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Mesa, AZ · Tax returns, bookkeeping & payroll

Know what you made last month. Not next April.

Tax returns, monthly bookkeeping, payroll and Arizona TPT for East Valley households and small businesses. Your books close every month with a one-page report, so April holds no surprises. Not a shoebox handed over once a year and a bill you didn’t see coming.

Free, about 15 minutes, and you’ll hear a monthly price before we hang up.

  • Google ★ [rating] · [count] reviews
  • CPA [license] · Enrolled Agent
  • Mesa since [year]
  • Books closed by the 10th

Monthly report · September

A Mesa coffee shop

Closed on the 8th
Revenue
$48,200
Expenses
$39,650
  • Payroll$16,300
  • Coffee, milk and cups$14,900
  • Rent$4,800
  • Everything else$3,650
Profit
$8,550

Profit by month

AprMayJunJulAugSep

The summer dip, right on schedule.

Set aside for taxes

$2,140

25% of profit, moved to savings

Arizona TPT

Due Oct 20

Filed Oct 14

Sample numbers. Every client gets one page like this, every month.

What we do

The work that piles up when nobody owns it.

Seven jobs, done on a schedule by people who know your accounts. Most clients start with one and hand over the rest within a year.

  1. Individual tax returnsW-2s, 1099s, rentals, stock sales, a move into or out of Arizona. Federal and Arizona returns, filed electronically.From $250
  2. Business tax returnsSole proprietors, partnerships, S corps and C corps. Built from books we already keep, so March isn’t a scramble.From $900
  3. Monthly bookkeepingEvery bank and card account reconciled, receipts matched, and a one-page report in your inbox by the 10th.Plans from $350/mo
  4. PayrollPaychecks and direct deposit, quarterly federal filings, Arizona withholding and unemployment reports, W-2s and 1099s in January.In Payroll+ or any plan
  5. Arizona TPT filingTransaction privilege tax, Arizona’s version of sales tax, filed on time with the right city and county split.Included from Growing
  6. Catch-up bookkeepingMonths or years behind? We rebuild from bank statements, not memory, then hand you books that are current.From $175 a month behind
  7. IRS letters and payment plansWe read the notice, tell you what it actually asks for, and answer it or set up a payment plan with your signed authorization.Quoted after we read it

Sample prices for illustration. Ledger & Lime’s real prices replace these on a live site.

Monthly plans

One flat price a month. Books done by the 10th.

Every plan includes a person who knows your books, a one-page report every month and answers within a business day. No hourly billing for quick questions.

  • Starter

    Under 100 transactions a month, no payroll

    $350/ month

    • Bank and card accounts reconciled monthly
    • One-page report by the 10th
    • Quarterly estimated-tax reminders, with amounts
    • Questions answered within one business day
    Start with Starter
  • Most small businesses

    Growing

    Up to 300 transactions, Arizona TPT filed

    $650/ month

    • Everything in Starter
    • Arizona TPT filed monthly or quarterly
    • Your tax set-aside number every month
    • A 30-minute review call each quarter
    • Year-end package ready for your business return
    Start with Growing
  • Payroll+

    Up to 300 transactions, TPT and payroll for up to 10

    $1,100/ month

    • Everything in Growing
    • Payroll and direct deposit for up to 10 people
    • Quarterly payroll filings, W-2s and 1099s
    • Arizona withholding and unemployment reports
    Start with Payroll+

Do the math: Growing runs $7,800 a year. A part-time bookkeeper at 20 hours a week costs well over twice that in wages alone, and you’d still need a CPA in March.

One-time work

Individual tax return
from $250
Business tax return
from $900
Catch-up bookkeeping
from $175 per month behind
IRS or Arizona notice
quoted after we read it

Sample prices for illustration. Ledger & Lime’s real prices replace these on a live site. Plans are month to month.

What would it cost?

What would monthly books cost? Four taps.

Transactions, payroll, sales tax and how far behind you are: that’s what actually sets the price. Tap your answers for a sample monthly number and a one-time catch-up range.

Transactions a month, roughly

Count the lines on your bank and card statements in a typical month.

People on payroll
Do you collect Arizona sales tax (TPT)?
How far behind are the books?

Your sample monthly price

$650/ month

That’s the Growing plan, exactly.

Books, 100–300 transactions a month
$550
Arizona TPT filing
$100

One-time catch-up

None

You’re caught up, so there’s nothing to rebuild. The monthly plan keeps it that way.

Sample prices at $175 per month behind for catch-up. The real number comes after a 15-minute call and a look at one bank statement.

The part you’ve been avoiding

Behind on your books? We’ve seen worse, and we don’t judge.

A shoebox of receipts, a year of unopened statements, a letter from the IRS in a kitchen drawer. That’s a normal Tuesday here. The fix is a list, and the list is shorter than you think.

  • Shoeboxes welcomePaper receipts, a bank login and a rough memory are enough to start. We rebuild from statements, month by month.
  • Open the letter togetherMost notices ask for one thing by one date. We read it, explain it in plain words, and answer it for you.
  • Payment plans are normalOwe more than you can pay at once? The IRS and Arizona both offer payment plans. We set them up and keep you current.
  • Caught up, then kept upOnce you’re current, a monthly plan keeps you there. No more catch-up bills, no more drawers.

How it works

From the first call to a quiet April.

  1. 01A 15-minute callWhat you need, roughly how many transactions, how far behind. You hear a monthly price before we hang up.
  2. 02Secure links, not attachmentsRead-only bank feeds and a secure upload page. Nothing sensitive sits in anyone’s email.
  3. 03Catch up, if neededWe rebuild the missing months and file anything late, oldest first, on a timeline you can see.
  4. 04Every month, by the 10thReconciled books, a one-page report and your tax set-aside number. Questions answered within a business day.

