LEDGR Advisory. Keep More of What You Earn

The Annual Advisory Plan

What working with LEDGR looks like

Not a once-a-year filing. A year-round strategy. Written, documented, and reviewed every quarter.

01

Custom Tax Blueprint

A written, personalized plan mapping every strategy to your income, entity and goals.

02

Entity & Compensation Review

Right entity, right owner pay. We fix the structure that drives the bill.

03

Quarterly Strategy Reviews

We adjust before decisions expire. Not after they’re locked in.

04

Compliance & Documentation

Every strategy backed by an audit-ready file. Aggressive on savings, airtight on paper.

05

Direct Advisory Access

A strategist on call for the big moves. A sale, a purchase, a new property. Before you make them.

06

Amended Return Recovery

In many cases we go back, amend prior years, and recover money you already handed over.

The Deep-Dive Assessment

The 12 areas where owners overpay

Every assessment covers the places seven- and eight-figure owners most commonly overpay. Areas your current CPA has likely never reviewed.

Business entity structure & optimization

Owner pay. Salary, draws & payroll strategy

Self-employment & FICA exposure

QBI deduction eligibility

Business & real estate working together

Real estate depreciation & cost segregation

Management company structure

Family structure & income shifting

Retirement stacking & deferred compensation

Prior-year amended return recovery

Investment & portfolio tax positioning

Year-end timing. Decisions that expire Dec 31

Every finding goes into a detailed written action plan. No vague estimates, just a real number tied to your real situation.

CPA·Enrolled Agent·IRS-Credentialed

Meet Your Strategist

DeMarco Spears

“I know this pain personally. Because I was the business owner who owed six figures to the IRS.”

DeMarco scaled his first business to over $50,000 a month. Then got hit with a six-figure tax bill that put him in the worst financial position of his life. So he did what most owners never do: he learned the tax code himself.

The next year, he didn’t just erase that six-figure bill. He pulled an $18,000 refund from the IRS. He’s been doing the same for business owners ever since: 600+ clients, $20M+ saved. Not with loopholes or risk, just by knowing and applying the code.

Built for 7- & 8-figure ownersWhere small inefficiencies become six-figure differences.

Real estate investors welcomeBusiness income and property, structured together.

Strategy-first, not forms-firstWe start with opportunity, not paperwork.

Full-picture reviewBusiness + entities + real estate + investments, as one system.

- DeMarco Spears, LEDGR Advisory

How It Works

Three simple steps to your number

Finding out exactly how much you’ve been overpaying is simple. If you’re overpaying now, you’ve probably been overpaying for years. One call can change that.

01

Book a Call

Grab a time below. A member of DeMarco’s team will personally reach out and set up your assessment.

Takes 60 seconds

02

Upload Your Documents

Send over your returns and numbers so we can dig into your specific situation before we meet.

Simple & secure

03

Sit Down One-on-One

DeMarco reviews your numbers himself and shows you. Down to the penny. Exactly how much you can save.

Directly with DeMarco

Your Move

Find out what you’ve been leaving on the table.

A free strategy session with DeMarco. And a real number, down to the penny.

Apply for Your Free Session →

Takes 60 seconds · for qualified owners