Is this actually legal?+
Yes. Every strategy we use is written in the tax code, the same code the wealthiest companies in America use every year. DeMarco is an Enrolled Agent, the highest credential the IRS awards, licensed to represent taxpayers before the IRS itself. Nothing we build relies on gray areas. It relies on you finally using rules that already exist.
Will planning like this trigger an audit?+
Proper planning does the opposite. Audit risk comes from sloppy, undocumented positions. Every LEDGR strategy is documented and defensible: real records, defensible numbers, and an EA who can stand in front of the IRS on your behalf. Guessing is risky. Planning is protection.
I already have a CPA. Isn’t this their job?+
Your CPA files what already happened, accurately and on time. That is a different job from designing what happens next. We work alongside great CPAs every day: they report the year, we shape it before it closes. If nobody has talked to you about next year’s plan, you only have half the team.
The year is almost over. Is it too late for me?+
Usually not. Some of the biggest moves work after year-end: retirement contributions up to your filing deadline, cost segregation on property you already bought, and amending up to three years of past returns to recover what was missed. One client’s “closed” year held over $1M in deductions nobody ever took.
What does it cost?+
The strategy session is free, and you leave it knowing your number: what you’ve been overpaying and what a plan would save. If we can’t find savings that meaningfully outweigh our fee, we’ll tell you that on the call. Clients typically keep multiples of what they invest, documented.
How fast will I see results?+
You’ll see your projected savings on the first call, down to the penny. Implementation depends on the strategy: some moves change your next quarterly payment, others land at filing. Prior-year recovery arrives as an actual refund check from the IRS.
