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A short interview about your rentals and your tax picture, the list of documents your CPA will need, and a hand-off to a Ledgre-partnered real estate CPA when you ask for one. Tax services starting at $599.
Start your tax intakeYou answer a few questions about how you own your rentals and what this year's taxes involve. Your answers decide what your CPA asks you for.
When you finish the interview, Ledgre builds your document list for the tax year from your answers, grouped so you can work through it, with a note on what each document is.
Download your document list as a PDF, so you can work through it away from the screen or keep it with your tax papers.
When you're ready, ask to be connected. Leave your name, your phone number and, if you like, the best time to reach you. A Ledgre-partnered CPA will receive your information and contact you within 48 business hours. Tax services start at $599 per return; see pricing.
Nothing is shared with a CPA during the interview. Your answers and document list go to a Ledgre-partnered CPA only when you ask to be connected and agree to share them.
Answer a short interview
About your rental portfolio and your tax picture.
Get your document list
The documents your CPA will need, built from your answers.
Connect me with a CPA
Ask to be connected when you're ready. Nothing is shared before you do.
Hear from your CPA
A Ledgre-partnered CPA will receive your information and contact you within 48 business hours.
Get started
Start your tax intake now, or book a call if you'd rather talk it through first. Tax services start at $599.
