CFO Service: S-Corp Tax Election

CFO Service: S-Corp Tax Election

Regular price
$6,250.00
Sale price
$6,250.00
Shipping calculated at checkout.

The S-Corp Tax Election Service is a one-time investment. helps identify estimated tax savings for your organization. During the tax assessment, we review the following:

  • S-Corp Tax Savings Analysis: An assessment of your current tax obligations vs estimated tax obligation with the S-Corp election 

  • S-Corp Tax Election : Form 2553 completion

  • Payroll Account Setup: Payroll setup through our payroll partners.  



This service includes:

  • 60-Minute Pre-Formation Consultation

  • Completion of S Corporation Election Form

  • Complete Payroll Set up (ADP or Gusto partner)

  • S Corporation Reasonable Compensation Report

  • S Corporation Accountable Plan

  • 12-Month IRS Compliance Calendar

  • 60-Minute Post-Formation Consultation

  • 2 hours of virtual services

  • Phone and email support during normal business hours


This service is best for:

  • Established business in operations for at least 3+ years

  • Net Revenue of $500,000 minimum

  • Must have a small team of at least 5