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Ledger+Plus Bookkeeping & Tax Service, LLC logo logo
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Ledger+Plus Bookkeeping & Tax Service, LLC

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About

Bookkeeping Concerns? The Solution: You can COUNT on Ledger+Plus to do it Right!

We understand that as a business owner, we at Ledger+Plus know how extremely busy you are—needing more time to keep track of your organization's finances, invoices to customers, and compile monthly and annual financial reports.

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Verified business
16 hires on Bark
1 hour response time

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Reviews (2)

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5/5

2 customer reviews

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5 November 2023

I got my Taxes done with Mr.Estrada and saved money filling through him and he was able to find hidden tax breaks I never knew I qualified for. Looking forward to using his services again. More...

27 October 2023

One of the best tax experiences I have ever been through. So much better then any of those overpriced tax chains. I have found a home for my future taxes to be completed timely and correct.

Q&As

Bookkeeping, Accounting, Taxation (Preparation/Planning/IRS Audit), Payroll, Financial Analysis, Key Performance Indicators (KPIs) Analysis, Strategic Business Planning, Budgeting and Forecasting for Businesses and Individuals (Households), Internal Controls, Texas Comptroller Representation, CFO Services (Interim or Part-time).

A good accountant will help you manage your venture’s financial statements, keep your books clean, and ensure you have the consistent positive cash flow or are on the road to achieving it.
An accountant is an essential team member who can “diagnose and treat” financial problems from within your company while clarifying the path to business growth and increased profits, so it’s important to hire the right person or retain the right outside accounting services.

Lastly, they analyse their clients' financial situation in relation to their business goals, and they guide them with insightful, actionable advice.

I enjoy the feeling of making a difference in the businesses where the business owner has entrusted me to help them grow their business.” “One of the skills that make accounting work and tasks very enjoyable for me in Accounting. I think that tracking a company's financial transactions is not only a crucial part of keeping a business on track; it's also quite fun.

Joe R Estrada experiences spam over 30 years in the areas of Accounting, Bookkeeping, Finance, Payroll, Internal Controls, Internal Auditing, Budgeting, Forecasting, Financial Analyses, Taxation, and Process Improvement (Tool Re-Engineering), and CFO duties.

He has a track record of streamlining processes while also recognizing and enhancing internal controls. Our objective is to assist businesses in keeping accurate records that reflect their financial position, allowing owners to make smarter business decisions. We also work to help businesses comply with local, state, and federal regulations, as well as satisfy their end-of-year tax filing obligations.
Joe Estrada knows all there is to know about running a business, including operations. His expertise in identifying cost savings and streamlining bookkeeping processes and procedures is crucial to a company’s operations.


Yes, we do provide our services online and remotely, our bookkeeping, payroll, and tax service are cloud base. Using a client portal that is cloud base provides less risk to our clients. Ledger+Plus has adopted a Written Information Security Program (WISP) document that provides comprehensive guidelines and policies designed to safeguard all data and comply with applicable laws and regulations.
However, for those in the San Antonio, Texas Metropolitan area (San Antonio–New Braunfels/Kerrville and surrounding cities) we will go onsite upon the client's request.

Note: if you indicated NO to remote/online service (outside of the San Antonio Metro), we will not reach out to you. Thank you very much.

Services

Planning is the key to effectively and legally lowering your tax liability. We will provide you with tax-saving strategies that can boost your after-tax earnings.

Do you have apprehensions about filing your tax returns? It's all too easy to forget about deductions and credits that you're entitled to. We'll consul you how to make financial adjustments to take advantage of future tax benefits.

The IRS leaves no room for doubt in its assessment of your tax return's accuracy. If you don't follow the auditors' directions, the IRS will recalculate your tax and send you home with a hefty tax charge. I'm a licensed Enrolled Agent and can assist you with IRS audit so you can concentrate on running your business.

When requesting Audit service please be specific if IRS or other (see below).

Note: Ledger+Plus is not licensed to perform financial, forensic or IT audits, attestation, and assurance, and other i.e. reviews, compilation, and agreed-up procedures.

Texas Franchise Tax, Texas Limited Sales, Use & Excise Tax. Have you received notification that you are being audited by the Texas Comptroller? If this is the case, you might consider engaging a tax consultant to represent you throughout the audit.

As a business owner who wants to devote more time to managing your business, we propose that you get the help of a license professional bookkeeper, our licensed professional bookkeepers are qualified and trained to ensure that your transactions are properly recorded and reflect your organization financial position.

Include full-service payroll tax filings, direct deposit, W-2's, track PTO and time tracking. With our experience, we take the stress and frustration out of payroll, let us handle your payroll, allowing you more time to manage your business.

FPA analyses can show you how things change in different circumstances, which will assist you to make better choices. Also, assist you in continually reviewing your performance, our firm provides a comprehensive range of financial planning and analysis services, including budgeting, forecasting, performance analysis, breakeven analysis, and operational evaluations.

Growing companies frequently want professional financial guidance but cannot afford a full-time CFO/controller. At Ledger+Plus we have the ideal answer for you, our CFO service will assist you in guiding your company to success. The annual cost of hiring a full-time CFO (wages, bonuses, benefits, payroll taxes) may be substantial. Our CFO services provide you with knowledgeable assistance at a fraction of the cost

You may need an outside trained expert to analyze your company's operations to determine if you have the proper controls in place to ensure successful managing of your resource and prevent theft. We assess your internal control systems to determine the efficiency and effectiveness of your operational activities. We then provide recommendations to help your company become stronger and more profitable by correcting any inefficient or unproductive operational processes we find.


The Strategic Plan describes your company, its products, or services the competitive environment, the management team, financial health, and business risks. Financial planning for the first three to five years includes project start-up costs, operations costs, revenue, profits, and a break-even analysis. Projected financial planning helps you to properly anticipate and avoid problems in the future. To put it another way, the perspective obtained via your Strategic Business Plan might have a significant influence on the success of your firm.


Yes, we do provide our services online and remotely, our bookkeeping, payroll, and tax service are cloud base. Using a client portal that is cloud base provides less risk to our clients. Ledger+Plus has adopted a Written Information Security Program (WISP) document that provides comprehensive guidelines and policies designed to safeguard all data and comply with applicable laws and regulations.