S Corp readiness
Entity structure drift
Owners often outgrow their first entity setup before anyone models the tax impact of staying there.
Free · 3 minutes · personalized result
Find the profit leaks hiding inside your tax structure.
LEDGR helps founders, consultants, agency owners, and ecommerce sellers diagnose tax exposure, recover cash flow, and install proactive strategy before another year closes.
8
question scorecard
Year-round
planning support
4
quarterly reviews
Profit Recovery Scorecard
1What is your annual business revenue?
2What is your current business entity structure?
3Has your CPA ever proactively called you with a tax strategy?
4Do you have a business retirement plan in place?
8
Questions
Your Assessment path
Answer the questions. Enter your details. Review your result and choose the right next step.
The Problem
You are not behind on taxes. You are behind on strategy.
Most profitable owners do not need more tax trivia. They need a clearer operating system for entity structure, owner compensation, documentation, timing, and wealth deployment.
Compensation review
Owner pay confusion
Salary, draws, distributions, and reimbursement rules need a deliberate structure instead of guesswork.
Planning rhythm
Year end decision loss
Retirement, equipment, benefits, and documentation decisions lose power when they are reviewed after the year closes.
The M.R.I. Framework
A practical framework for turning tax strategy into operating rhythm.
The work begins with a diagnosis, moves into a written Tax Savings Blueprint, and continues through implementation support and quarterly strategy reviews.
01
Start with the Scorecard
Map
The free Profit Recovery Scorecard gives an initial read on exposure and the planning categories most likely to matter for your business.
02
Assess the opportunity
Recover
If the scorecard indicates a stronger fit, the Tax Assessment maps the specific strategies, documentation, and cash flow opportunity.
03
Install the plan
Implement
Qualified annual plan clients receive an ongoing quarterly rhythm for entity, payroll, documentation, and wealth deployment decisions.
Client journey
The Discovery Call is the doorway, not the entire assessment.
Prospects start with the scorecard, book a Discovery Call when the fit is clear, then move into the Tax Assessment before reviewing the Annual Advisory Plan.
1Complete the Profit Recovery Scorecard
2Review your current exposure category
3Book a Discovery Call when the fit is clear
4Move into the Tax Assessment
5Review the Annual Advisory Plan
6Begin year round planning support
Assessment path
1
Complete the Profit Recovery Scorecard
2
Review your current exposure category
3
Book a Discovery Call when the fit is clear
4
Move into the Tax Assessment
The LEDGR Wealth Shield
Tax strategy support built for high income earners.
The annual advisory plan is built for owners who want strategy, implementation support, and quarterly accountability throughout the year.
Annual investment
Determined after your Tax Assessment
Accepted clients typically identify $15K to $40K or more in annual tax exposure. The investment is discussed after the assessment confirms the fit and the opportunity.
Custom Tax Blueprint
$2,500 value
A written roadmap showing the highest priority tax strategy opportunities for your specific structure, revenue, and planning gaps.
Entity & Compensation Review
$3,000 value
S Corp readiness, reasonable compensation, payroll rhythm, and entity structure analysis for owner led businesses.
Quarterly Strategy Reviews
$4,000 value
Four proactive reviews each year so planning happens while decisions can still affect the tax outcome.
Compliance & Documentation File
$2,000 value
An advisory file supporting the strategy positions, action steps, and documentation standards in the plan.
Direct Advisory Access
$2,500 value
Guidance when financial decisions, investments, hiring, owner pay, or revenue changes affect your tax picture.
Wealth Deployment Framework
$1,500 value
A practical framework for redirecting retained profit into tax advantaged retirement, benefit, and reinvestment vehicles.
Proof
Real planning conversations start with the leaks owners already feel.
LEDGR works with business owners who are tired of surprise tax bills, unclear entity decisions, and reactive advice. These examples show the kinds of planning gaps the Scorecard is designed to surface.
600+
clients served
$20M+
documented savings
EA
IRS credential
“LEDGR helped me understand why my tax bill kept surprising me and what needed to change before the next year closed.”
“The biggest value was having a strategy conversation before tax season instead of another cleanup conversation after it was too late.”
“I finally saw the connection between entity structure, owner pay, documentation, and cash flow in one clear plan.”
Case study
Agency owner with reactive tax planning
$500K+ revenue service business
Before: The owner was profitable but had no quarterly strategy rhythm, no proactive compensation review, and no clear year end decision path.
After: The assessment focused the conversation on entity structure, owner pay, documentation, and a quarterly planning cadence before another surprise tax bill.
Case study
Consultant with unclear owner compensation
High income independent consultant
Before: The owner was taking money from the business without a structured review of salary, distributions, retirement options, or reimbursement rules.
After: The planning path identified compensation structure, accountable plan review, and retirement plan evaluation as the highest priority discussion areas.
Case study
Ecommerce seller with strong revenue growth
Fast growing online business
Before: Revenue increased faster than the tax planning system. Inventory, deductions, cash reserves, and owner pay were being handled without a coordinated review rhythm.
After: The advisory conversation centered on timing, documentation, cash flow planning, and whether annual planning value justified a deeper engagement.
Highest IRS credential
Tax strategy led by an Enrolled Agent who understands the pressure of a painful tax bill.
LEDGR Advisory helps high income earners, founders, and self employed professionals identify tax exposure, prioritize legal strategies, and plan before the year closes.
EA
IRS credential
600+
clients served
$20M+
documented savings
Founder & Enrolled Agent
DeMarco Spears
Highest IRS credential
LEDGR helps business owners move from surprise tax bills to clearer strategy, stronger records, and proactive planning throughout the year.
Proactive
Tax strategy
Year round
Planning cadence
Advisory team
Strategy support that feels coordinated from the first conversation.
LEDGR brings together tax strategy, documentation standards, planning priorities, and advisory follow through so business owners can make better decisions before tax season arrives.
Coordinated advisory support
Clients receive clear next steps, organized recommendations, and consistent guidance across tax planning decisions.
Structured deliverables
Clear records, written recommendations, and recurring reviews help keep tax strategy connected to real business decisions.
Advisory operating rhythm
A simple three part cadence keeps the advisory work organized after the first conversation.
1Fact patternEntity, revenue, owner pay, records, and current filings are reviewed together.
2Strategy briefThe strongest planning categories are organized into a written recommendation path.
3Review cadenceQuarterly check ins keep decisions current while the year is still open.
Start here
Take the Profit Recovery Scorecard and identify where your tax strategy may be leaking profit.
Answer eight questions and receive a clearer sense of the tax strategy categories that may deserve attention before the year closes.