Your 90-Day Roadmap | Eiduk Tax & Wealth

What We'll Accomplish Together

Over the next 90 days, we'll implement tax-saving strategies designed specifically for your S-Corporation. By following this roadmap, you'll be on track for:

$26,000 – $87,000+

in annual tax savings

Getting Started

Week 1–2

We'll gather your documents, analyze your current tax situation, and create your personalized strategy plan.

📋 What You'll Need to Provide:

Prior 2 years tax returns (business & personal)
Business formation documents (Articles, EIN letter, S-Corp election)
Current year P&L and Balance Sheet
Current payroll information and W-2s

Foundation Setup

Week 2–4

We'll implement your core S-Corp strategies including reasonable compensation, accountable plan, and expense tracking systems.

📋 What You'll Need to Do:

Review and approve your compensation analysis
Set up a mileage tracking app (MileIQ, Everlance, etc.)
Provide health insurance policy details
Sign accountable plan policy document

Systems & Integration

Week 4–6

We'll optimize your bookkeeping system and set up reporting so you always know where you stand.

📋 What You'll Need to Do:

Connect bank and credit card feeds to accounting system
Review chart of accounts updates
Confirm monthly reporting preferences

Advanced Strategies

Week 6–8

Based on your situation, we'll implement additional strategies like home office, retirement planning, and equipment purchases.

📋 What You'll Need to Do:

Measure your home office space and take photos
Provide information on any planned equipment purchases
Review retirement plan options we present

Documentation & Compliance

Week 8–10

We'll establish your ongoing compliance systems so everything runs smoothly month after month.

📋 What You'll Need to Do:

Submit your first expense reimbursement form
Submit your first monthly mileage log
Review your Monthly Compliance Calendar

🎉

Review & Celebrate!

Week 10–12

We'll review what we've accomplished, calculate your actual tax savings, and set up your quarterly planning schedule going forward.

📋 What You'll Need to Do:

Attend your 90-day review meeting
Schedule your quarterly planning meetings for the year
Celebrate your tax savings! 🎊

✅ We're With You Every Step

Don't worry about remembering all of this! Our team will guide you through each phase and remind you when action is needed. We'll send you exactly what you need, when you need it. Your only job is to respond promptly when we reach out.

Eiduk Tax & Wealth

Systematic Tax Optimization For Business Owners

John Eiduk, CPA, CFP®
847-874-5299 | john@eiduktaxandwealth.com
eiduktaxandwealth.com