✦ Trusted Since 2018

Precision in Every Ledger

AAG Ledger, operated by AAG TAX, LLC based in Newington, Connecticut, delivers comprehensive tax preparation, accounting, bookkeeping, and financial advisory services to individuals, small businesses, and corporations throughout the United States. Our team of certified tax professionals and accountants brings decades of combined experience to every engagement, ensuring your financial records are accurate, compliant, and optimized for your long-term success. We believe that sound financial management is the foundation of every thriving enterprise, and we are committed to providing the expertise, guidance, and personalized attention that our clients deserve.

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Licensed Professionals
Nationwide Service
Client-First Approach
Confidential & Secure
7+Years in Practice
1,200+Tax Returns Filed
350+Business Clients Served
99%Client Retention Rate
50States Covered
8Certified Professionals
15M+Tax Savings Identified
98%Audit Resolution Rate

Our Services

Comprehensive tax and accounting solutions designed to help individuals and businesses navigate complex financial landscapes with confidence and clarity.

Tax Preparation & Planning

Professional tax preparation services for individuals, sole proprietors, partnerships, corporations, and nonprofits. Our team prepares accurate filings for federal, state, and local tax returns, ensuring full compliance with current IRS regulations and tax codes. We go beyond simple preparation to identify strategic tax-saving opportunities, including deductions, credits, deferral strategies, and entity structuring recommendations that minimize your tax liability legally and ethically. Every return undergoes a multi-level review process to ensure accuracy before filing.

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Bookkeeping & Accounting

Comprehensive bookkeeping and accounting services that keep your financial records organized, accurate, and up to date. We handle accounts payable and receivable, bank reconciliations, financial statement preparation, payroll processing, and general ledger management using industry-leading platforms including QuickBooks, Xero, FreshBooks, and Wave. Our team establishes efficient accounting workflows tailored to your business size and industry, providing monthly, quarterly, and annual financial reports that give you clear visibility into your business performance and cash flow position.

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Business Formation & Compliance

End-to-end support for business formation and ongoing compliance requirements. We guide entrepreneurs through entity selection — LLC, S-Corp, C-Corp, Partnership, or Nonprofit — considering liability protection, tax implications, ownership structure, and operational needs. Our services include Articles of Organization and Incorporation filing, EIN registration, operating agreement preparation, state business registration, annual report filing, registered agent services, and ongoing compliance calendar management so you never miss a filing deadline or regulatory requirement.

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IRS Audit Representation

Expert representation before the IRS for clients facing tax audits, examinations, appeals, and collection matters. Our experienced tax professionals have successfully resolved hundreds of IRS audit cases across all levels — from correspondence audits to field examinations and Tax Court proceedings. We prepare comprehensive documentation, develop response strategies, communicate directly with IRS agents on your behalf, and negotiate payment plans, offers in compromise, penalty abatements, and installment agreements when necessary to achieve the best possible outcome for your situation.

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Payroll Services

Full-service payroll processing and administration for businesses of all sizes. Our payroll solutions include employee and contractor payment processing, payroll tax calculation and remittance, quarterly and annual payroll tax return preparation (Forms 941, 940, W-2, W-3, 1099-NEC, 1099-MISC), direct deposit setup, paid time off tracking, workers compensation reporting, and new hire reporting. We ensure your payroll is processed accurately and on time every pay period, with all tax deposits and filings completed before regulatory deadlines to avoid penalties.

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Financial Advisory & Consulting

Strategic financial advisory services for businesses and individuals seeking to optimize their financial position and plan for long-term success. Our consulting practice covers cash flow forecasting and management, financial modeling and scenario analysis, business valuation, succession planning, retirement planning, investment analysis, debt structuring, and profitability improvement strategies. We work closely with you to understand your financial goals, assess your current position, and develop actionable plans that create measurable improvements in your financial health and business performance.

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About AAG Ledger

AAG TAX, LLC was founded with a single mission: to make expert tax and accounting services accessible, understandable, and valuable for every client we serve. Operating as AAG Ledger, our firm has grown from a solo practice into a trusted team of certified tax professionals, CPAs, and accounting specialists serving clients from our headquarters at 2600 Berlin Turnpike in Newington, Connecticut, and across all 50 states.

