Ramsey Trusted

Simple, Transparent
Tax Filing

Tax preparation that's clear, predictable, and stress-free. Flat fees. No surprises. Guaranteed delivery.

Honest guidance
Clear pricing
No hidden fees
30-day guarantee

Sound Familiar?

Tax Filing Shouldn't Feel Like This

If you've ever walked away from tax season feeling confused, overcharged, or just plain stressed — you're not alone.

You're not sure if you're overpaying.

Most people have no idea if they're leaving money on the table — or handing the IRS more than they owe.

Tax season feels chaotic and stressful.

Chasing documents, decoding jargon, and wondering if anything was filed correctly is exhausting.

You never know what the bill will be.

You get hit with a final invoice after the work is done — and it's always higher than you expected.

Your CPA is impossible to reach.

You send emails and wait days. You have questions and get voicemail. You feel like a low priority.

This isn't how it has to be. There's a better way — and Dave Ramsey agrees.

Why Other Options Fall Short

You've Tried the Alternatives. You Know They Don't Measure Up.

Most tax options were built to maximize their revenue — not your peace of mind.

DIY Software

TurboTax, H&R Block Online

  • Misses deductions you didn't know to look for
  • No human reviews your return
  • Breaks down with complex situations
  • You're on your own if the IRS comes calling

Big Box Tax Chains

H&R Block, Jackson Hewitt

  • Seasonal staff with inconsistent experience
  • Upselling at every step
  • Different preparer every year — no continuity
  • Pricing is unclear until the end

The Average CPA

General accounting firms

  • Hard to reach outside of tax season
  • Unpredictable, hourly billing
  • Not vetted for your values or integrity
  • No delivery timeline commitment

The LedgerWay Difference

Everything you wished your tax pro would be.

Flat-fee pricing — you know the cost upfront
EA + CPA team, year-round availability
Vetted and endorsed by Dave Ramsey
30-business-day delivery guarantee
Proud to be Ramsey Trusted

Our Values

Why Ramsey Families Choose LedgerWay

As a Dave Ramsey Trusted Tax Pro, we share the same values that guide your financial journey.

Integrity first
Clear pricing
No unnecessary complexity
Honest guidance
Designed to reduce stress

Our goal is to help you file accurately, stay compliant, and move forward with confidence.

Our Team

Experienced Tax Professionals

Your return is prepared and reviewed by professionals with 10+ years of industry experience.

Enrolled Agent (EA)

A federally licensed tax professional authorized by the U.S. Department of the Treasury to represent taxpayers before the IRS. EAs specialize exclusively in federal tax law and maintain rigorous continuing education.

Certified Public Accountant (CPA)

A state-licensed accounting professional who has passed the Uniform CPA Examination with education and experience requirements. CPAs provide advanced tax and accounting expertise.

30 Business Day
Delivery Guarantee

Once we receive your final documents through our secure portal, we deliver your completed return within 30 business days.

30 Business Days

After final documents submitted

100% Money Back

If we miss the deadline

See our Terms and Conditions for details.

Secure & Simple
Process

All document exchange happens through TaxDome, our secure client portal. Upload, track, sign, and access anytime.

Upload safely

Track requests

E-sign returns

Access anytime

The Process

How It Works

Select & Pay Securely

Choose the service that fits your situation. Our flat-fee pricing means no surprises.

Portal Setup (24 hrs)

We create your secure TaxDome portal within 24 business hours with login instructions.

Upload Documents

Upload tax documents and complete the questionnaire. We'll notify you if anything else is needed.

30-Day Timeline Begins

Once the final requested document is submitted, your guaranteed preparation timeline starts.

Review & File

Review your return securely, sign the e-file authorization, and we submit to the IRS.

Is This Right For You?

Who This Is For

This Is For You If…

W-2 employees with straightforward returns
Homeowners with a mortgage
Individuals with investment accounts
Families claiming child or education credits
Owners of 1–3 rental properties
Sole proprietors with one Schedule C
Investors with up to 3 Simple K-1s
People who value clear pricing and guaranteed timelines

This Is NOT For You If…

Complex multi-entity business structures
High-volume cryptocurrency traders
Those needing foreign asset reporting (FBAR/FATCA)
Large partnerships with multiple tiers
Oil & gas investment reporting
Those looking for ongoing tax planning retainers
People who need a return completed in under 2 weeks

We still offer services for complex situations — let's talk.

Pricing

Transparent, Flat-Fee Pricing

No hourly rates. No hidden fees. Choose the tier that matches your situation.

Basic

Individual Tax Return

$950Ramsey Partner Rate
$750flat fee

Ideal for individuals and families with W-2 income, investments, and a home.

Federal Form 1040 preparation
One resident state tax return
W-2 income reporting
Investment income (1099-INT, 1099-DIV, 1099-B)
Retirement income (1099-R, Social Security)
Mortgage interest & deductions
Charitable contribution deductions
Child & education tax credits
One Simple K-1 investment
Secure portal delivery with e-file instructions

Not Included

Rental properties
Self-employment (Schedule C)
More than one K-1
Complex K-1 investments
Foreign asset reporting
High-volume crypto reconciliation
Tax planning consultations
Review calls with a tax professional
Most Popular

Enhanced

Individual Tax Return

$1,950Ramsey Partner Rate
$1,850flat fee

Ideal for rental property owners, sole proprietors, and multi-partnership investors.

Everything in Basic, plus:
Up to 3 rental properties (Schedule E)
OR One sole proprietorship (Schedule C)
Self-employment tax calculation
Passive loss tracking for rentals
Existing depreciation schedules
Up to 3 Simple K-1 investments
Complimentary 15-min review call
Note: Clients must provide completed and clean financial statements for Schedule C & E items. If unavailable, we can assist with preparation at an additional cost starting at $195/hr (price varies based on complexity and records availability).

Add-Ons

Optional Add-On Services

Customize your tax filing experience with professional add-ons tailored to your situation.

You can add these services during checkout after selecting either the Basic or Enhanced tax preparation plan.

Ready to File with
Confidence?

Trusted by Ramsey to Serve You

Choose your service, pay securely, and we'll handle the rest. Flat fees. No surprises. 30-day guarantee.

Questions? Reach out anytime. We're happy to help you choose the right service.

FAQ

Frequently Asked Questions