Tax practices face a cliff: three or four months of overload, then a quiet spell. Seasonal temps are hard to find and must be retrained every year. A Ledgerline Senior Professional prepares returns for your review in season, and moves to bookkeeping, payroll and client onboarding off-season. The knowledge stays in your practice.
Tasks we take off your desk
- Individual and small-company return preparation for review
- Organising and checking client documents
- Data entry into tax software
- Engagement letters, chasers and status tracking
- Provisional tax and estimate calculations for review
- Off-season: bookkeeping, payroll and onboarding
Trained on the software you already use.
Built for how you work.
Prepared, never filed alone
Our preparers draft. Your registered practitioner reviews, signs and submits.
Start before the rush
Bring someone on 6–8 weeks before peak season so they learn your files first.
No seasonal re-hiring
The same person returns to your work every year, with no new training cost.
Recommended packages
One monthly fee covers salary, benefits, equipment, backup power and internet, supervision and leave cover.
What clients ask
Can your staff submit returns?
No. Submissions stay with your registered practitioner. This protects you, your clients and your professional registration.
Do you know US tax software?
We train on the client's software during the first week. Tell us what you use on the discovery call.
Can we scale down after the season?
Yes. Move to a Professional Associate or Part-Time Associate with 30 days' notice, or end the arrangement.