Tax Advisory Services
Built for Business Owners Who Want to Keep More of What They Earn
Most accountants look backward. We look forward. Our Tax Advisory services are for business owners who are done playing defense with their finances. It’s for entrepreneurs ready to take control of their tax outcomes, protect what they’ve built, and grow with confidence—without waiting until next April to hear from their CPA.
This isn’t traditional accounting. It’s proactive, personalized strategy designed to support your life and business goals.
What You Can Expect
The Ledgerly Trifecta™ Strategy
Our proprietary framework breaks your financial life into three key areas—Income, Assets, and Family Legacy—so we can identify opportunities, plug leaks, and build a custom game plan.
Ongoing Strategic Planning
Year-round guidance—not just at tax time. We review your numbers monthly, help you plan quarterly, and adjust as you grow.
Entity Structuring & Optimization
S-Corp? Holding company? Trust? We’ll show you exactly what structure suits your business goals—and when to make the move.
Priority Access & Communication
Our advisory clients get same-day communication, priority meeting slots, and direct access to the Ledgerly partners. No ghosting. No gatekeeping.
How It Works
1. Comprehensive Consultation
We start with a deep-dive, 2-hour session to review your current structure, income, goals, and tax risks.
💵 Investment: $1,500
💥 Bonus: If you move forward with advisory services, this fee is credited toward your annual plan.
2. 12-Month Tax Advisory Program
Once you're in, we’re in it together. We’ll map out a custom strategy and provide ongoing monthly support.
💸 Starting at: $1,250/month (billed monthly or annually)
💥 Bonus: If you move forward with advisory services, bookkeeping and other as-needed services are discounted 50%
3. Real-Time, Year-Round Results
No more last-minute scrambling. With us, tax time is just another checkpoint—not a panic attack.
What's Included
At Ledgerly, our advisory clients receive nothing less than a white-glove experience. Expect personalized attention, seamless communication, and priority access to our team. If we can’t connect immediately, you’ll hear from us within one business day — because your time and success deserve nothing less.
Monthly
Quarterly
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Live strategy and Q&A video calls
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Ongoing support for questions and strategy implementation
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Priority communication - at no added charge
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Payroll level & allocation review
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Estimated tax payment calculations - Federal & State(s)
Semi-Annual
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Comprehensive Consultation
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After the filing of your tax returns, and
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6 months later
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Annual
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Preparation & filing of Business Tax Returns
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Preparation & filing of Individual Tax Returns
Bonus
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VIP Access to the partners via personal cell phones
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50% Discount on Bookkeeping and all other as needed services
