SYSTEM ONLINE: FORGE STRATEGOS V6.0
TAX LAW DATABASE: UPDATED 14MS AGO
NEW Unbreakable Ledger Engine Active
STRATEGY Augusta Rule: Tax-free rental income active
ALERT Monitoring 2026 SALT Deduction Changes
STRATEGY Micro-Captive 831(b) Structures Loaded
UPDATE Cost Segregation AI: +40% Depreciation Detection
STRATEGY Solo 401k + Cash Balance Stacking
NEW Unbreakable Ledger Engine Active
STRATEGY Augusta Rule: Tax-free rental income active
Ledger Lens

Recover Lost Wealth
Hidden In Your
Messy Books

15 FORENSIC ENGINES β€’ MULTI-LLM SUPREME COURT β€’ AUDIT-PROOF IN 24 HOURS
15 AI forensic engines working 24/7 to find every legal deduction, uncover hidden A/R, and fix what your last bookkeeper missed. Built for CPAs who need audit-proof work yesterday.

For CPA Firms

Your Secret Weapon

Stop losing clients to 6-month backlogs. White-label our AI forensic cleanup and deliver audit-ready books in 24 hoursβ€”not 6 months.

  • Scale Without Hiring: Handle 10x more clients
  • Audit-Proof Everything: Zero liability exposure
  • Charge More, Deliver Faster: Premium pricing, 24h turnaround
  • Focus on Strategy: AI handles data entry
Partner Inquiry
For Business Owners

Audit-Proof Your Wealth.

Clean books for taxes, loans, or investors. AI finds every legal deduction.

  • Upload receipts from mobile
  • 110 Tax Strategies Applied
  • CPA-Ready Package (24hrs)
Start Full Workup
15
Forensic Engines
3
AI Models (Multi-LLM)
24H
Delivery Time
0
Black Boxes

How We Unlocked $500k in A/R, Fixed 95% Accuracy Gaps, and Pivoted WERCS to Zero-Tax S-Corp Statusβ€”In 18 Hours

6,000+ transactions across 3 years (2023-2025). 95% β†’ 99.3% accuracy. $89k/year ongoing savings.

Western Equipment Repair Contract Services
INDUSTRIAL SERVICES LLC β†’ S-CORP CONVERSION
18 HRS
Our Turnaround Time
6 MONTHS
Local CPA Estimate

THE PROBLEM

WERCS was sitting on $500k in unpaid invoices they couldn't prove existedβ€”their A/R aging report was a disaster with 95% of transactions miscategorized or missing documentation. Their local CPA quoted 6 months just to clean up 6,000+ transactions across 3 years before filing. The delay would have caused them to miss the deadline to convert from LLC to S-Corpβ€”critical for securing $2M+ in expansion loans and unlocking their trapped accounts receivable.

6,000+
Transactions (2023-2025)
$500K
A/R Unproven & At Risk
95%
Miscategorized/Undocumented
$2M+
Expansion Funding at Risk

THE RESULT

βœ“
$500k A/R Unlocked

Full documentation chain for all invoices

βœ“
95% β†’ 99.3% Accuracy

Every transaction verified across 3 AI models

βœ“
Zero-Tax S-Corp Status

LLC to S-Corp conversion completed on time

βœ“
$89k/Year Savings

Ongoing self-employment tax elimination

βœ“
18 Hours Total

vs. 6 months quoted by local CPA

βœ“
$2M+ Funding Secured

Expansion loans approved with clean books

We were going to miss our expansion opportunity because our books were a mess. Ledger Lens didn't just clean them upβ€”they did it fast enough to save our entire growth plan. This tech is a game-changer.

β€” WERCS Management Team
Western Equipment Repair Contract Services

The Art of Zero.

Tax is not a mandatory loss. It is a variable cost to be managed. Here is what optimized ledgers look like.

