Tax Preparation That Feels Like a Cheat Code

Dreading tax season already? Whether you’re filing a personal return or running a business with under $5 million in gross revenue, TriLedger turns tax prep from a headache into a high-five moment—every. single. time.

Do I Even Need to File?

If you’re an employee, freelancer, or small-biz owner pulling in any taxable income, the IRS expects a return—period. Even if your gross income falls below the standard deduction, you’ll want to file to claim refunds or credits (think students reclaiming withheld pay or parents tapping refundable child credits).

Key Deadlines & Extensions

Due Date: April 15th each year (or the next business day if the 15th is a weekend).

Six-Month Extension: Need more time? File Form 4868 by April 15th to push your deadline to October 15th—just remember any tax due is still payable in April.

What We Cover

Income Types

W-2 wages, 1099-NEC freelance gigs, 1099-INT/1099-DIV investments, SSA-1099 SSA benefits, K-1 partnership income, rental and foreign income.

Audit Armor

Our IRS-compliant checklists and pre-file review slash audit risk—and slash stress, too.

Credits & Deductions

Home office write-offs, energy credits, education credits (AOC & Lifetime Learning), child tax credits, qualified business income deduction, state-specific breaks, and more.

“I never knew I could write off my home recording studio until TriLedger showed me the ropes. Best money I ever spent!”

Alex R.

Entity Expertise

LLCs, S-Corps, sole proprietorships—handled.

Forms Mastery

1040, 1120, 1065, and everything in between.

Quarterly Estimates

We set up and monitor your quarterly payments so April isn’t a scramble.

“With TriLedger’s quarterly planning, our cash flow stays smooth all year; no more nasty surprises.”

Rachel M., CEO, Artisan Apparel

Our Streamlined Process

Kickoff Call

We map out your situation, deadlines, and must-have docs.

First Step

Easy Upload

Receipts, statements, yada yada—just drag and drop into our client portal powered by Zoraiz’s custom code.

Second Step

E-File & Confirm

Returns go electronic; confirmations land in your inbox.

Third Step

Year-Round Support

Post-file questions? Changes in law? We’re here for you—no extra “seasonal surcharge.”

Fourth Step

Why TriLedger Wins

Outsourced CFO Insight

Ahmed’s seven years in banking means smarter planning and minimized liability.

Tech-First Tools

A custom portal for real-time status updates and secure document sharing.

Veteran Precision

Safian’s Army-grade discipline ensures no form slips through the cracks.

Next Steps

Ready to swap tax-time dread for confidence (and maybe even a little fun)? Click below to book your free consultation. We’ll show you how our individual and small-business tax preparation services keep more money in your pocket and more peace in your life.

Accounting

Tax

Consulting