Enrolled Agent, admitted to practice before the IRSAll fifty statesVerify with the IRS

(619) 916-5070

Contact

The Ledger Check

Thirty minutes and an honest answer. I go through your last three months of books and send you a one-page written summary: what’s clean, what isn’t, what it’s costing you, and what I would do about it.

Straight to the calendar. Evenings and Saturdays available.

If your books are fine, I’ll say so. That happens more than you would think, and you’ll have gotten an Enrolled Agent's read for free.

What happens

  1. Pick a time on the calendar and give me read-only access to whatever you’re using. If it’s a spreadsheet, that’s also an answer.
  2. I look before we talk, so the call isn’t me clicking around while you watch.
  3. Thirty minutes.
  4. Written summary within two business days. It’s yours either way.

What doesn’t happen

No proposal at the end of the call. No follow-up sequence. If you want to work together you’ll tell me.

Other ways to reach me

Email answered the same business day. Calls evenings and Saturdays.

T Leaf Ledgers LLC
1286 University Ave Ste. 1061
San Diego, CA 92103

Book a Ledger Check

Free, 30 minutes, written summary either way.

I only use this to reply to you. No lists, no sharing.