S Corp Tax Saving

Optimize your S Corp tax savings today. Let our experts guide you through the implementation of each phase.

 

Do you have the resources to help you build a successful S Corporation AND save in taxes?

Let us help you today! What phase are you in? Do you need help with all of it or just one part? We customize our offering to fit your needs. You are not in this alone, we are here to help minimize the overwhelm and fast-track you on your road to profit and tax savings. 

1


Company Setup and S Corp Election

Create your entity, obtain business license, EIN, and elect to be treated as an S Corporation for tax purposes. Complete all filings, open a company bank account and credit card and start off on the right foot with a solid foundation.

2


Bookkeeping

Setup of QuickBooks Online optimized for S Corporation equity and industry chart of accounts. Includes linking business bank and credit cards. Integration of payment gateways and monthly bookkeeping services available upon request.

3



Payroll Setup

New payroll setup with state and 3rd party payroll processor. 1:1 live walk-through of first payroll run. Reasonable Salary consultation, resources and training.

4



Optimize It

Guided implementation of various tax saving strategies including Accountable Plan, Retirement / Profit Sharing, Income shifting, and optimizing tax write-offs. Training, templates, resources, checklists, done-for-you options and 1:1 consults.

 

5


File Tax Return

S Corporation tax return filing and preparation by a CPA with S Corporation expertise.  Includes federal and state filings, generation of K-1s, and new basis schedules. Extensions included.

Monthly / Quarterly / Year-End REVIEW

Meet to review your progress, change in projections, earnings and ADJUST your reasonable salary, profit sharing and shareholder withhdrawls DURING the tax year.

From Julie R Merrill, CPA:


Your resource for tax savings and wealth-building strategies.

Proud to be your personal CPA!


 

Video Poster Image
Frequently Asked Questions

Setup your S Corporation for Success!

S Corporation Foundations is what you have been looking for, the answer to your questions! Sign up now to get access to your S Corporation toolbox in this online learning course. It's YOUR time to build wealth and save on taxes.  

Sign me up

Don’t pay anymore than you have to in taxes! Optimize your tax savings today.

 


 

Let your personal CPA go to work for you. 

Packages

Common packages are outlined below. Customizations and pricing are available based on your specific needs.

New Business

varies by state and biz type

  • Guided setup of LLC with state authority
  • Guided setup of EIN and filing of first state Annual Report or Statement of Information
  • S Corp Election filing with IRS
  • New company checklist
  • Opening a business bank account checklist
  • 1:1 Consultation

 

Tax Optimization Strategy

varies by package

  • S Corp, Now What eBook
  • White glove implementation of Accountable Plan, templates and training
  • Implementation of Retirement Matching Strategy
  • Reasonable salary consultation and calculator
  • Meeting minutes templates
  • Checklist of deductible expenses
  • 1:1 Consultation

Payroll Setup

varies by state

  • White glove setup of new payroll account with preferred 3rd party payroll partner
  • Payroll state ID setup for California companies via EDD
  • Video tutorials on connecting business bank account to payroll
  • Sync of QuickBooks Online accounts for automatic posting of payroll JEs
  • Guided assistance in running payroll, including video screenshare during first payroll run

Other services

  • QuickBooks Online Setup¬†
  • S Corp Election Filing for existing entity
  • Mid-year or¬†Year-End review¬†
  • Comprehensive Tax Advisory Plan¬†
  • Tax Return Preparation and Filing¬†
  • Online learning course on S Corporation Foundations¬†
Take my S Corp to the next level!

What others are saying...

"This has been amazing! Why hasn't anyone ever explained any of this to me before!"

"I had no idea we needed to do these things! I'm so happy I found you!"