Tax Preparation & Planning
Individual and business returns filed accurately and on time — plus year-round planning so April stops being an ambush.
Tax services — tax preparation and planning
Cherry Hill, New Jersey
The accountant your business actually enjoys hearing from.
Keystone Ledger is a small-business CPA firm in Cherry Hill, NJ. We handle the tax returns, the books, the payroll and the awkward IRS letters — and we explain every bit of it in plain English, at a flat fee you agree to up front.
No surprise invoicesCalls and quick questions are never billed.
What we do
Four services. One team that talks to itself.
Your bookkeeper, your payroll manager and your tax CPA all sit in the same office. Nothing falls through the gap between them — which is exactly where most small businesses lose money.
Bookkeeping & Accounting
Monthly books reconciled and closed by the 15th, with statements you can actually read and a human to explain them.
Bookkeeping — bookkeeping and accounting servicesPayroll Services
Staff paid on time, filings submitted correctly, and NJ and PA compliance handled so penalty letters never arrive.
Payroll — payroll servicesBusiness Advisory & CFO
Cash-flow forecasting, entity structure and buy-or-lease calls — senior finance thinking without a senior salary.
Advisory — business advisory and outsourced CFO services
Why Keystone Ledger
Most people don’t dislike accounting. They dislike being kept in the dark.
We started Keystone Ledger in 2004 because we were tired of watching business owners get a return in the mail, a bill they didn’t understand, and no conversation in between. So we built the firm around the conversation.
- Flat fees, quoted in writing. You approve the number before we touch a single document.
- Calls are never billable. Ring us with a question in July. There is no invoice at the end of it.
- One named CPA, not a call centre. You get a person, a direct line, and someone who remembers your business.
- We look backwards, once, for free. New clients get a no-charge review of the last two returns. We usually find something.
How it works
Switching accountants is easier than you think
Most new clients are fully moved across in under two weeks, without lifting much more than a pen.
Talk to us for 30 minutes
Free, no pressure, no sales script. Tell us what your business does and what is currently annoying you about your finances.
Get a flat fee in writing
We send a plain-English scope and a fixed price. Nothing starts until you say yes, and the price does not move afterwards.
We handle the handover
We collect your records from your previous accountant, review the last two years for missed deductions, and get to work.
Free guide · 2026 edition
7 Tax Deductions South Jersey Small Businesses Miss Every Year
Keystone Ledger CPA & Advisors · Cherry Hill, NJ
Download the guide
The deductions we find on almost every return we take over
When we review a new client’s last two returns, the same handful of deductions turn up missed again and again — some of them worth thousands. We wrote them down. It takes about eight minutes to read, and there is no sales pitch inside.
Client stories
What South Jersey business owners say
“I ran my contracting business for nine years and never once understood my own P&L. Dana sat with me for an hour and drew it on a whiteboard. We found $11,000 in vehicle and equipment deductions my last guy never asked about.”
“We moved three practices onto Keystone for payroll and bookkeeping. The thing that sold me was that nobody ever charges me for a phone call. I ask more questions now, which is probably the point.”
“An IRS notice landed and I genuinely panicked. I scanned it over at 4pm and had a call back by 4:20 telling me exactly what it was and that they’d answer it. It turned out to be nothing. That call was worth the annual fee on its own.”
Common questions
Things people ask before they call
How much does it cost to have a CPA do my taxes in Cherry Hill?
Individual returns start at $325 and small business returns start at $750. We quote a flat fee in writing before any work begins, so the price you are told is the price you pay. There are no hourly surprises and no invoice for picking up the phone.
Do I need a bookkeeper and an accountant, or just one?
Most small businesses need both, and at Keystone Ledger they are the same team. Our bookkeepers keep the day-to-day records clean and our CPAs use those records to lower your tax bill. When bookkeeping and tax sit under one roof, nothing gets lost in the handoff in March.
Can you take over from my current accountant mid-year?
Yes, and we do it regularly. We request your prior returns and books, review the last two years for missed deductions, and handle the transition paperwork ourselves. Most clients switch to us in under two weeks with no gap in service.
What areas does Keystone Ledger serve?
We are based in Cherry Hill and work with businesses and families throughout South Jersey, including Marlton, Voorhees, Moorestown, Haddonfield and Mount Laurel, as well as the greater Philadelphia region. We meet in person, by video call or at your place of business, whichever suits you.
Do you handle IRS letters and audits?
We do. If you receive an IRS or New Jersey Division of Taxation notice, send it to us and we will read it, tell you plainly what it means, and respond on your behalf. Representation before the IRS is included for returns we prepared.
Let’s talk
Bring us your shoebox of receipts. We’ve seen worse.
Thirty minutes, free, and genuinely no obligation. Worst case, you leave knowing whether your current setup is costing you money.