Most CPAs file your business return. We make sure the structure earns its keep.
Entity selection, owner compensation, retirement plan design, year-end timing — these are the levers that separate a tax bill from a tax strategy. We pull them year-round so your business return reflects work that was done in July, not panic that happened in March.
Built for a specific client.
This is for the owner-operator who’s outgrown a generalist preparer — the one who treats every business the same regardless of industry, structure, or owner comp profile. If your business is profitable and your return takes ten minutes to prep, you’re overpaying.
- S-Corp owners with $150K+ in net profit and no reasonable-comp study on file
- LLC owners questioning whether to elect S-Corp status under §1362
- Partnerships and multi-member LLCs with K-1 complexity or special allocations
- Professional service firms (medical, legal, engineering, consulting) navigating §199A SSTB rules
- Construction, oil & gas, and trades businesses with §263A, §460, or depletion exposure
Everything in the engagement.
- Entity election and re-election analysis — S-Corp, C-Corp, partnership, with five-year tax modeling
- Reasonable compensation study — IRS-defensible owner salary backed by industry comparables
- Business return preparation — Form 1120-S, 1120, 1065, with K-1s for every owner
- §199A QBI optimization — wage and UBIA tuning to capture the full 20% deduction
- Retirement plan design and funding — Solo 401(k), SEP, defined benefit, cash balance — set up and integrated
- Accountable plan setup — §1.62-2 reimbursements for home office, vehicle, cell phone, travel — moved out of personal returns
- Year-end planning meeting — entity-level moves identified and executed before December 31
Four steps. No mystery.
Structure review
Current entity, owner comp, retirement plan, and accountable-plan setup audited.
Optimization plan
Written recommendations with dollar impact per change.
Implementation
Elections filed, payroll adjusted, plans funded, books cleaned.
Ongoing maintenance
Quarterly reviews tied to your real-time P&L, not last year’s number.
A typical $500K-revenue S-Corp client saves $18K–$45K in the first year from entity, comp, and retirement adjustments alone — and that recurs every year after.
Questions we get most often.
Usually a lot. Most S-Corp elections were filed without a reasonable-comp study, without an accountable plan, and without an integrated retirement strategy. We rebuild all three — and the savings show up immediately in the next quarter’s payroll.
Yes — losses are an asset if you structure them right. NOL carryforwards, §469 grouping elections, and basis planning let losses offset future income or owner W-2. Skipping the planning year is how owners forfeit deductions they earned.
S-Corp elections are due by March 15 to be retroactive for the current year — and late elections under Rev. Proc. 2013-30 are usually available for up to 3 years and 75 days back. Don’t assume you missed the window. Call.
Ready to put this to work?
Book a structure review — 30 minutes, and you’ll know within the first 15 whether you’re overpaying.
Book a Free 30-Min Call