For qualified business owners, the annual plan combines advisory review, implementation support, documentation, and quarterly planning.
The annual advisory plan is built for owners who want strategy, implementation support, and quarterly accountability throughout the year.
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.
$2,500 value
A written roadmap showing the highest priority tax strategy opportunities for your specific structure, revenue, and planning gaps.
$3,000 value
S Corp readiness, reasonable compensation, payroll rhythm, and entity structure analysis for owner led businesses.
$4,000 value
Four proactive reviews each year so planning happens while decisions can still affect the tax outcome.
$2,000 value
An advisory file supporting the strategy positions, action steps, and documentation standards in the plan.
$2,500 value
Guidance when financial decisions, investments, hiring, owner pay, or revenue changes affect your tax picture.
$1,500 value
A practical framework for redirecting retained profit into tax advantaged retirement, benefit, and reinvestment vehicles.
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.
“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.”
$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.
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.
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.
Answer eight questions and receive a clearer sense of the tax strategy categories that may deserve attention before the year closes.