Sample site. Ledger & Co is invented. Every name, price and review on it is invented too.
Direction 2 of 8: Swiss Grid · Signal Red ▾
Why it is built this way ▾

The features a site in this trade needs. Each one is working somewhere on this sample:

  1. Deadline countdownThe next filing or estimated payment date sits in the strip at the top, which is what moves a prospect from thinking about it to booking.
  2. Packages with pricesPublished monthly tiers let a business owner check the fit before booking, so the consultations that come in are worth having.
  3. Who we work withContractors, medical practices, ecommerce sellers and property investors each get named, because that is how they search.
  4. Secure document intakeAn upload route through the portal replaces emailed tax forms, so sensitive documents stay out of inboxes.
  5. Switching in three stepsChanging accountants feels like a hassle, so the site lays out how records move across and when reporting starts.
Q4 estimated payments due January 15Call (555) 010-2291
Book a consultation
Home / Contact

Book a consultation

Two minutes on a phone. We reply within the hour during opening times.

This is a sample site, so nothing was sent. On a real askotter site this request lands in the owner's text thread within seconds.
Visit or call

305 Mercer St, Suite 4

Brindle Falls, WI
(555) 010-2291

Mon to Fri8am to 5pm
Feb to Apr 15Mon to Fri 8am to 7pm, Sat 9am to 1pm
SunClosed
Clients come from
Brindle FallsWest BrindleOtterbyHalsted MillsCrane LakeVossburgLedger & Co
  • Brindle Falls
  • West Brindle
  • Otterby
  • Halsted Mills
  • Crane Lake
  • Vossburg
How it works

What happens after you send it

1

Book a consultation

A free 30-minute call or visit where we look at what you have now and what you need done.

2

Send your documents

Upload through the secure portal, or drop them at the front desk. We tell you what is missing within two business days.

3

Review and sign

We walk you through the return or the first month of reports before anything is filed, and you sign electronically.

Questions

Before you book

What your tax return will cost →

Are you taking new clients?

Yes, for individual returns until February 28 and for bookkeeping and business clients year round.

How do I send documents?

Through the secure client portal, which we set up after your consultation. You can also drop paper documents at the front desk.

Can you work with me remotely?

Yes. About half our clients never visit the office, since we meet by video and you sign everything electronically.

What does switching from my current accountant involve?

We request your records from them, reconcile and bring the books current, and monthly reporting starts the following cycle.

Call (555) 010-2291