Transform Your Business With Expert Guidance
At Due Ledger, we offer a comprehensive range of services including Business Entity formation, tax planning and advisory, tax preparation, and insurance solutions. Our dedicated team is committed to empowering you with personalized financial guidance to enhance your family and business.
Tax Planning and Advisory
Business Entity formation
• Project year‑end tax liability & estimate payments
• Advise on entity structure & business vs personal tax optimization
• Recommend deductions, credits, and tax‑saving strategies
• Plan around major life / business events (sale, growth, retirement, mergers)
• Project year‑end tax liability & estimate payments
• Advise on entity structure & business vs personal tax optimization
• Recommend deductions, credits, and tax‑saving strategies
• Plan around major life / business events (sale, growth, retirement, mergers)
• Choose structure (LLC, Corp, Partnership, etc.)
• File formation paperwork with the state (articles/incorporation)
• Get federal tax‑ID / EIN
• Draft bylaws or operating agreement
• Ensure required licenses & permits
Bookkeeping
• Record & categorize transactions • Reconcile bank & credit card statements • Manage receivables & payables
• Produce financial statements (P&L, balance sheet) regularly • Track expenses & budget
• Record & categorize transactions • Reconcile bank & credit card statements • Manage receivables & payables
• Produce financial statements (P&L, balance sheet) regularly • Track expenses & budget
Tax Preparation
• Prepare & file federal, state & local tax returns • Identify deductions & credits to reduce tax owed • Ensure compliance with current tax laws • Organize client documents (W‑2s, 1099s, receipts, etc.)
• Prepare & file federal, state & local tax returns • Identify deductions & credits to reduce tax owed • Ensure compliance with current tax laws • Organize client documents (W‑2s, 1099s, receipts, etc.)
Health Insurance
• Offer coverage for medical, dental, vision • Compare plan types & providers • Manage premium, deductible & out‑of‑pocket cost options • Handle enrollment & renewal paperwork • Assist with claims & benefit questions
• Offer coverage for medical, dental, vision • Compare plan types & providers • Manage premium, deductible & out‑of‑pocket cost options • Handle enrollment & renewal paperwork • Assist with claims & benefit questions
Life Insurance
• Policy Types: Term, Whole, Universal, Variable Universal, Final Expense • Coverage Amounts: From $25,000 to $1 million • Policy Management: Assistance with policy updates, claims, and beneficiary changes • Policy Riders: Add-ons like guaranteed insurability rider and accelerated death benefit
• Policy Types: Term, Whole, Universal, Variable Universal, Final Expense • Coverage Amounts: From $25,000 to $1 million • Policy Management: Assistance with policy updates, claims, and beneficiary changes • Policy Riders: Add-ons like guaranteed insurability rider and accelerated death benefit