of transactions categorized. Accounts reconciled. Deliverable shaped for the CPA. Plain-English summary included.
The price is on the pricing page. No quote request needed for this package.
Bookkeeping only. No tax advice implied.
After the package
The CPA gets a clean file. The freelancer stops apologizing for the mess.
If books are more than a year behind, Catch-Up after a free scope call is the path instead.
support@ledgier.com · (888) 791-4383
