ledgerpathTAXLet’s talk

PRIVATE CLIENT TAX   /   CPA FIRM SUPPORT

Tax preparation for
complex financial lives.

Ledgerpath combines tax preparation with purpose-built software for high-net-worth individuals, families and the established CPAs who advise them.

Discuss your return See our approach

For individuals, families & the CPAs who advise them.

TAX EXPERTISE
RESEARCH & TECHNOLOGY

UC Berkeley
Andersen
perplexity

OUR FOCUS

Preparation that reflects
the full picture.

Multiple investments. Different income sources. A stack of documents that grows every year. We bring structure to the detail, so your tax return reflects the full picture.

Investment-rich lives

Brokerage statements, capital gains and investment income, brought together in a consistent preparation process.

1099s · Capital gains · Cost basis

More than one income stream

Partnership interests, rental properties and business income, with supporting records organised around the return.

K-1s · Rental income · Business interests

The details that matter

Equity compensation, charitable giving and the questions that need a closer look, surfaced early in the process.

Equity · Giving · Supporting schedules

OUR APPROACH

From source records
to a prepared return.

We use software to organise documents and support preparation. The process is structured around the return, with open questions resolved and responsibilities agreed before work begins.

Talk through your situation
  1. 01

    Start with the full picture.

    We discuss your income sources, investments and prior-year return to define the scope and information needed.

  2. 02

    Connect the documents.

    Software helps organise source records, bring information together and identify questions to resolve.

  3. 03

    Prepare with care.

    Build the 1040 preparation package and supporting schedules, with attention to the complexity behind each number.

  4. 04

    Make room for review.

    Resolve open questions and agree the review and filing responsibilities for your engagement before work begins.

WHO WE WORK WITH

For individuals.
For CPA practices.

A single place to start.

If your financial life has outgrown a straightforward return, let’s talk. We’ll work through your situation, what needs preparing and how we can help.

Discuss your tax needs

FREQUENTLY ASKED QUESTIONS

Before we begin.

Who is Ledgerpath Tax for?

We focus on software-assisted individual income tax preparation for high-net-worth individuals and families, alongside preparation support for established CPA firms.

Do you work with my existing CPA?

We can discuss preparation support alongside your existing CPA. The division of work, review and filing responsibilities is agreed at the start of each engagement.

Is the entire return prepared automatically?

Our approach combines software-assisted preparation with human attention to the details. A complex financial situation still calls for professional judgment and careful review.

How do pricing and onboarding work?

Start with a conversation about your situation or practice. We’ll agree the scope, fees, timeline and document-sharing arrangements before you engage us.

CONTACT LEDGERPATH

Discuss your tax
preparation needs.

Tell us about your situation or your practice.
We will follow up to discuss scope and next steps.

Start a conversation rory@ledgerpathai.comInitial enquiries only. Please don’t email tax documents.