LEDGR Advisory helps high-income tech professionals, enterprise sales leaders, business owners, physicians, real estate investors, and 1099 contractors identify tax exposure and install proactive strategy before another year closes.
A 30-minute conversation to find out exactly where your tax strategy may be leaking profit.
Not because the strategies do not exist. Because nobody told them about the strategies in time. A CPA who only sees you in March cannot change what happened in December.
Owners often outgrow their first entity setup before anyone models the tax impact of staying there. S Corp readiness is one of the most overlooked opportunities in the code.
Salary, draws, distributions, and reimbursement rules need a deliberate structure instead of guesswork. The difference is thousands of dollars in unnecessary FICA exposure.
Retirement, equipment, benefits, and documentation decisions lose power when they are reviewed after the year closes. Planning rhythm is the strategy.
LEDGR works with a focused group of clients whose income level, business structure, and planning gaps create the most meaningful opportunity for proactive tax strategy.
Software engineers, product managers, and senior ICs at Google, Microsoft, Salesforce, Oracle, and similar companies earning $200K–$600K+ — with RSU vesting events, ISOs, or NSOs that need a coordinated equity, holding period, and income timing strategy.
Sales directors and account executives with variable W-2 income, large bonus years, and NQDC plan access who need proactive strategy before high-income years close.
Founders, agency owners, fractional executives, and independent consultants operating an LLC or S-Corp who need entity structure, S-Corp election, and retirement plan strategy working together.
High-income W-2 and self-employed physicians who need entity structure, Cash Balance Plan, retirement planning, and compensation strategy aligned before year end.
Investors with rental income, short-term rentals, or active flipping who need depreciation, cost segregation, bonus depreciation, and entity strategy coordinated.
Independent professionals whose income has grown past the point where a basic return and a SEP IRA is enough — and who are ready to implement a real strategy.
Professionals in California, New York, Washington, and Texas who can now benefit from the OBBBA's $40,000 SALT cap and need a full itemization and deduction strategy.
One engagement. Six integrated deliverables. A planning system that runs all year — not just in April.
A written roadmap showing the highest-priority tax strategy opportunities for your specific structure, revenue, and planning gaps.
S Corp readiness, reasonable compensation, payroll rhythm, and entity structure analysis for owner-led businesses.
Four proactive reviews each year so planning happens while decisions can still affect the tax outcome.
An advisory file supporting the strategy positions, action steps, and documentation standards in the plan.
Guidance when financial decisions, investments, hiring, owner pay, or revenue changes affect your tax picture.
A practical framework for redirecting retained profit into tax-advantaged retirement, benefit, and reinvestment vehicles.
A focused conversation to review your entity structure, revenue stage, owner compensation, and current planning gaps. No commitment required.
A deep-dive analysis that maps your highest-priority strategies, documentation requirements, and estimated annual tax savings opportunity.
Qualified clients receive a written Tax Blueprint, monthly or quarterly reviews, direct advisory access, and a structured planning rhythm throughout the year to implement tax reduction stratgies.
"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."
Book a Discovery Call and find out exactly which strategies apply to your situation before another year closes without a plan.
Book a Discovery Call