Services
Tax Planning
The work that decides your bill happens long before April
Entity structure, S corporation elections, quarterly estimates and deduction strategy, reviewed throughout the year while the outcome can still be changed.
- Planning calls
- Quarterly, minimum
- Estimates
- Recalculated each quarter
- Year-end review
- Autumn, before it is too late
- Delivered
- In writing, with the numbers
By the time a return is being prepared, the year is closed and the number is what it is. Planning is the part that moves it, and it only works if it happens while there is still time to act.
We look at how you are structured, how you pay yourself, what you are about to buy and what the next twelve months look like, then tell you what to do about it in plain language and in writing. One of our clients used the result to fund a 401(k) for twelve employees. Another put the savings into a second service vehicle and a new hire.
What is included
S corporation elections
A genuine analysis of whether the election helps you, what a reasonable salary looks like, and what the payroll obligation costs in practice.
Entity structure review
Whether your current structure still fits the revenue you are doing now, and what it would take to change it cleanly.
Quarterly planning
Estimates calculated from real year-to-date numbers rather than last year, with a call before each payment is due.
Deduction and credit review
Depreciation timing, retirement contributions, vehicle and equipment purchases, and the credits your industry commonly leaves unclaimed.
Owner compensation
How salary, distributions, benefits and retirement contributions fit together across your business and personal return.
Who this is for
- Profitable businesses still filing as a sole proprietorship or a default LLC
- Owners whose tax bill has become the largest single line in the business
- Anyone whose current preparer only appears in the spring
Also worth reading
The rest of the practice
Most clients start with one of these and add the others as the business asks for them.
Accounting & Bookkeeping
Monthly reconciliation, clean reporting and cash flow you can read at a glance, closed on a schedule you can set your calendar by.
Tax Preparation
Business and individual returns, multi-state filings and amendments, prepared by CPAs and enrolled agents who have already seen your situation before.
Advisory
Cash flow forecasting, KPI reporting, financing readiness and growth decisions, from advisors who have already read your numbers before the call starts.
Assurance
Audits, reviews, compilations and agreed-upon procedures delivered through our licensed CPA firm, plus full representation if the IRS comes calling.
Next step
Start with a conversation, not a contract
Thirty minutes to talk about where your business is, what it needs, and whether LedgerWay is the right fit. Every engagement is quoted after that call.