If you're self-employed, you already know how tax season goes.
Receipts in a folder you meant to organize. A mileage log that stopped being current somewhere around March. And a number for what you owe that's really just a guess.
The tools on offer don't fix it. Most templates use categories too broad to recognize a commission split, a per diem meal, or a $25 client gift cap. Most apps go the other way: a monthly fee, a bank connection, and a flat percentage standing in for your actual tax.
AgentLedger is built for the space in between.
Each tracker starts from one profession's year: the income it earns, the expenses it actually has, and how its categories map to Schedule C. You get Excel and Google Sheets editions, real tax math, and nothing that connects to your bank.
Give independent professionals and families a tool that's accurate enough to trust, simple enough to use without training, and specific enough to their work that it feels built for them — not adapted from a generic template.
A tax season where no self-employed person shows up with a shoebox and a guess — and every accountant receives numbers that are organized, complete, and ready for review.
Four things every tracker does
Real tax math, not guesses
Self-employment tax blended with your federal bracket and your state's top rate. Mileage at the right IRS rate for each trip's date. Rates checked for the tax year, with the date printed in the file.
Your data stays yours
No AgentLedger account, no bank connection, and we never see what you enter. The Excel edition lives on your own device; the Sheets edition lives in your own Google account.
Built by profession
Every tracker starts from one question: what does this profession's year actually look like? Each category is mapped to Schedule C.
Per tax year, yours to keep
From $27 per tax-year edition ($47 for a Pro Edition), with Excel and Google Sheets both included and the Personal tracker free with any 2026 profession tracker. No subscription.
Built by someone who lived it
AgentLedger was founded by a licensed Life and Health insurance professional with 25 years in the business, whose career runs from insurance field leadership through 16 years in banking to Medicare sales leadership.
"I know how tax season goes because it was my own for years. I built a dozen spreadsheets trying to get it right, and each one solved one problem and created three more. So I built the tool I couldn't find — and I use it for my own taxes."
For tax offices and firms
Office licenses
Equip your own team: seats for your staff, each with their choice of tracker. From $19 a seat at five or more, bought per tax-year edition, with nothing that renews automatically.
See office licensesTax professionals
Recommend AgentLedger to clients who need their records organized. Request three sample workbooks as PDFs and we'll email them to you to review first.
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