Ledger Inc. Tax & Business Advisory
At Ledger Inc Tax & Business Advisory, our mission is to empower individuals and businesses with clarity, confidence, and strategic guidance in every financial decision. We are committed to providing accurate tax preparation, proactive planning, and comprehensive advisory services that support long-term growth and compliance. With integrity at the core of everything we do, we strive to deliver exceptional client care, innovative solutions, and education that helps our clients thrive in an ever-changing financial landscape. Our purpose is simple: to be a trusted partner dedicated to your success, stability, and financial well-being.
Meet Our Amazing Team
Meet the professionals at Ledger Inc Tax & Business Advisory
Stephen Mayes
Founder, Owner, EA, CFO & Financial Advisor
Steve Mayes is the owner of Ledger Inc Tax & Advisory and a highly respected tax professional with more than 25 years of experience serving individuals and businesses nationwide. An Army veteran, Steve brings the same discipline, dedication, and integrity from his military service into every aspect of his work. As an Enrolled Agent (EA), CFO Advisor, and Financial Planner, he offers clients a rare combination of deep tax expertise and strategic financial insight.
Steve’s approach is rooted in accuracy, transparency, and genuine care. He takes time to understand each client’s unique situation and provides tailored guidance that supports both immediate needs and long-term goals. Whether navigating complex tax matters or helping clients build stronger financial foundations, Steve is committed to delivering reliable service, clear direction, and exceptional value year after year. Steve@Ledger.tax, 703-392-5080
Krissy A
Office Manager, Notary, & the Misc Things Coordinator
Krissy serves as the Office Manager at Ledger Inc Tax & Advisory, overseeing client concierge services, marketing, events, scheduling, and the many day-to-day operations that keep the firm running smoothly. With more than 15 years of experience in business operations, bookkeeping, and tax service support, she brings exceptional organization, communication, and client-care skills to every interaction.
Krissy is often the first point of contact for clients, ensuring they feel welcomed, informed, and supported from the moment they begin working with the firm. Her ability to manage details, coordinate services, and anticipate client needs makes her an essential part of the Ledger Inc experience. No matter the task—large or small—Krissy approaches it with professionalism, efficiency, and a genuine commitment to helping clients and the team succeed.
Office@Ledger.tax, 703-392-5080
Joey R
Data Entry & Tax Accountant
Joey R. is a Tax Preparation and Data Entry Specialist at Ledger Inc Tax & Advisory, bringing more than 15 years of hands-on experience in the tax and financial services field. Formally educated with a Masters in Accounting. Known for his precision, reliability, and strong analytical skills, Joey ensures that every return is accurately prepared and every detail is entered with care. His extensive background allows him to efficiently support the team while contributing to a smooth, organized, and high-quality tax preparation process. Joey’s commitment to accuracy and client service makes him a valued member of the Ledger Inc team.
Joey@Ledger.tax, 703-392-5080
Lacey B
Tax Resolution & Tax Prep Specialist
Lacey B. is an IRS-licensed Enrolled Agent who brings exceptional expertise to complex tax matters and tax resolution services at Ledger Inc Tax & Advisory. With a strong command of advanced tax law and a talent for solving challenging cases, Lacey specializes in preparing intricate returns, navigating multifaceted financial situations, and advocating for clients facing IRS or state tax issues. Her thorough approach, analytical skill, and commitment to accuracy make her a trusted resource for clients who need clear guidance and reliable representation. Lacey’s dedication to helping clients resolve tax problems and regain peace of mind makes her an invaluable member of the Ledger Inc team. Lacey@Ledger.tax
Rose S
Expert Advisor
Rose earned her accounting degree from George Mason University and has built a well-rounded career spanning internal audit and advisory work with respected regional firms, including Dixon Hughes Goodman. She is currently completing her final CPA exams in late 2025 and is on track to receive her CPA designation by January 2026. With more than 20 years of private-accounting experience, Rose is known for her exceptional attention to detail, thoroughness, and commitment to high-quality client service.
Ed A
CPA
Ed is a seasoned CPA with decades of experience in the accounting profession. He brings deep expertise in both corporate and individual taxation, with a strong track record in tax preparation and tax resolution matters. Clients value Ed’s steady guidance, technical mastery, and practical approach to navigating complex tax situations.
Warren B
Intern
Warren B. is a valued Tax Intern at Ledger Inc Tax & Advisory, supporting the team with research, data preparation, and administrative assistance throughout the tax process. Eager to grow in the field, Warren brings strong attention to detail, a commitment to learning, and a positive, dependable work ethic to every task he takes on. His enthusiasm and support help keep operations running smoothly while enhancing the client experience. Warren’s dedication and drive make him a promising talent and an appreciated member of the Ledger Inc team.
Jordan K
Office Assistant
Jordan K. serves as our Office Assistant at Ledger Inc Tax & Advisory, providing essential support with administrative tasks, client communication, scheduling, and behind-the-scenes operations. Her friendly approach and strong organizational skills help ensure our office runs smoothly and that clients receive timely, attentive assistance. Jordan will be on maternity leave from December through March, and we look forward to welcoming her back after this exciting new chapter. Her dedication, reliability, and positive spirit make her a valued part of the Ledger Inc team. OnBoarding@Ledger.tax