Sophia Bennett
Tax Specialist
Twelve years in individual and small-business compliance; leads our filing practice.
About us
A Decade of Clarity in a World of Complex Taxes
Ledgerline began with a simple conviction: nobody should overpay their taxes out of confusion. Today our advisors, planners, and specialists serve more than 1,400 clients — freelancers, families, and growing companies alike.
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Our story
Built on Accuracy, Kept by Trust
Founded by Marcus Reid after years inside large accounting firms, Ledgerline was designed to be the opposite of the seasonal tax mill: a year-round advisory practice where every client knows their advisor by name.
We combine rigorous compliance work — returns filed correctly and on time, every time — with forward-looking strategy: quarterly check-ins, entity reviews, and plans that adapt as tax law and your life change.
- Licensed, credentialed advisors on every engagement
- Fixed, transparent pricing agreed before we begin
- Year-round support, not just filing season
What guides us
Values Behind Every Return
01
Accuracy First
Every figure is sourced, checked, and documented. We file returns we can defend line by line.
02
Plain Language
No jargon walls. We explain what you owe, why you owe it, and what changes it — in words that make sense.
03
Proactive Strategy
The best tax moves happen before December. We plan quarters ahead so surprises never arrive in April.
04
Confidential Care
Your finances stay private and protected, handled under strict confidentiality on every engagement.
Leadership
The People Behind the Numbers
Jonathan Pierce
Strategic Planner
Designs multi-year tax strategies for business owners and property investors.
Amanda Reyes
Financial Advisor
Guides retirement, education, and wealth-transfer planning for families.
Meet Your Advisor in a Free First Call
Tell us where you stand and where you want to go. We will map the first three moves — free, with no obligation.
Schedule a Consultation