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 can customize our offering to your needs. We are proud to be your personal CPA!
Company Setup and S Corp Election
Setup your company with a bank account, EIN, and elect to be treated as an S Corporation for tax purposes.
Implementation of Accountable Plan AND retirement matching and sharing tax strategies. Consultation to determine Reasonable Salary. Includes templates, reasonable salary calculator, meeting minute examples and training.
Setup of QuickBooks Online optimized for S Corporation equity and industry chart of accounts. Includes linking business bank and credit cards. Monthly bookkeeping services available upon request.
New payroll setup with 3rd party processor. 1:1 live walk-through and training of first payroll run. (Includes state payroll tax ID / EDD setup for CA companies)
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.
Mid-year / 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:
To me, your success is personal. You’re not in this alone.
Proud to be your personal CPA!
Frequently Asked Questions
Is an S Corporation right for me?
Should I add my spouse as a Shareholder?
Is an S Corp good for real estate?
What tax filing are required for S Corporations?
Can I elect to be an S Corporation at any time?
Who can be an owner in an S Corp?
Do S Corporations pay taxes?
Common packages are outlined below. Customizations and pricing are available based on your specific needs.
varies by state and biz type
Tax Optimization Strategy
varies by package
varies by state
- QuickBooks Online Setup - $575
- S Corp Election Filing for existing entity - $225
- Mid-year or Year-End review - $225
- Tax Return Preparation and Filing - $1,000 *
* base price of S Corp tax return, price may increase as time and complexity are added
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! We couldn't have done it without you!"