Anchor Ledger
Taxes prepared. Records resolved.
Tax preparation, bookkeeping cleanup, and account reconciliation—for a smoother tax year.
Get in TouchHow I can help
Tax Preparation
Individual 1040s and small-business returns: Schedule C, simple 1065s, and 1120-S. IRS representation is referred to a licensed CPA or Enrolled Agent.
Financial Statement Cleanup & Reconciliation
Discrepancies traced and resolved, balance sheets reconciled, and unfiled years rebuilt from source documents, with workpapers your CPA or EA can rely on.
Also offered
Ongoing Bookkeeping
Monthly reconciliations and financial statements, with year-end handoff to your CPA.
Cat Pena, Principal
Cat has spent nearly a decade in audit-focused accounting roles, beginning with an audit internship at Deloitte. She holds an accounting degree from Southwestern University.
“Her steady approach brought structure and momentum to several long-outstanding issues that had resisted prior cleanup efforts.”
Tell me what you need help with.
Email or call to talk through your taxes or your financial records.