INDIVIDUALS · SOLOPRENEURS · SMALL BUSINESS
Taxes, but easier.
Ledger & Lime turns tax season from a once-a-year scramble into a calm, handled thing — with a tax pro who actually texts you back, explains what's happening in plain English, and never leaves you guessing.
• Central Florida & Virtual Nationwide
• Direct access to Kelly
• Research-driven accuracy
• Guidance without the guesswork
The complicated stuff, made remarkably simple.
WHY LEDGER & LIME
Working with a large firm often means being a number in a queue. Ledger & Lime is built the other way around — a process shaped by your time, not a filing system's.
01
Taxes without the runaround
Proactive updates and direct access, so you're never left wondering where your return stands.
02
Education, minus the jargon
Deductions, quarterly taxes, & Schedule C questions — explained in plain English, not tax-speak.
03
Thorough, every time
Speed is part of the experience. Careful, individualized preparation is part of the standard.
04
Personally supported
Individual taxpayers, solopreneurs, and small business owners receive personalized support tailored to their needs.
SERVICES
Whether you’re filing personal taxes or building a business, there’s a clear next step.
INDIVIDUALS
Individual Tax Preparation
Thorough federal and state tax preparation — clear communication, meticulous review, and a streamlined process from start to finish.
SOLOPRENEURS
Small Business Tax Preparation
Clean, compliant Schedule C reporting — organized tracking of income and expenses with plain-English guidance on what it all means.
BUSINESS LIFECYCLE
Entity Formation & Compliance
Seamless Sunbiz formation, EIN applications, annual reports, amendments, and dissolutions — keeping your business compliant through every stage.
How It Works
Four steps. Zero mystery.
A short conversation about your situation, your goals, and what you need this season.
Intake
01
Preparation
02
Kelly gets to work — research-driven, detail-oriented, and tailored to you.
03
Review
You see everything before it's filed, with plain-English explanations along the way.
04
Filed & Handled
Your return is submitted, and you know exactly what happened and why.
MEET KELLY
Kelly built Ledger & Lime around a simple idea: financial administration shouldn't feel like a mystery. She works directly with every client, communicates proactively, and explains things the way she'd want them explained to her.
Smart business owner at your favorite coffee shop — not an accountant behind a mahogany desk.
"The tax professional you actually want to text back — sharp, responsive, relatable, and completely capable."
CLIENT EXPERIENCE
Finally. Someone who actually communicates.
“It is such a relief knowing that Kelly advises me with my financial questions. She takes the time to clearly explain to me the investments I have and my government healthcare. I truly feel confident letting her handle my taxes every year, she goes above and beyond!”
-Susan D.
“I had an excellent experience working with Kelly. She is professional, knowledgeable thorough and a pleasure to work with throughout the entire process. Her communication was outstanding-she was extremely responsive, easy to reach and prompt in answering my questions. She did a fantastic job handling my tax needs and made the entire experience smooth and stress-free. I highly recommend her to anyone looking for a reliable, professional, and responsive tax firm. I look forward to working with her again!”
-Bill B.
Taxes handled thoroughly.
Communication handled differently.
LET'S TALK TAXES
Have questions about your taxes or business setup? Send a message and Kelly will follow up to talk through your goals. No booking calendar needed — just a simple way to start.
Clear, straightforward answers
Support that feels personal
Start with a simple question