Get Started with Arc & Ledger

Tell us what you need help with. We confirm availability and timing after reviewing the scope.

How We Work

Focused, Deadline-Aware Attention

Arc & Ledger is a boutique, appointment-based practice. Working this way lets us give every client focused, deadline-aware attention instead of rushed phone calls. Getting started is simple:

Request Availability

New engagements are paused while we complete current work. Request availability or fill out the online form. Both reach the same Enrolled Agent review.

We Review & Quote

We confirm availability and timing after reviewing the scope. We agree the scope and fee before accepting an engagement.

Create Your Portal Account

When you accept, we email an invitation to our secure Client Portal (TaxDome). Create your account and upload your documents there - never by email.

We Prepare & File

We prepare, review, and file. You see status updates in the portal and approve everything before it is submitted.

New engagements are paused while we complete current work.

We confirm availability and timing after reviewing the scope. We are not promising a fixed response or completion time right now.

Instant estimates, the IRS notice decoder, calculators and guides remain available.

Request availability

Door one · Plan your next step

New engagements are paused while we complete current work.

Request availability, and we will confirm whether we can help and when work can begin. A request does not reserve a start date or create an engagement.

Instant estimates, the IRS notice decoder, calculators and guides remain available.

Request availability

Door two · Prefer to write it down?

Submit Your Details

A sentence or two is enough to start - it reaches the same Enrolled Agent review as the call.

Door three · Skip the forms

Message us on WhatsApp [email protected] (323) 214-3812

A one-line email or message is a perfectly good way to start. We'll take it from there.

What Happens After You Submit

•We confirm availability and timing after reviewing the scope.
•If your situation is a good fit, you will receive a pricing proposal and engagement agreement
•Engagement begins only after agreement acceptance and payment of the engagement fee
•All communication and document exchange occur through our secure Client Portal, a web-based platform for protected document sharing and messaging
•Completion timeline is confirmed in your engagement proposal and varies by scope and complexity. Office hours: Monday – Friday, 10 AM – 6 PM PT