Ledger Desk answers your firm’s website and phone line 24/7 in four languages. It explains tax and accounting questions the way a senior entertainment CPA would, qualifies every caller, flags IRS deadlines that can’t wait, and records the whole conversation in your private inbox.
Built for CPAs, enrolled agents, business managers and production accountants. No Social Security or account numbers are ever collected.Asked whether §181 still applies (it doesn’t for 2026 starts) and how Georgia’s transferable credit compares with California’s Program 4.0. Full transcript attached.
Ledger Desk is an AI voice front desk for accounting firms and business managers, made by Siamak Kalhor Consulting in Los Angeles. It answers callers 24/7 in English, Spanish, Farsi and Armenian, gives general explanations of current U.S. federal and state tax rules, specializes in the entertainment industry, scores every lead as urgent, hot, warm or cold, and delivers each recorded call with a transcript and summary to the firm’s private inbox within about a minute. It never gives individualized tax, legal or investment advice.
Busy season, late-night producers, an IRS letter on a Saturday. Every unanswered call is a client who calls the next firm, and every rushed call is an intake missing the details you need.
Answers every call, nights, weekends and the week before April 15, without hold music.
Languages: English, Spanish, Farsi and Armenian. It switches when the caller does.
From hang-up to a structured, recorded lead in your inbox and your email.
Try “Can I still use Section 181 for a film starting next spring?”, “I shot in three states this year, where do I file?”, or “I got a final notice of intent to levy.” Your microphone is used only after you press start.
“We start principal photography in Georgia in March. Can we still expense the production under 181?”
“Recibí una carta final del IRS que dice que van a embargar mi cuenta.”
“I’m a W-2 actor in LA, I worked in New York for four months. Can I deduct my agent and manager fees?”
The knowledge base is written from IRS revenue procedures and notices, the One Big Beautiful Bill Act and state film offices, and dated so the agent always says which tax year a figure applies to. When something needs confirmation, it says so instead of guessing.
§181 sunset and §168(k) bonus depreciation, the income forecast method, ASC 926 and ASC 606, cost reports, fringes, completion bonds and recoupment waterfalls.
Loan-out S and C corporations, reasonable compensation, qualified performing artists, residuals and royalties, multi-state work days and foreign withholding.
Royalty statements and audits, touring across states, California, New York, Georgia, New Jersey, New Mexico and more: residency tests, nonresident withholding, PTET elections and film credit mechanics.
Each firm gets its own private workspace. Your team signs in, works the inbox, and turns leads into clients.
Discloses it is an AI, not a CPA, attorney or adviser, at the start and whenever a caller seems unsure.
Explains how rules work; never tells a caller what to file, which position to take or how to invest. States that no engagement is created.
Stops callers from sharing Social Security, bank or card numbers. Documents go through your own secure portal.
Each firm’s records are isolated at the database level, consistent with IRC §7216 and the FTC Safeguards Rule.
Automatic checks on each conversation: AI disclosed, no individualized advice, intake complete.
Each firm’s assistant runs only through its own code and can be restricted to the firm’s websites.
“Most firms don’t lose clients on expertise. They lose them on the phone call nobody answered. Ledger Desk makes sure the first conversation is as good as the work that follows.”
Founder of Siamak Kalhor Consulting in Los Angeles, with forty years of marketing and business experience across legal, medical, e-commerce, hospitality and finance. Ledger Desk is built on the same platform as Your Legal Brain, his AI intake system for law firms. About Siamak
Give your firm a front desk that knows tax, speaks four languages and never sleeps.
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