Our team brings together extensive experience across tax law, accounting standards, business consulting, and financial planning. Every member of our firm shares a commitment to continuing education, professional excellence, and the highest ethical standards. We invest in ongoing training, maintain active professional certifications, and stay current with the constantly evolving tax code and regulatory landscape to ensure our clients receive advice that is accurate, timely, and strategically sound.

What distinguishes AAG Ledger is our client-centered approach. We take the time to understand your unique financial situation, business goals, and personal objectives before developing customized strategies. We communicate in plain language, return calls promptly, and are genuinely invested in your financial success. Our 99% client retention rate reflects the trust our clients place in us — trust that we earn every day through diligent work, transparent communication, and consistent results that make a real difference in our clients' financial lives.

Organization

AAG TAX, LLC

Brand

AAG Ledger

Headquarters

2600 Berlin Tpke, Newington, CT 06111

Contact

jianbao@aagledger.buzz

Phone

+1 (320) 422-1258

Domain

aagledger.buzz

How We Work

01

Initial Consultation

We begin every engagement with a thorough consultation to understand your financial situation, goals, challenges, and expectations. This discovery session allows us to assess your needs, answer your questions, and determine how we can provide the most value. We review any existing financial documents, discuss your timeline, and outline a clear engagement plan before any work begins.

02

Assessment & Strategy

Our team conducts a comprehensive review of your financial records, tax history, business structure, and compliance status. We identify opportunities for improvement, potential risks, and strategic moves that can optimize your financial position. Based on this analysis, we present a clear strategy with actionable recommendations, projected outcomes, and a timeline for implementation.

03

Execution & Management

We execute the agreed-upon strategy with precision and attention to detail. Whether preparing your tax return, setting up your accounting system, forming your business entity, or representing you before tax authorities, our team manages every aspect of the process. We keep you informed with regular progress updates and remain accessible for questions and guidance throughout.

04

Ongoing Support

Our relationship does not end with the completion of a project. We provide year-round support, proactive reminders for filing deadlines and compliance obligations, and periodic reviews to ensure your financial strategy remains aligned with your evolving goals. Our clients have direct access to their dedicated advisor and can reach us whenever questions or needs arise.

Who We Serve

Our expertise spans a diverse range of client types and industries across the United States.

🏢Small Business Owners
🏛Corporations & LLCs
👤Individual Taxpayers
🏥Healthcare Professionals
Legal Professionals
🏠Real Estate Investors
🚚Transportation & Logistics
🏪Retail & E-Commerce
🔨Construction & Contractors
🎵Creative Professionals

What Our Clients Say

★★★★★

"I moved my business accounting to AAG Ledger three years ago and it was one of the best decisions I have made as a business owner. They took over a messy bookkeeping situation from my previous accountant and had everything clean, reconciled, and organized within weeks. Their tax planning saved my construction company over $18,000 in the first year alone. The team is responsive, knowledgeable, and genuinely cares about their clients' success."

TR
Thomas Rivera Owner, Rivera Construction LLC
★★★★★

"As a healthcare professional with a complex tax situation including multiple income streams, retirement accounts, and investment properties, I needed an accountant who truly understood the nuances of my financial picture. AAG Ledger exceeded my expectations. They identified deductions I had been missing for years, helped me restructure my entity setup for better tax efficiency, and prepared for an IRS audit that was resolved with no additional tax owed. Exceptional service."

DL
Dr. Patricia Lawson MD, Connecticut Medical Associates
★★★★★

"I founded my e-commerce business as a sole proprietor and AAG Ledger guided me through forming an LLC, setting up my accounting systems, and developing a tax strategy that has saved me thousands. What I appreciate most is their availability — whenever I have a question about a tax implication of a business decision, I get a clear answer within hours, not days. They make complex tax concepts easy to understand and act on."

SJ
Samantha James Founder, Coastal Goods E-Commerce

Ready to Get Your Finances in Order?

Schedule a complimentary consultation with our team. We will review your situation and provide a clear plan for moving forward with confidence.

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