Keep your spreadsheet. Ledgre is a tax service for rental property owners: answer a short interview, get the list of documents your CPA will need, and get connected with a Ledgre-partnered real estate CPA. Tax services starting at $599.
Start your tax intakeLedgre doesn't replace your spreadsheet. Keep tracking the year your way, and use Ledgre to get your rental return to a CPA.
A spreadsheet is a simple, flexible way to track rent and expenses property by property, and plenty of landlords keep their records that way.
Ledgre is a tax service. It works out which documents your CPA will need from you and connects you with a Ledgre-partnered real estate CPA who prepares your return.
Preparing your rental taxes on your own from a spreadsheet, and with Ledgre.
| Preparing your rental taxes | On your own, from a spreadsheet | With Ledgre |
|---|---|---|
| Who prepares the return | You, or a preparer you find yourself | A Ledgre-partnered CPA who only does real estate |
| Working out which documents you need | Your own checklist | A document list built from a short interview, downloadable as a PDF |
| Your records | In your spreadsheet | They stay in your spreadsheet; your CPA works from them as they are |
| Getting to a CPA | Find one and reach out yourself | Ask to be connected; a CPA contacts you within 48 business hours |
| Price of the return | Depends on who prepares it | Tax services starting at $599 per return |
Ledgre doesn't import your spreadsheet, and you don't need to move your records anywhere. Your CPA works from them as they are. If they're behind, tell your CPA when they contact you, and they'll scope the work with you.
Answer a short interview
About your rental portfolio and your tax picture.
Get your document list
The documents your CPA will need, built from your answers.
Connect me with a CPA
Ask to be connected when you're ready. Nothing is shared before you do.
Hear from your CPA
A Ledgre-partnered CPA will receive your information and contact you within 48 business hours.
Get started
Start your tax intake now, or book a call if you'd rather talk it through first. Tax services start at $599.