Easy Peasy Ledger

TAX PREPARATION FOR INDIVIDUALS AND SMALL BUSINESSES

Tax preparation that starts with the whole financial picture.

Easy Peasy Ledger provides tax preparation for California small-business owners and individuals, including sole proprietors, S corporations, and partnerships. We bring small-business experience, bookkeeping awareness, and plain-English communication to the filing process.

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The filing picture

Financial activity

throughout the year

Organized records

books and documents

Tax preparation

the return

WHEN TAX PREPARATION FEELS DISCONNECTED

A tax return starts long before the forms are filed.

Your tax return reflects financial activity that happened throughout the year. For a business owner, that can include income, expenses, payroll, owner activity, bookkeeping records, and other tax documents. Bringing those pieces together gives the filing process a clearer starting point.

Income
Business expenses
Bookkeeping records
Payroll information
Owner activity
Tax documents

YOUR TAX PICTURE

HOW WE HELP

Tax preparation for small-business owners and individuals.

Sole proprietors

Tax preparation for business owners reporting business activity as a sole proprietor, with attention to the financial records supporting the return.

S corporations

Business tax preparation for S corporations, with the financial records and tax information reviewed as part of the filing process.

Partnerships

Partnership tax preparation built around the business records and information needed to prepare the entity return.

Individual tax preparation

Individual income tax preparation with an organized process and clear communication about the information needed for filing.

Bookkeeping records

Review the financial picture

Identify questions

Prepare the return

BOOKKEEPING + TAXES

Good business tax preparation starts with reliable books.

A business tax return depends on the financial information behind it. When the books are current and organized, there is a clearer starting point for preparing the return and identifying questions that need attention.

Books and taxes are connected.

Easy Peasy Ledger can prepare a tax return whether we handle the bookkeeping year-round or the books are maintained elsewhere.

BEFORE WE FILE

What if the books are not ready yet?

If your business books are behind, disorganized, or difficult to rely on, we may need to address the bookkeeping before preparing the business return. We can review where things stand and determine what needs attention first.

Messy books are a starting point, not a reason to avoid the conversation.

Explore Cleanup and Catch-Up

Books need attention

Review

Cleanup if needed

Tax preparation

Jie Haddad, EA — founder of Easy Peasy Ledger

Jie Haddad, EA

Enrolled Agent · Easy Peasy Ledger

Meet Jie

TAX EXPERIENCE + BOOKKEEPING CONTEXT

Your tax preparer should understand the numbers behind the return.

Enrolled Agent

Jie Haddad, EA is an Enrolled Agent, a federally licensed tax practitioner.

Small-business tax experience

Easy Peasy Ledger prepares tax returns for small-business owners, including sole proprietors, S corporations, and partnerships.

Bookkeeping context

Because Easy Peasy Ledger also provides ongoing bookkeeping, we understand how business financial activity flows into the tax preparation process.

Plain-English communication

Tax and accounting language should not make the filing process harder to understand.

A CLEARER FILING PROCESS

Know what happens next.

01

Start with your situation

We learn what you need help with and what type of filing is involved.

02

Gather the information

You provide the tax documents and financial information needed for preparation.

03

Review and prepare

We review the information, identify questions that need clarification, and prepare the return.

04

Finalize the filing

We walk through the remaining steps and complete the filing process once the return is ready.

COMMON QUESTIONS

Questions about tax preparation

Yes. Easy Peasy Ledger prepares business tax returns for sole proprietors, S corporations, and partnerships, as well as individual income tax returns.

Easy Peasy Ledger prepares business returns for sole proprietors, S corporations, and partnerships. If you are unsure which category applies to your business, a discovery call is a good place to start.

No. Tax preparation and bookkeeping are separate services. You can use Easy Peasy Ledger for tax preparation whether or not we handle your ongoing bookkeeping.

Yes. Easy Peasy Ledger can prepare the return when books are maintained elsewhere. The records will need to provide the financial information required for preparation, and we will review what is available before moving forward.

If the books are behind or disorganized, we may need to review and address the bookkeeping before the business return can be prepared. We can assess where things stand and determine what needs attention first.

The information needed varies depending on the type of return. Generally, this includes income records, expense documentation, and applicable tax documents. We will communicate clearly about what is needed for your specific filing situation.

Organized books provide the financial information used in preparing the business return. When the records are current and accurate, questions are easier to identify and the filing process has a clearer starting point.

An Enrolled Agent is a tax professional licensed by the U.S. Department of the Treasury who has unlimited rights to represent taxpayers before the IRS. Jie Haddad, EA holds this credential.

Reaching out early enough to discuss your filing situation and determine what information is needed is generally helpful, especially for business returns. A discovery call is a good way to start that conversation.

Yes. Easy Peasy Ledger is based in Sunnyvale, California and works with small-business owners and service-based businesses across California.

CLEAR BOOKS. CONFIDENT DECISIONS.

Ready for a clearer tax preparation process?

Book a discovery call so we can learn about your filing needs, where things stand today, and whether Easy Peasy Ledger is the right fit.

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