Stress-Free Tax Season with Our Professional Tax Services
At Mod Ledger, we understand that tax season can be overwhelming. Our professional tax services are designed to provide clarity and peace of mind, ensuring your tax filings are accurate, compliant, and optimized to benefit you.
What We Offer
At Mod Ledger, we provide professional tax services that go beyond just filing forms. Our approach is proactive, educational, and always centered on your unique financial needs.
Here’s what you can expect when you work with us:
- Individual & Business Tax Filing
Whether you’re self-employed, a business owner, single, individual, or filing jointly, we handle all types of returns with care and precision.
- Year-Round Tax Planning
We help you make strategic decisions throughout the year to minimize tax liabilities and prepare for future financial goals.
- State & Federal Compliance
Stay on the right side of the IRS and your state. We manage your tax-filed forms and ensure you’re fully compliant.
- Education & Transparency
We explain the “why” behind your return, empowering you with the knowledge to understand your finances — not just submit them.
Why Choose Mod Ledger's
Professional Tax Services?
Expertise
You Can Trust:
Our team stays updated on the latest tax laws and regulations to ensure your filings are accurate and beneficial.
Personalized Attention:
We take the time to understand your unique financial situation, tailoring our services to meet your specific needs.
Transparent Pricing:
At Mod Ledger, we believe in upfront pricing with no hidden fees. Our commitment to superior customer service means educating our clients about their taxes is at the core of our mission.
Convenient Scheduling:
With flexible meeting options, including virtual consultations, we make it easy to get the assistance you need without disrupting your busy schedule.
From Tax Chaos to Confidence
Tax season doesn’t have to feel like complete chaos. Forget the receipt pileups, the late-night deduction guessing games, or trying to decode tax forms like they’re written in ancient symbols.
At Mod Ledger, we specialize in turning stress into clarity. Our team of tax professionals handles the heavy lifting — maximizing your deductions, and ensuring nothing gets overlooked. Think of us as the ones who complete your accounting puzzle, making sure every piece fits just right.
This year, skip the panic and embrace peace of mind. With Mod Ledger by your side, tax time becomes smooth, simple, and (dare we say) satisfying.
Our Tax Process
Schedule Initial Meeting
Collect Your Documents
We Prepare Your Return
Final Review & Filing
Your Meeting Options
- 2 Virtual Meetings Via Zoom
- 2 In Person Meetings at Mod Ledger
- Virtual Meeting, then In Person Meeting
- In Person Meeting, then Virtual Meeting
Ready for Your Meeting? Here’s What to Bring
Please gather the following items to bring to your tax appointment.
In Person Meeting
1. Driver’s License or Passport
2. Social Security Numbers
3. Bank Routing & Account Numbers
4. All Tax Documents for the tax filing year
5. Your Prior Year Tax Return
If you prefer to complete the client information intake form on paper, please arrive for your tax appointment 15 minutes early.
Virtual/Zoom Meeting
1. Driver’s License or Passport
2. Social Security Numbers
3. Bank Routing & Account Numbers
You will receive an email containing a link from Canopy Tax to create a secure portal login. In your portal, you can complete your Client Intake Information Form electronically.
Through your portal, please also upload all of the tax documents you received for the tax filing year and your prior filed tax return (if we didn’t file it for you).
Please look for tax documents pertaining to all of these items that apply to you for your tax appointment:
Income
Wages or Salary (W-2 Income)
Unemployment
Pension/Retirement Income
Rental Income
Farm Income
Dividend/Sale of Stocks
Interest Income
Self-Employment Income
Alimony Received
Lottery or Gambling Income (W-2G)
Social Security Income
Tips
Expenses
IRAs
Property Tax
Mortgage Points (Closing Points)
Business Owner/Self-Employed
Tax Preparation Expenses
Union Dues
Education Expenses
Significant Loss or Theft
Charity or Religious Contributions
Mortgage Interest
Moving Expenses
Medical Expenses
Alimony Paid
Bought or Sold Home
Other Job Related Expenses
Let’s Get Started
Don’t let tax season overwhelm you. Schedule your appointment for professional tax services with Mod Ledger today and experience the ease of working with dedicated tax professionals.
