From $94,000 in taxes to $31,200.
How a Dallas business owner kept an extra $62,800. Without changing a single dollar of revenue.
Marcus ran a successful digital marketing agency in Dallas generating $420,000 in annual revenue. He had an accountant who filed every year, paid his taxes on time, and assumed everything was handled correctly. He came to LEDGR after a peer mentioned paying significantly less in taxes on similar income.
His first question was simple: “Am I paying too much?” The answer was yes. Significantly.
During a 20-minute tax assessment, LEDGR identified four separate areas where Marcus’s business was not structured to minimize his tax liability. None were illegal or risky. All were fully available to him. None had ever been brought to his attention.
The way Marcus pulled income out of his business was costing him significantly more than necessary. A straightforward structural adjustment changed that immediately.
No tax-advantaged accounts in place despite earning $420K annually. Every dollar of profit fully exposed. The right accounts changed that picture dramatically.
Multiple legitimate deductions had never been identified or captured. Years of overpayment were recoverable through amended filings.
A structural issue in how expenses flowed through the business was creating unnecessary taxable income. Straightforward to correct. Once identified.
Four targeted moves. Identified, sequenced, and executed within 90 days. The specifics vary for every client based on income, structure and goals.
Addressed how Marcus paid himself. No change to cash flow or operations.
Put the right accounts in place. Money that was being taxed is now sheltered and growing.
Captured correctly going forward. And amended prior years to recover what was already overpaid.
Corrected how expenses were handled, eliminating unnecessary taxable income going forward.
“I had an accountant for 4 years and nobody ever had this conversation with me. I kept writing the check every April and assuming that was just how it worked. Finding out I could have kept $62,800 this year was frustrating and eye-opening at the same time. I wish I had done this sooner.”
The changes to Marcus’s structure aren’t one-time fixes. They’re permanent features of how his business now operates. At his current trajectory, LEDGR projects $55,000–$70,000 in tax savings every year. Over 5 years, that’s $275,000 to $350,000 kept. Not paid to the IRS.