Tech Founder
Liability: $2.38M
To $0
QSBS Β§1202 Exclusion on Exit
Medical Practice
Annual Savings
$90k+ /yr
Defined Benefit + Cash Balance
Real Estate Investor
Capital Gains
Deferred
1031 Exchange + Cost Segregation

CODIFIED IRS STRATEGIES

QSBS Β§1202
Cost Segregation
1031 Exchange
Captive Insurance
Defined Benefit Plan
Opportunity Zones
Augusta Rule
R&D Tax Credit
Conservation Easement
Energy Credits (IRA)
ERTC/WOTC Claims
IC-DISC Export

Intelligence That Shows Its Work.

No hallucinations. No black boxes. Every AI decision is backed by clickable, forensic evidence.

SECURE CONNECTION
CLIENT (YOU)
Why is there a $15,000 charge in July 2023?
LEDGER LENS SYSTEM β€’ 98% CONFIDENCE

That is a payment to ABC Equipment Co for industrial parts.

EVIDENCE CHAIN:
[BANK] Chase ****1234 Statement VIEW SOURCE
[DOC] Invoice ABC-2023-0145 VIEW PDF
[ERP] QuickBooks JE-5678 VIEW ENTRY

βœ“ Verified via FORGE AI Engine
Recommendation: Depreciate over 7 years (MACRS)

Capture Reality. Instantly.

Receipts fade. Ledger Lens doesn't. Snap a photo of a crumpled receipt at the job site. Our AI reconstructs the data, matches it to your bank feed, and categorizes it before you put your phone back in your pocket.

Snap & Upload

Works offline. Upload batches.

Auto-Match

AI links photo to bank transaction.

🧾
ANALYZING...
TOTAL: $452.12
VENDOR: HOME DEPOT

The Ledger Lens Forensic Workflow

10 Sequential Steps. 15 Tax Engines. Zero Black Boxes.

01
πŸ“€

Upload

Bank statements & financial data ingestion

02
πŸ“‘

Deduplication

Smart duplicate detection & elimination

03
πŸ’°

Accounts Receivable

Deep A/R matching & payment tracking

04
🏷️

Categorization

AI-powered transaction classification

05
πŸ“š

Vendor Enrichment

Business intelligence & validation

06
⚠️

Exception Detection

Anomaly & fraud pattern recognition

07
πŸ’‘

Tax Strategy Core

15 Forensic Engines
HOVER TO EXPAND

08
πŸͺ

Shop Reports

Multi-entity performance analysis

09
βœ…

Validation

Cross-reference & accuracy verification

10
πŸ“¦

Audit Binder

CPA-ready documentation package

Sales Tax Nexus
Property Tax Analysis
Gross Receipts Tax
PTE Tax Optimization
Depreciation Engine
R&D Tax Credits
Idaho Investment Credits
WOTC Hunter
Energy Credits
Entity Structure Optimizer
Accrual Basis Engine
Nexus Detection Service
Tax Payment Hunter
Multi-Year Bridge
Strategic Valuation

Investment Structures

Choose your level of engagement. All tiers include full audit protection.

Forensic Workup

$3,499
One-time
  • βœ“ 15-Engine Forensic Analysis
  • βœ“ 10-Year Tax Projections
  • βœ“ Digital Audit Binder
  • βœ“ QuickBooks Cleanup & Sync
  • βœ“ 24-Hour Turnaround
Commence Workup

Full Cycle Rescue

$5,999
One-time (Complete Service)
  • βœ“ Everything in Forensic Workup
  • βœ“ Complete Tax Return Filing
  • βœ“ Federal + Multi-State
  • βœ“ Entity Structure Optimization
  • βœ“ CPA-Reviewed
  • βœ“ 3-Year Audit Defense
Complete Service

Ongoing Monthly

$399
Per Month
  • βœ“ Ongoing AI Bookkeeping
  • βœ“ Unlimited Document Uploads
  • βœ“ Real-time Optimization Alerts
  • βœ“ Monthly Tax Savings Reports
  • βœ“ 24/7 Multi-LLM Chatbot
Subscribe

Stop Waiting. Start Saving.

The IRS doesn't wait. Neither should you. Upload your files today, wake up to a CPA-ready future.

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