60-Day Money-Back GuaranteeDone-For-You Bookkeeping — $79/month. You send it, we do the books. 60-day money-back guarantee — if LedgerFast doesn't make your life easier in the first 60 days, we'll refund you. No questions.  See Pricing →

Not a CPA Firm

Last updated: June 2026

LedgerFast.ai is not a licensed certified public accounting (CPA) firm. We do not employ licensed CPAs in the delivery of the Service, and nothing on this site should be construed as professional accounting, tax, legal, or financial advice.

What we do

We organize your bookkeeping data and generate diagnostic reports — Profit & Loss summaries, cash-flow comparisons, anomaly flags, and month-over-month trend tracking — for your internal business management use.

Tax Organizer

Our Tax Organizer feature organizes your financial transactions into IRS Schedule C categories and generates a year-end summary for your tax professional. This is data organization only — not tax preparation, tax advice, or tax filing.

The Tax Organizer does not:

  • Prepare or file any tax return
  • Provide tax advice or tax planning
  • Guarantee the accuracy of any tax categorization for your specific situation
  • Replace consultation with a licensed CPA, enrolled agent, or tax professional

All Tax Organizer outputs are labeled "For organizational purposes only — not a substitute for professional tax advice."

What we do not do

  • Prepare or file federal, state, or local tax returns.
  • Provide tax advice, tax planning, or tax preparation — Tax Organizer is data organization only, not tax preparation.
  • Provide tax planning, tax advice, or representation before tax authorities.
  • Issue audited, reviewed, or compiled financial statements.
  • Provide attest services of any kind.
  • Replace legal or financial advice from a qualified professional.

When to hire a licensed professional

For tax filing, audited statements, IRS correspondence, business entity formation, or any binding financial or legal decision, please consult a licensed CPA, enrolled agent, or attorney in your jurisdiction.

Questions

support@ledgerfastai.com

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