Reviews · ★ [rating] from [count] on Google

What clients said once April got boring.

Sample cards. Ledger & Lime’s real Google reviews, with names, towns and the work, replace these on a live site.

  • Placeholder for a real client review. On the live site this is a short, specific story: what the books looked like before, and what changed once the monthly report started showing up.

    Sample review · Mesa · Monthly books and TPT

  • Placeholder. Web Rescue never publishes made-up reviews; Ledger & Lime’s real Google reviews go here, with each client’s permission.

    Sample review · Gilbert · Catch-up, 14 months behind

  • Placeholder for a review from someone who arrived with a notice they hadn’t opened, ideally one that mentions how it ended.

    Sample review · Chandler · Individual return and an IRS letter

Locally owned in Mesa

A small Mesa firm. The same people on your file every month.

Ledger & Lime works for households and small businesses: coffee shops, contractors, salons, landlords and one-person consultancies. You get a bookkeeper who knows your accounts by name, and a credentialed preparer who signs your return. Why lime? Every good ledger needs one thing that isn’t beige. [The owners’ story and a team photo go here.]

Certified Public Accountant
[Name], CPA [license]
Enrolled Agent
[Name], EA, licensed by the IRS
GilbertChandlerTempeQueen CreekPhoenixScottsdaleMesaN

An office in Mesa, clients across the East Valley.

  • Mesa
  • Gilbert
  • Chandler
  • Tempe
  • Queen Creek
  • Phoenix
  • Scottsdale

Outside these towns? Most of the work happens over secure links and video calls, so distance rarely matters.

Office
Mon–Fri, 8 am to 5 pm
Tax season
February to April 15, Saturdays too

Questions

What people ask before the first call.

What should I have ready for the first call?

Nothing, really. A rough idea of how many transactions you have a month and whether you collect sales tax. If there’s an IRS letter, have it in front of you.

What is Arizona TPT, and do I owe it?

Transaction privilege tax is Arizona’s version of sales tax, except it’s technically a tax on the seller for the privilege of doing business here. If you sell goods, or some services like restaurant meals or rentals, you likely need a license and a filing schedule. We’ll check yours.

I haven’t filed in a few years. Am I in trouble?

Probably less than you fear. The usual path is to file the missing years, starting with the ones the IRS is asking about, and set up a payment plan if you owe. Waiting is what makes it expensive, because penalties and interest keep adding up.

Can you talk to the IRS for me?

Yes. With a signed power of attorney, a CPA or Enrolled Agent can call the IRS, pull your transcripts and answer notices on your behalf. Most clients never have to sit on hold with them again.

How much should I set aside for taxes?

Many sole proprietors land somewhere around 25 to 30 percent of profit, but it depends on income, deductions and the state. Your monthly report shows a set-aside number from your actual books, not a rule of thumb.

What software do you use?

QuickBooks Online or Xero for books, and we can move you over from spreadsheets or a shoebox. You own your books and keep your own login, whether or not you stay with us.

Book a 15-minute call

Tell us what you need. We’ll call when it suits you.

Is this personal or for a business?
Best time for the call

Please don’t put Social Security numbers or tax documents in this form. If we work together, you’ll get a secure upload link. A person calls back within one business day.

Rather just talk?

(480) 555-0145

Mon–Fri, 8 am to 5 pm. Got an IRS letter with a deadline on it? Say so when we answer and we’ll look at it today.

Online requests get a call back within one business day, at the time you picked.

Sample site: the phone number, license numbers and address are placeholders.

Next April can be the boring one.

Web Rescue · Why this page works

What’s on this page, and why it’s there.

  • Three doors, three different clientsA household with a W-2, a business owner who needs monthly books and someone holding an IRS letter want different things. Each gets a door, and the worried one gets a phone number.
  • The hero shows the productWhat a bookkeeping client actually buys is a monthly report. The P&L card shows one, with profit, the tax set-aside and the TPT date, so the value is clear before the first paragraph.
  • Monthly plans, with a defaultRecurring bookkeeping is an accounting firm’s steadiest revenue. Three plans with Growing marked as the usual fit, and a do-the-math line against hiring in-house. Prices are samples.
  • A calculator instead of “call for pricing”Transactions, payroll, sales tax and months behind are what really set the price. The calculator turns them into a monthly number and a catch-up range, then offers the call.
  • Shame, named and defusedPeople avoid accountants because they’re embarrassed about the mess. The dark section says it plainly and lists what happens next, so the visitor who is three years behind still books.
  • Lime, used like a highlighterOne bright accent, only on buttons, always with dark text. Everything else stays green and paper-white, so the next step is the brightest thing on every screen.

On a real site, this homepage is page one.

A sample is only the homepage. A client site built from it adds these pages, and the homepage links to each one.

  • A page for each serviceIndividual returns, business returns, bookkeeping, payroll, TPT and IRS help, each answering its own search.
  • An Arizona TPT guideWho needs a license, how often to file, how city rates work. Useful, searchable, and it attracts exactly the right clients.
  • A tax-deadline calendarFederal, Arizona and payroll dates, with reminders clients can subscribe to.
  • Secure client portal linkUploads and e-signatures through a proper portal, never email attachments.
  • Team and credentialsReal names, the CPA license and Enrolled Agent status, each one checkable with the state board or the IRS.
  • Business markup for GoogleAccounting service schema with hours, area and phone. Left off this sample on purpose, because the business is fictional.

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