Precision. Integrity. Trust.

Providing comprehensive tax, accounting, and advisory services to high-net-worth individuals and corporate entities for over 40 years.

Corporate Tax

Strategic tax planning and compliance for mid-market businesses, ensuring compliance while minimizing corporate tax liability across jurisdictions.

Audit & Assurance

Rigorous financial statement audits, reviews, and compilations providing transparency and absolute confidence for stakeholders and creditors.

Wealth Advisory

Holistic estate planning, trust administration, and private wealth management tailored to preserve and transition multi-generational assets.

"Ledger & Co. has been instrumental in restructuring our corporate entities and dramatically optimizing our multi-state tax strategy."

— CEO, Horizon Manufacturing Group

Practice Areas

Tax Returns & Planning

  • Individual Income Tax Preparation (Federal & State)
  • Corporate, Partnership & LLC Tax Returns
  • Estate & Trust Tax Returns (Form 1041, 706)
  • Multi-State Tax Allocation & Apportionment
  • IRS & State Revenue Audit Representation

Accounting Services

  • Outsourced CFO / Controller Services
  • General Ledger Maintenance & Reconciliation
  • Financial Statement Preparation (GAAP)
  • Payroll Processing & Tax Compliance
  • Cash Flow Forecasting & Budgeting

Audit & Assurance

  • Financial Statement Audits (Non-public)
  • Reviews & Compilations
  • Employee Benefit Plan Audits
  • Internal Controls Evaluation & Design
  • Forensic Accounting & Fraud Investigation

Advisory Services

  • Mergers & Acquisitions Due Diligence
  • Business Valuation Services
  • Succession Planning
  • Entity Selection & Restructuring
  • Software Implementation (QuickBooks, NetSuite)

Our Partners

William Ledger, CPA

Managing Partner

Over 30 years of experience in corporate tax strategy and complex forensic accounting. Former Big Four executive.

Eleanor Vance, CPA, CFA

Partner, Wealth Advisory

Specializes in high-net-worth individual taxation, estate planning, and multi-generational wealth preservation strategies.

Robert Chen, CPA

Partner, Audit & Assurance

Leads the firm's audit practice. Expert in GAAP compliance and internal controls for mid-market manufacturing and tech firms.

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