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2026 Events for Client Success!

Ledger Inc is excited to welcome all personal and business tax clients to our 2026 lineup of educational and community-focused events. Throughout the year, we’ll be hosting seminars, open forums, masterminds, and accountability groups designed to keep you informed, compliant, and ahead of evolving tax trends. These events offer valuable opportunities to learn, ask questions, connect with others, and stay proactive in managing your financial and tax responsibilities. Whether you’re looking to sharpen your tax knowledge or support your personal or business growth, our 2026 events provide resources and guidance to help you thrive.

Month of January

January 2026

  • Newsletter

  • EVENT: Financial Literacy & Tax Basics. Helping clients understand taxes. January 21st, Zoom

  • Accountability Group: Financial Management & Transparency. January 7th

  • Monthly Mastermind: Numbers that matter: Identify your key business metrics. January 28th, Zoom

  • Open Forum: January 14th, Zoom

Image by Emiliana Hall

February 2026

  • Monthly Mastermind: Profit First, Building a Business That Pays You! Febraury 25th, Zoom

  • Open Forum: February 18th, Zoom

Image by Daniel Seßler

March 2026

  • Monthly Mastermind: Cash Flow Confidence: Planning for Growth & Survival, Zoom

  • Open Forum: March 18th, Zoom

Image by Annie Spratt

April 2026

  • Newsletter

  • Accountability Group:Tax & Regulatory Compliance, April 1st

  • Monthly Mastermind: Tax Basics Every Small Business Owner Must Master, April 22nd, Zoom

  • Open Forum: April 29th, Zoom

Image by Maddi Bazzocco

May 2026

  • Monthly Mastermind: Qtrly Taxes Made Simple: Never be caught off guard again. May 27th, Zoom

  • Open Forum: May 13th, Zoom

  • EVENT: Maximizing Your Refund: Individual Taxpayer Tips, May 20th

Image by Behnam Norouzi

June 2026

  • Monthly Mastermind: Maximizing Deductions & Credits: keep more of what you earn, June 24th, Zoom

  • Open Forum: June 17th, Zoom

Fourth of July Design

July 2026

  • Newsletter

  • Accountability Group: Customer Service & Retention. July 8th

  • Monthly Mastermind: Designing the Customer Experience, July 22nd, Zoom

  • Open Forum: July 15th, Zoom

Image by Elin Melaas

August 2026

  • Monthly Mastermind: Building Customer Loyalty & Retention Systems, August 26th, Zoom

  • Open Forum: August 19th, Zoom

Three Pumpkins

September 2026

  • EVENT: Tax Strategies for Investors & Retirement Planning, Sept 30th

  • Monthly Mastermind: Scaling customer service with systems and team accountability, Sept. 16th, Zoom

  • Open Forum: September 30th, Zoom

Halloween Lights

October 2026

  • Newsletter

  • EVENT: Small Business Tax Essentials Seminar, October 21st

  • Accountability Group: Strategic Growth & Execution, October 7th

  • Monthly Mastermind: Vision to Execution, From big goals to qtrly action plans, October 28th, Zoom

  • Open Forum: October 21st, Zoom

Thanksgiving Dinner

November 2026

  • EVENT: Year-End Tax Planning Workshop, November 4th

  • Monthly Mastermind: Docus & Discipline- Avoiding Shiny Object Syndrome, November 18th, Zoom

  • Open Forum: November 11th, Zoom

Christmas Decorations

December 2026

  • Retention Letters for 2026/27

  • EVENT: Annual Planning, Marketing, & Goal Setting Workshop, December 2nd

  • Accountability Group: A Year in Review, December 2nd

  • Monthly Mastermind: Scaling Smart - Building systems and processes that free you up. December 16th, Zoom 

  • Open Forum: December 9th, Zoom

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