This is a white glove service that maps your roles and hours, benchmarks them against market data, and produces a single, defensible salary backed by the IRS Five-Factor Analysis. You receive a formal report, an audit protection kit, a plain English blueprint, and minutes templates. It is designed to help you save $5,000 to $10,000+ annually while staying compliant. You also get a lifetime audit partner for ongoing peace of mind.

You book a 30 minute live session immediately after checkout. Most clients achieve clarity on their optimized salary in less than 48 hours from that session. Full documentation is finalized within 30 days in line with the service workflow. That balance gives you speed to clarity and thoroughness for audit readiness.

Bring a simple list of what you actually do each week along with rough hours. If available, have basic financials, payroll settings, and any job descriptions or role notes. We will walk you through everything and capture the details live so you do not need spreadsheets or prior research. The goal is accuracy without burden.

We define your real roles, allocate hours within the 2,080 hour full-time cap, and assess your proficiency for each role. Then we benchmark those roles against regional market compensation and apply the IRS Five-Factor Analysis and Independent Investor Test. The weighted result becomes a single, defensible salary supported by sources and a clear narrative. It reads the way agents and payroll providers expect to see it.

That rule is not an IRS standard and often overstates wages. We replace it with a fact-specific, market-backed method that matches like services to like enterprises. The change frequently frees up thousands by aligning non executive work with appropriate wage bands. You move from guesswork to a documented analysis you can stand behind.

You present your Audit Protection Kit which includes factor analysis, comparables, citations, and worksheets. Our Lifetime Audit Partner stands by your report for the duration of the audit at no extra cost. Because the file shows your work in the format reviewers expect, responses are faster and cleaner. You are not left scrambling for documents or explanations.

We deliver the final salary figure and documentation that your payroll provider can implement. If your bookkeeper or payroll team needs clarification, the report is written so they can adopt it immediately. We do not operate your payroll system, but we support the transition of the salary figure. You remain in control while avoiding implementation confusion.

At minimum, review annually or when your role mix changes meaningfully. If you shift hours toward executive strategy or hire out admin tasks, the weighted calculation should reflect that. We include a plain English blueprint that helps you keep consistency year over year. Routine updates keep you compliant and maximally efficient.

Yes. We use industry and regionally relevant wage data so your comparables fit your market. Your unique roles and proficiency are factored rather than applying a generic heuristic. That specificity is what increases defensibility and savings. The method is adaptable across industries and states.

A defensible salary helps you avoid 15.3 percent self employment tax on distributions while maintaining eligibility for the Qualified Business Income Deduction where applicable. When wages are set accurately and excess flows as distributions, the combined savings can be substantial. The report documents your position so you can capture the benefit with confidence. Always coordinate implementation with your payroll provider.

We can document multiple roles and allocate hours accordingly if needed. Each person’s duties and proficiency are benchmarked against market pay for like services. This provides clarity for compensation decisions across the team. The documentation supports consistency and compliance for everyone involved.

We handle each S-Corp separately to ensure precision and compliance. If you operate multiple entities, we can scope additional reports accordingly. The process remains the same but tailored to each company’s roles, hours, and market context. This keeps each file clean and audit-ready.

We welcome follow up questions and additional facts that may change allocations or proficiency assessments. Our goal is an accurate, defensible figure that reflects your real work. If new information warrants adjustments, we update the analysis and documentation. The final report should feel both correct and well supported.

We focus on reasonable compensation analysis, documentation, and audit readiness for S-Corp owners. While we are professionals, this service is not a substitute for individualized legal advice or full-service tax preparation. We happily coordinate with your CPA or attorney as needed. The deliverables are built to integrate smoothly with their work.

We collect only what is necessary to complete your analysis and documentation. Your data is handled using secure systems and restricted access. We do not sell or share your information. Our goal is a discreet, professional experience from start to finish.

The data used in our deliverables has never been disallowed, and if any source data is found to be inaccurate a full refund is provided. You also have a Lifetime Audit Partner for salary-related audit questions at no additional cost. That combination minimizes risk while maximizing confidence. We stand by the work and the documentation.

You receive the LLC vs S-Corp Savings Forecast that models a ten year comparison using your numbers. It shows black and white projections so you can make an informed decision. If the facts support electing S-Corp, you will see it clearly. If not, you will know that as well.

Checkout is handled via Stripe using major credit cards. Immediately after purchase you will be redirected to book your 30 minute live session. We begin mapping roles and hours, then finalize the salary and compile documentation. You will have a clear plan and audit-ready file without busywork.