Tax Preparation Service
Federal and state returns, prepared by people who know your books
We help businesses maintain accurate books, streamline financial operations, and deliver timely reports that support confident decision-making.
Mr. Mahaveer Inani
Founder & CEO
Credentials & Certifications
Backed by Recognized Industry Bodies
Certified Public Accountant (US CPA)
Chartered Accountant
Cost Accountant
IRS Enrolled Agent (EA)
QuickBooks ProAdvisor
Xero Certified
Five outcomes owners tell us matter most
Not a feature list — the actual shifts business owners notice within their first few months on the monthly plan.
You stop dreading April
Your preparer works from books that are already reconciled, so there's no scramble to reconstruct a year of records.
One fee, set before we start
Your price is quoted upfront based on entity type and complexity, and it doesn't move once we begin.
Deadlines are handled, not chased
Federal, state, and estimated payment dates are tracked for you, with extensions filed automatically if needed.
You keep more of what you made
Deduction and credit reviews are built into every return, not billed as a separate planning engagement.
An audit doesn't mean you're alone
If a return is questioned, your preparer represents it — you're not left explaining your own filing to the IRS.
What’s Included
Every return comes fully prepared
No add-on modules to piece together — this is what happens on every return, every season.
Federal & State Returns, Fully Prepared
Every business and personal return prepared, reviewed, and e-filed on your behalf across every state you operate in.
Deduction & Credit Review
Every eligible deduction and credit checked against your books before filing.
Quarterly Estimated Payments
Calculated and scheduled so you never owe an underpayment penalty.
A Dedicated Preparer
A CPA or enrolled agent assigned exclusively to your account, available year-round.
Prior-Year Amendment Review
Past returns checked for missed deductions worth amending.
IRS Representation & Defense
Your preparer handles audits and IRS notices end-to-end.
Year-Round Tax Planning
Quarterly check-ins to adjust strategy and plan for estimated taxes.
Multi-State Tax Compliance
All state filings tracked, prepared, and submitted on schedule.
How we work
From signup to your filed return
Consultation
Understand your entity type, filing complexity, and prior-year history.
Document Collection
Securely upload W-2s, 1099s, prior returns, and books through our portal.
Draft Return & Review
Your preparer builds the return and walks you through it before filing.
E-File & Confirm
Your return is filed and a confirmation copy lands in your inbox.
Year-Round Support
Estimated payments, planning check-ins, and audit response as needed.
Client Results
From two years of unfiled returns to fully current
A family-run logistics company hadn’t filed a business return in three years. Their prior accountant had gone quiet, an IRS notice had arrived, and the owner was fielding calls from a revenue officer with no idea what she owed or why — days from a levy on the company’s bank account.
Her preparer rebuilt three years of returns from bank statements alone, negotiated a payment plan directly with the IRS, and filed everything within six weeks — stopping the levy before it hit. She’s now current, on a monthly plan, and has never missed a deadline since.
3 Years of Returns Rebuilt
Reconstructed entirely from bank statements
6-Week Turnaround
Filed and levy stopped before it hit
100% On-Time Since
No missed deadlines on a single filing after
Why Firms Choose Us
What sets a Smartledger engagement apart
| Typical Firms | Smartledger | |
|---|---|---|
| Close deadline | Best-effort timing | On-time close guarantee |
| Oversight of your books | Bookkeeper only | Reviewed by a CPA every cycle |
| Balance sheet integrity | Rarely checked | Verified line-by-line, monthly |
| Approach to issues | Reactive, after you ask | Flagged proactively, before they grow |
| Accounting standards | Inconsistent | GAAP-consistent, every entry |
| Tax-season readiness | Rushed at year-end | Tax-ready at every monthly close |
| Supporting documentation | Loose or missing | Fully documented and audit-ready |
| Query handling | Ad hoc, no process | Structured inquiry & response SOP |
Protecting What Matters Most:
Your Data's Safety Is Our Top Priority
Your financial data is protected with encrypted cloud storage, restricted team access, secure authentication and signed confidentiality agreements. Every layer of our security infrastructure is designed to safeguard your information so you can focus on growing your business with complete confidence.
Who We Serve
Built for the way your industry runs
Our bookkeepers specialize by industry, so your books reflect how your business actually operates.
Real Estate
Property-level P&L, CAM reconciliations
Property Management
Tenant billing, maintenance & escrow tracking
Construction
Job costing, WIP schedules, AIA billing
Retail and E-Commerce
Multi-location, POS, inventory & tax nexus
Manufacturing
Cost accounting, BOM & inventory valuation
Automotive
Dealer metrics, service, parts & warranty
Professional Services
Utilization rates & project-based billing
Rental Accounting
Lease tracking, security deposits & yield
Law Firms
IOLTA trust accounting, partner draws
Tech / SaaS / Startups
ARR/MRR metrics, deferred revenue & burn
Healthcare & Medical
Practices, clinics & medical groups
Food & Beverages / Restaurants
F&B costing, labor & prime cost control
CPA / Accounting Firms
White-label back-office & capacity scaling
Travel & Hospitality
Agency commissions, booking & tour auditing
Technology
Fluent in every modern accounting platform.
Our teams work natively in the tools you already use — and can migrate you to a modern cloud stack when it’s time to scale.
Get started
Your return, filed accurately, every season
Book a free 30-minute consultation and we’ll recommend the right plan for your filing needs.
FAQ’S
The Answers You're Probably Looking For
The questions that matter most when choosing a finance partner — clearly answered.
What documents do I need to provide?
W-2s, 1099s, prior-year returns, and access to your bookkeeping platform if you have one — we’ll send a checklist tailored to your entity type.
Is there a setup or onboarding fee?
No. Onboarding, including a review of your prior two years of filings, is included in every plan at no extra cost.
What if I haven't filed in a few years?
We handle catch-up filings regularly — prior-year review and back-filing are included in onboarding.
What happens if I get audited?
Your preparer represents your return directly with the IRS or state agency at no additional charge.