Individual Tax

Who prepares your taxes matters

Are you relying on generic tax software to understand the complexities of your finances? Work with a dedicated professional who has deep expertise in tax law and financial planning.

An advisor reviewing personal financial documents with a client
Strategy firstSavings before filing

More than a return — a plan

At ProLedger, we take the time to review your complete financial situation and identify strategies to help you achieve your financial goals. A tax return is the output; the real value is in the questions we ask before it’s filed.

As your financial responsibilities grow — a new home, equity compensation, a side business, rental property, retirement accounts — so should the level of expertise managing them. Isn’t it time to work with a professional who can offer the guidance you deserve?

What’s Included

Personal tax services, end to end

Tax Preparation

Accurate federal, state, and local returns — prepared, reviewed, and e-filed by professionals who stand behind their work.

Tax Planning

Year-round projections and strategy sessions so decisions about income, deductions, and timing happen before deadlines — not after.

Retirement & Savings Strategy

IRA, 401(k), and HSA contribution planning that coordinates tax savings today with the future you’re building.

Life-Event Guidance

Marriage, home purchase, new baby, inheritance, equity compensation — we model the tax impact before you sign.

Multi-State Filings

Moved during the year? Working remotely across state lines? We untangle residency and nonresident filing requirements.

Amended Returns & Cleanup

Found an error in a prior year? We review, amend, and recover refunds you may have left on the table.

Who It’s For

You’ve outgrown do-it-yourself software if…

  • You itemize, own rental property, or have investment or equity income
  • You run a side business or receive 1099 income
  • You moved between states or work remotely for an out-of-state employer
  • You had a major life event — marriage, home purchase, inheritance
  • You suspect you’ve been overpaying and nobody has ever checked
Talk to Us
Common Questions
Your last two years of tax returns, current-year income documents (W-2s, 1099s, K-1s), and any notices you’ve received. We’ll send you a simple checklist before we meet — and we accept everything securely online.
Absolutely. We serve clients across the country through secure document sharing, e-signatures, and video meetings. State-specific rules are part of our everyday work.
Software fills in the boxes you already know about. We review your complete financial situation, ask about what’s changing next year, and identify strategies software will never suggest.

Stop guessing at your own taxes

Schedule a free consultation and find out what a complete-picture review of your finances turns up.