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

See Through the Noise.
Keep Every Dollar.

110 IRS-Compliant Strategies β€’ Multi-LLM Verified β€’ CPA-Ready in 24 Hours.
The tax firm of the future runs on AI that never sleeps.

For CPA Firms

Automate the Cleanup.

Stop losing margin on messy books. Deliver packages in 24 hours, not months.

  • Multi-client dashboard
  • Automated red-flag detection
  • White-label ready
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
24H
Average Turnaround
100%
Audit-Ready
6,624
Transactions Processed
$0
Target Tax

How We Saved WERCS From Missing a $2M+ Expansion

6,624 transactions across 3 years (2023-2025). Multi-LLM verified. Zero errors.

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 had an incredibly complex tax situation. Their local CPA quoted 6 months just to clean up their books before filing. The delay would have caused them to miss the deadline for the current year to convert from LLC to S-Corpβ€”based on IRS requirements and for securing massive expansion loans worth over $2 million.

6,624
Transactions
~4 YRS
Jun 2023 to Current
$2M+
Funding at Risk

THE RESULT

βœ“
On-Time Conversion

LLC to S-Corp completed before deadline

βœ“
Loan Approved

$2M+ expansion funding secured

βœ“
18 Hours Total

vs. 6 months quoted by local CPA

βœ“
100% Audit-Ready

Complete documentation chain

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 Process

1

Data Ingestion

One-click OAuth connection to QuickBooks/Xero. Drag and drop PDF bank statements and receipt scans. We build the data lake.

2

AI Forensic Scan (24h)

Our engines run 3-way reconciliation, detect commingling, identify assets, and flag missing documentation automatically.

3

Strategic Review

You review flagged items via our dashboard. Approve AI suggestions with a click. Verify the strategies.

4

Execution Package

Receive a complete Financial Statement, Audit Binder, and a Clean QuickBooks file ready for filing.

Investment Structures

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

One-Time Cleanup

$3,499
One-time
  • βœ“ 110-Strategy Forensic Analysis
  • βœ“ 10-Year Tax Projections
  • βœ“ Digital Audit Binder
  • βœ“ QuickBooks Cleanup & Sync
  • βœ“ 24-Hour Turnaround
Commence Workup

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.

Get StartedCPA Partnerships