About us
Tax planning built around your whole year
Bright Ledger was founded on a simple observation - by the time most people talk to someone about their taxes, every decision that mattered has already been made. We work the other way around.
Meet Ellis Rowe
Ellis is an Enrolled Agent with twelve years of experience in proactive tax strategy for individuals, freelancers and small business owners. He started Bright Ledger after a decade of watching clients arrive in March with good questions and no remaining options.
He works with a deliberately small number of households and businesses each year, so every plan gets built around the actual numbers rather than a template.
Enrolled Agent - admitted to practice before the IRS
How we work
Plan first.
We map the year ahead before it happens, so the strategies that only work in advance are still on the table.
Show the maths.
Every recommendation comes with the estimated saving attached, so you can judge whether it is worth doing.
Stay in touch.
Quarterly check-ins catch the income changes, law changes and life changes that move the plan.
Ready to plan ahead?
Book a free 30-minute call and we will come with two or three concrete ideas.
Prefer to call or email? See all our contact details