About Ledgerist

Ledgerist brings tax planning, preparation, and bookkeeping together to help individuals, small-business owners, and creatives make informed financial decisions. We connect the details in your records with the tax implications of your next step.

For business owners, our work includes S-corporation elections and timing, entity tax classification, partnership and corporate returns, K-1 reporting, and reasonable compensation considerations for S-corporation owners. Payroll setup and bookkeeping review and cleanup help connect the tax plan with day-to-day operations.

For individuals, planning topics include restricted stock units (RSUs), stock-compensation reporting and cost basis, retirement contributions and distribution timing, and the interaction of personal and business income. We also work through complex return issues involving 1031 exchange reporting, asset basis, depreciation, and federal and state reporting.

Our approach starts with understanding your goals, reviewing relevant financial records, and identifying practical planning priorities. Clear explanations and coordinated preparation turn technical analysis into useful next steps.

With offices in Atlanta and Las Vegas, we work with clients across the United States through convenient remote appointments. We provide personalized tax guidance in English or Spanish, so you can discuss your goals in the language you prefer.