Old Fourth Ward · Atlanta, GA
I'm Danielle Whitaker, EA. I help Atlanta families, freelancers, and small business owners file with confidence, keep more of what they earn, and build wealth that lasts.
Next federal filing deadline
What I do
Whether you get one W-2 or run three side hustles, you'll get the same thing: careful work, plain answers, and every credit you've earned.
W-2s, dependents, education credits, and life changes like marriage or a new baby. Federal and Georgia, filed accurately the first time.
For 1099 workers, creators, and gig earners. We'll find your deductions, handle Schedule C, and keep self-employment tax in check.
Single-member LLCs, partnerships, and S corporations. Clean returns, smart entity advice, and filings that hold up to scrutiny.
Monthly books you can actually read, plus quarterly estimate reminders, so April never brings a surprise bill or a penalty.
Got a scary letter? Don't panic. As an Enrolled Agent, I can represent you before the IRS and handle the conversation for you.
Year-round strategy to claim the Earned Income Credit, Child Tax Credit, and homebuyer deductions you qualify for, and plan ahead.
How it works
No shoebox stress, no jargon. You'll always know what's next and what it costs.
Pick a time that works for you. Your first 20-minute consult is free, in our office or by video.
Snap photos or upload PDFs to your encrypted client portal. I'll send a personal checklist so nothing gets missed.
We walk through your return line by line. You'll understand your refund, and your options for next year.
I e-file federal and Georgia, track acceptance, and stay on call all year if a letter ever shows up.
Meet your preparer
I fell in love with numbers in an HBCU accounting classroom in the Atlanta University Center, where professors taught us that financial knowledge is a form of freedom.
After a decade at a regional firm, I kept seeing the same thing: families leaving thousands in credits unclaimed, and business owners afraid to ask questions. So I opened my own door on Auburn Avenue.
Today, Legacy Ledger is a Black woman-owned practice built on patience, precision, and respect. You'll work with me directly, every single time.
Your tax return tells the story of your year. My job is to make sure it also protects your future.
Danielle Whitaker, EA
Each spring and fall, I host free community workshops on generational wealth, credit, and financial literacy at libraries and churches across the city.
Transparent pricing
Every package includes federal and Georgia filing, e-file, and a real conversation with me. You'll get a firm quote before any work begins.
For W-2 earners and families with straightforward returns.
Starting at$175
For freelancers, creators, homeowners, and itemizers.
Starting at$325
For LLCs, partnerships, and S corporations.
Starting at$650
Your first consult is always free. Twenty minutes, no pressure, no obligation. We'll talk through your situation and I'll give you an exact quote.
Client stories
"Danielle found Child Tax Credit money my old preparer missed two years running. She amended both returns, explained every line, and never once made me feel rushed."
Renée T.Decatur · Mom of three
"As a content creator with income from five platforms, I was drowning. Now my books are clean, my quarterlies are scheduled, and I actually understand my numbers."
Marcus J.East Atlanta · Photographer & creator
"When the IRS sent my boutique a notice, I couldn't sleep. Danielle took over the call, resolved it in three weeks, and set up systems so it won't happen again."
Gloria W.Buckhead · Boutique owner
"First house, first itemized return. Danielle walked me through mortgage points and property taxes like a patient big sister. My refund paid for new furniture."
Andre B.College Park · First-time homeowner
I'll confirm by email within one business day.
Secure client portal
Never email a Social Security number again. Upload W-2s, 1099s, and receipts to your private, encrypted portal from any phone or laptop.
Free download
The same one-page list I give every client. Know exactly what to gather before you file, so nothing gets left on the table.
It's yours. Your download should start now.
Download the PDFNo spam, ever. Unsubscribe anytime.
Questions, answered
Don't see yours? Call or text (404) 555-0147. I'm always happy to help.
Bring a photo ID, Social Security cards for everyone on the return, all W-2s and 1099s, last year's return, and any 1098 mortgage or tuition forms. Download my free checklist for the full list.
Individual federal and Georgia returns are due April 15, 2027. Partnerships and S corporations are due March 15. Quarterly estimates are due in April, June, September, and January.
Yes. An extension gives you until October 15 to file, but not to pay. I'll estimate what you owe so you can pay on time and avoid penalties while we finish your return.
Most individual returns start at $175, freelancers and homeowners at $325, and businesses at $650. You'll always get a written quote after your free consult, before any work begins.
Absolutely. About half my clients never visit the office. You'll upload documents to the secure portal, meet me by video, and e-sign everything from your phone.
Take a breath. As an Enrolled Agent, I can represent you directly before the IRS. I'll review the notice, gather support, and handle the correspondence so you don't have to.
It depends on your profit, payroll, and goals. Many owners benefit from an S corp election once net profit passes roughly $50,000. We'll run your real numbers before you decide.
Visit or reach out
Steps from the King Center in the heart of the Old Fourth Ward. Free parking behind the building.
Address
123 Auburn Ave NEPhone
(404) 555-0147Office hours
Extended evening hours February through April 15.