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Ledgerly for Tax Planning & Strategy

Turn live business books and Form 1040 returns
into a year-round tax-saving roadmap.

Simulate S-Corp salary, retirement plans, Roth conversions and State PTET in real time, from your live ledger and returns.

Preview. $49/mo or $490/yr.

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Also for Households · Entrepreneurs · CPA firms · Bookkeepers

How tax planning works

Bridge your live Entrepreneur or Bookkeeper ledger with 1-to-3 years of Form 1040 returns. Simulate S-Corp reasonable salary, $70k Solo 401(k)/Cash Balance, 10 statutory observations, IRMAA cliffs, multi-year Roth conversions, and State PTET in real time.

Why Tax Planners, CPAs & Entrepreneurs Subscribe · Preview Active Replaces Holistiplan + Corvee + Standalone 1040 Calculators

Unified Live-Ledger + Form 1040 Tax Strategy Engine Across All 32 Advisory Capabilities

Standalone tax-planning tools only read last year's static Form 1040 PDF and have zero visibility into your live YTD business books. Ledgerly Tax Planning (Preview) bridges Live Books General Ledger + Multi-Year Form 1040 Returns to model 2025 IRS statutory savings in real time.

SYNC Live-Ledger + Form 1040 Strategy Engine Pulls YTD business P&L straight from your ledger alongside 1-to-3 years of Form 1040 returns with IRC §7216 consent.
SCORP S-Corp Salary, Solo 401(k) & PTET Simulators Models Schedule C vs. S-Corp reasonable compensation, $70k Solo 401(k) / Cash Balance, Augusta §280A(g) & State PTET.
10 OBS 10 Statutory Tax Observations & Roth Solver Checks NIIT (§1411), IRMAA 2-yr lookback cliffs, AMT (§55), QBI phase-outs, and multi-year Roth conversions to the dollar.
PLAN Side-by-Side Scenarios & Client Tax Report Compare Baseline vs. Scenario A/B/C side-by-side and export a white-label Client Tax Plan & Safe-Harbor 1040-ES roadmap.
1. SYNC Live-Ledger Baseline & Provenance (T-LED-001) Pulls YTD business revenue, expenses, and annualized net profit directly from your Entrepreneur or Bookkeeper ledger with full GL provenance.
2. SCORP S-Corp Reasonable Salary vs. Schedule C (T-LED-002) Models exact W-2 salary vs. shareholder distribution splits, 15.3% SE tax savings, employer payroll taxes, and §199A QBI wage interactions.
3. 401K Solo 401(k), SEP-IRA & Cash Balance (T-LED-003) Enforces 2025 Notice 2024-80 caps ($23,500 employee + 25% employer up to $70,000; $34,750 SECURE 2.0 super catch-up for ages 60–63).
4. 10 OBS 10 Statutory 1040 Observations (T-OBS-001..010) Automatically evaluates marginal bracket headroom, NIIT (§1411), Medicare IRMAA 2-yr lookback cliffs, AMT (§55), QBI phase-outs, and QCDs.
5. ROTH Side-by-Side Scenarios & Multi-Year Roth Solver Compare Baseline vs. Scenario A/B/C side-by-side and solve multi-year Roth conversions to the exact bracket ceiling without crossing IRMAA cliffs.
6. 7216 IRC §7216 Consent, Safe-Harbor 1040-ES & Client Report Built-in 26 CFR §301.7216-3 consent gate, 100%/110% quarterly 1040-ES safe-harbor planner, and white-label client advisory reports.

Tax Planning & Strategy Advisor Pricing (Preview)

Preview · Year-Round Tax Strategy

Tax Planning & Strategy Advisor (Preview)

$49/mo or $490/yr
  • Live-Ledger + 1-to-3 Year Form 1040 Intake & Comparison
  • S-Corp Salary, Solo 401(k)/SEP/Cash Balance, §179 & PTET
  • 10 Statutory Observations, IRMAA Guard & Multi-Year Roth Solver
  • Side-by-Side Scenarios, 1040-ES Safe Harbor & Client Report
Start Tax Planning Preview