Ledger Inquiry · Charles Tax Group

Three tiers. Transparent pricing.

Choose the tier that fits your engagement. Not sure? Select "Not sure yet" in the form below and I'll advise.

Tier 1

Standard

The clean ledger.

$550/year

or $50 per month

Account Summary tab
Categorized General Ledger
Reconciliation to source statements
Year-end totals & live formulas

Turnaround: 5 business days

Tax-Ready

The thinking already done.

$825/year

or $75 per month

All Standard features
Notes column flagging transactions
Open Items tab with client questions written for you
Schedule C line mapping

Turnaround: 5 business days

Tier 3

Cleanup & Audit-Ready

A second professional perspective in writing.

$1,100/year

or $100 per month

All Tax-Ready features
Preparer's Findings Memo signed by Joel Charles
Pattern analysis across the full year
1099-NEC review · commingling flags · owner activity

Turnaround: 5–7 business days

Submit your inquiry

Fields marked with * are required. The more detail you provide, the more accurate my first reply.

Who you are

Your name *

Firm name *

Your role *

Email address *

Phone number optional

The work

Which tier are you interested in? *

Tier 1 — Standard · $550/year or $50/month
The clean ledger Tier 2 — Tax-Ready · $825/year or $75/month Most Popular
The thinking already done Tier 3 — Cleanup & Audit-Ready · $1,100/year or $100/month
A second professional perspective in writing Not sure yet — please advise

How many months of statements need to be reconciled? *

Approximate transaction volume per month *

Type of entity *

How did you hear about Charles Tax Group? optional

Scope and files

Project timeline or deadline optional

Special considerations or notes optional

Upload a sample bank statement optional but recommended

Uploading a single month's statement lets me confirm scope and quote accurately on the first reply. PDF preferred. NDA-friendly — your client data stays confidential. Max 10MB.

My firm requires an NDA before sharing client files. Please send your template or be prepared to sign mine.

Submitting this form is an inquiry, not an order. I'll review your scope and reply within one business day with a confirmation, engagement letter, and invoice. No work begins until you've signed and paid.

Not ready to commit?

Request a free 1-month sample on any client file. I'll return a Tier 2 deliverable within 48 hours so you can see the work before deciding.

Request a Free Sample