S-Corporation Suitability Analysis and Complete Election Packages

Basic S-Corporation Suitability Analysis

Know if the election really saves you money and is right for you.

An S-Corporation election can reduce self-employment taxes—but only when the numbers, cash flow, and compensation structure support it. Our S-Corp Fixed-Price Analysis provides a clear, objective answer.

The free first step is a 20-minute discovery call to assess general suitability and discuss compliance requirements. There is no obligation to us for this call.

The next step, should your business prove suitable and you agree, is our preparation of a payroll/self-employment tax savings analysis that includes basic compliance costs.

Deliverables for this analysis include:

  • A written savings analysis.
  • A concise S-Corp guide covering reasonable compensation, payroll requirements, election deadlines, late elections, and QBI considerations.

Pricing: $275 flat fee. $100 creditable towards S-Corp tax return preparation or 100% creditable toward our Complete S-Corp Election Package.

Complete S-Corp Election Package

From decision to execution—done correctly, start to finish.

Once an S-Corp election makes sense, proper execution is critical. Our Complete S-Corp Election Package handles the filing, compensation strategy, tax projections, and compliance planning required to implement the election correctly.

This concierge-level service includes:

  • Form 2553 – Election by a Small Business Corporation preparation and filing.
  • Personal tax projections under two scenarios for one owner-employee.
  • A one-time reasonable compensation review for one owner employee.
  • A detailed S-Corp tax optimization and compliance guide.
  • Preparation of an accountable plan to conform to IRS safe haven guidelines.
  • Two 30-minute consultation calls within 12 months regarding ongoing compliance.

Pricing: $1,500 flat fee, including 10% off your first S-Corp tax return. Optional quarterly estimated tax support available for $200 per quarter. Additional owner-employee projections and reasonable compensation review $500 each.

The S-Corporation can save you money but is an IRS enforcement focus item: do it right!

Contact us to get your S-Corporation started the right way!