Plano & North Dallas · Since 2012

Your CPA should call you before April does.

Most tax bills are decided in June, September, and December — not at the filing deadline. We work your numbers all year on a flat monthly fee, so filing season is a formality, not a fire drill.

  • Licensed Texas CPA
  • Flat Monthly Pricing
  • IRS Representation
  • Year-Round Strategy
Accountant reviewing financial statements with a calculator
Services

Strategy first. Filing is the easy part.

Business Tax Prep & Strategy

Federal and Texas franchise returns built on a plan we set with you months earlier — not reconstructed from a shoebox in March.

Individual Returns

Personal returns for owners, RSU-heavy tech employees, and rental landlords — filed accurately, with next year’s plan attached.

IRS Representation & Audits

Notices, audits, and back-tax cases handled by a licensed CPA who speaks to the IRS so you don’t have to. Power of attorney on day one.

Quarterly Planning

Four scheduled strategy sessions a year: projected liability, adjusted estimates, and moves to consider before each quarter closes.

S-Corp Elections & Entity Strategy

LLC, S-corp, or stay put? We run the numbers on your actual profit and payroll before recommending a structure — never a one-size answer.

Payroll & Sales Tax

Payroll filings, Texas sales tax returns, and 1099s handled on a calendar we manage — so a missed deadline never becomes a penalty letter.

14+ Years serving North Texas
480+ Business clients on monthly plans
4 Strategy sessions per year, standard
$350–950 Monthly business packages
Ledger & Oak CPA office in Granite Park, Plano
Why Ledger & Oak

Your books talk to your taxes. Finally.

Most small businesses pay two strangers who never speak: a bookkeeper who closes the months and a tax preparer who sees the numbers once a year. Ledger & Oak closes that gap — the same team that watches your monthly numbers plans and files your taxes, so nothing gets discovered in April that should have been acted on in June.

We work on flat monthly packages between $350 and $950 for businesses, scoped in writing before you sign. No hourly meter running when you call with a question — asking your CPA something should never cost you money.

  • One team for books, planning, and filing
  • Flat monthly fee — questions are always included
  • Quarterly strategy sessions on the calendar, not "as needed"
  • Licensed Texas CPA signs every return
How it works

From shoebox to strategy in three steps.

  1. 1

    Free consultation

    Bring last year’s return. We review it together, flag what we’d look into, and quote your flat monthly package in writing — no obligation.

  2. 2

    Clean-up & baseline

    We get your books current, map your entity and payroll setup, and build a tax projection so you know where the year is heading.

  3. 3

    Year-round rhythm

    Quarterly strategy sessions, adjusted estimates, and a filing season that’s already done by the time everyone else starts panicking.

Reviews

What owners say after their first full year.

“My old preparer saw my numbers once a year. Ledger & Oak caught an S-corp election in our June session that made a real difference for us — timing I would have missed entirely on my own.”
Danielle R. Agency owner · Frisco
“I got an IRS notice that made my stomach drop. Marcus took power of attorney, handled every call, and closed it out. I never spoke to the IRS once.”
Victor M. Restaurant owner · Plano
“The flat fee changed how I use a CPA. I actually call before making decisions now — equipment, hiring, a second location — because the meter isn’t running.”
Sarah & James K. E-commerce founders · McKinney
Questions

Asked in almost every consultation.

What do your monthly packages cost?

Business packages run $350–$950/month depending on entity type, transaction volume, and whether payroll and sales tax are included. Standalone individual returns typically run $325–$650. You get an exact written quote before you commit.

Can you guarantee a bigger refund or lower tax bill?

No — and be cautious of anyone who does. What we can promise: a licensed CPA reviews every legitimate deduction, credit, and election available to your situation, on a schedule that leaves time to act. Results vary with each client’s facts.

Is an S-corp election right for my LLC?

Sometimes — it depends on your profit level, reasonable salary for your role, and payroll costs. For many of our typical clients it makes sense above roughly $60–80k of net profit, but we model your actual numbers before recommending anything.

I got an IRS notice. How does representation work?

We start with a power of attorney (Form 2848) so the IRS talks to us, not you. Notice responses are often included in monthly packages; standalone audit representation is quoted flat after we read the notice — usually $1,500–$5,000 depending on scope.

My books are a mess. Can you still take me on?

Yes — most new clients arrive mid-mess. Catch-up bookkeeping is quoted as a one-time project before your monthly package starts, so you know the full cost of getting clean before you sign anything.

Book your free consultation.

Bring your last return and 30 minutes. You’ll leave knowing what we’d look into and exactly what a flat monthly package would cost — obligation-free.

(972) 555-0143 Mon–Fri 8:30am–5:30pm · Extended hours Feb–Apr Texas State Board of Public Accountancy · Marcus Oakley, CPA — License #108442