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 ā $87,000+
in annual tax savings
We'll gather your documents, analyze your current tax situation, and create your personalized strategy plan.
- 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
We'll implement your core S-Corp strategies including reasonable compensation, accountable plan, and expense tracking systems.
- 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
We'll optimize your bookkeeping system and set up reporting so you always know where you stand.
- Connect bank and credit card feeds to accounting system
- Review chart of accounts updates
- Confirm monthly reporting preferences
Based on your situation, we'll implement additional strategies like home office, retirement planning, and equipment purchases.
- Measure your home office space and take photos
- Provide information on any planned equipment purchases
- Review retirement plan options we present
We'll establish your ongoing compliance systems so everything runs smoothly month after month.
- Submit your first expense reimbursement form
- Submit your first monthly mileage log
- Review your Monthly Compliance Calendar
We'll review what we've accomplished, calculate your actual tax savings, and set up your quarterly planning schedule going forward.
- Attend your 90-day review meeting
- Schedule your quarterly planning meetings for the year
- Celebrate your tax savings! š
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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.