SERVICES

Our Integrated Solutions are designed to simplify operations and support growth for solopreneurs and small-to-midsized businesses through expert bookkeeping, compliance, and tax services.

For individuals and businesses seeking flexibility, explore our Tailored Solutions to customize services or enhance any of our existing packages.

Integrated Business Solutions

Streamlined bookkeeping, compliance, and tax services to simplify and support your business.

Whether you’re a solopreneur or a growing business with employees, these packages offer essential tools and expert support to simplify your operations.
If you’re looking to enhance your package, explore our tailored offerings for individuals and businesses.

All Packages Include:

  • Secure Portal & Document Transfer

Essence

  • Individual Income Tax Preparation

  • Business Income Tax Preparation

  • Quarterly Estimate Guidance

    (Prior Year Safe Harbor Method)

Elevation

  • Individual Income Tax Preparation

  • Business Income Tax Preparation

  • Quarterly Estimate Guidance

    (Prior Year Safe Harbor Method)

  • Income Tax Planning Session

  • Extension Choice

  • Tax Return Summary Report

Expansion

  • Individual Income Tax Preparation

  • Business Income Tax Preparation

  • Quarterly Estimate Guidance

    (Prior Year Safe Harbor Method)

  • Income Tax Planning Session 1

  • Extension Choice

  • Tax Return Summary Report

  • Tax Return Summary Video

  • Income Tax Planning Session 2

  • Ongoing Messaging/Call Support

Tailored Solutions

Custom solutions for individuals and businesses, designed to fit your unique needs.

In addition to the packages above, we offer targeted services to address specific, high-impact needs
Our focus is on providing support that is practical, relevant, and suited to your situation.

All Services Include:

  • Secure Portal & Document Transfer

  • Targeted Messaging/Call Support †

  • Whether it’s a life change, a shift in income, or a new financial goal, tax planning can help you navigate complex decisions. Model & Ledger provides tailored tax planning services to evaluate your options and guide you toward informed choices.

  • Filing as an S-Corporation can help you keep more of your earnings, but it’s not the right choice for everyone. Model & Ledger offers S-Election consulting to estimate the impact on your tax liability and can assist with filing the election if you decide to move forward.

  • Choosing the right business entity can impact your tax strategy, liability, and overall operations. Model & Ledger offers consultation to help you understand the tax implications of various business structures, including partnerships, LLCs, and corporations. Our focus is on providing insights into how each structure might affect your business's tax situation, helping you make an informed decision.

  • Starting your own business comes with a lot of financial decisions, and the right approach looks different for everyone. Model & Ledger offers consultations for newly self-employed individuals, providing personalized guidance based on your unique situation. Whether you're looking for a one-time educational session or ongoing support, we help you navigate the tax and accounting considerations that matter most to you.

* Annual 1099 Compliance Services: We will review the accounting records you provide to identify vendors requiring 1099 filings based on IRS thresholds. If filings are required, we will prepare and submit the required 1099 forms to the IRS. Note: The Elevation and Expansion packages include up to five (5) 1099 forms. Additional forms will incur extra charges as outlined in an engagement letter.

** Ongoing Messaging/Call Support: Includes reasonable messaging and calls for questions related to the services covered by the Service Level and Pricing Agreement (SLPA). You are encouraged to ask questions, seek clarification, and discuss matters connected to your core services without worrying about hourly fees. Inquiries requiring substantial research, analysis, or work beyond the agreed scope may incur additional fees and require a separate agreement. See the SLPA for details.

† Targeted Messaging/Call Support: Includes limited access for brief, service-specific questions related to the services covered by the Service Level and Pricing Agreement (SLPA). It’s best suited for clarifications like timelines, documentation needs, or straightforward how-to questions. This support does not include broader guidance, follow-up calls, educational walkthroughs, or availability for extended back-and-forth. Inquiries requiring substantial research, analysis, or work beyond the agreed scope may incur additional fees and require a separate agreement. See the SLPA for details.

Our firm provides the information on this website for general informational purposes only and does not offer legal, tax, accounting, investment, or consulting services through this site. The content is not intended as a substitute for professional advice tailored to your specific circumstances. For guidance relevant to your individual situation, we encourage you to consult a qualified professional familiar with all the facts of your case.

Please note that the content on this site cannot be used by any taxpayer to avoid penalties imposed by tax authorities. The information is provided "as is," without warranty of completeness, accuracy, or timeliness, and we do not guarantee its suitability for any particular purpose. The information is subject to change without notice. If you're seeking more personalized advice, our team is available to discuss your specific needs.

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