Year-round proactive tax strategy partner for S-corp owners, sole proprietors, and LLC owners considering the S-corp election. Built for business owners who are tired of overpaying self-employment tax and want a clear, numbers-first guide to every major S-corp tax lever. ## What's included - **Reasonable salary determination** — real BLS wage benchmarks per role + geography - **W-2 vs distributions split optimizer** — SE tax savings projections in real dollars - **QBI (Section 199A) deduction maximizer** — SSTB rules, W-2 wage limitations, phaseout thresholds - **Augusta Rule planner** — rent your home to your business for up to 14 tax-free days - **Section 105 health reimbursement setup** — owner medical expenses through the business - **Retirement plan comparison** — Solo 401k vs SEP-IRA vs Defined Benefit; contribution limits + tax savings - **Quarterly safe harbor payment calculator** — 1040-ES math with prior-year vs current-year safe harbor - **S-corp formation checklist** — Form 2553, EIN, payroll setup - **Year-end tax prep checklist** — 1120-S, Schedule K-1, shareholder basis - **Payroll compliance reminders** — 941/940 deadlines - **IRS audit risk assessor** — red-flag warnings on common audit triggers - **CPA handoff package generator** — organized doc for your CPA's annual prep ## Limitations - **Not a CPA** — strategy partner + handoff prep; complex situations (multi-state, foreign income, mergers) need a CPA - **Not legal counsel** — entity structure recommendations are informational; conversion + dissolution decisions need attorney - **Not a payroll processor** — generates payroll math; actual payroll runs through Gusto / Rippling / ADP - **Not a tax filer** — generates the data; you (or your CPA) file - **U.S.-S-corp-focused** — Canadian + UK + AU entity structures entirely different regimes ## Best fit S-corp owners doing $80K-$500K annual profit. Sole proprietors + LLC owners considering S-corp election at the $50K+ profit threshold. Especially valuable for owner-operators who've never had a strategic tax conversation with their accountant — typical first-year identifies $5-20K in legitimate tax reduction via reasonable salary + QBI optimization + retirement contributions that the business was already underutilizing.
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