Tax Strategy

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Complimentary S Corp Financial Statement Template

Download now for your S corp financial statement template!

Complimentary Operating Agreement S Corporation Template

Download now for your operating agreement template!

R&D Tax Credit Referral

Fill out the form below and we’ll provide you with a referral for the R&D Tax Credit.

Complimentary S Corp 83b Election Template

Select “download now” for an S corp 83b Election template.

Complimentary S Corp Unlimited PTO Policy

Select “download now” for an S Corp Unlimited PTO Policy template.

Complimentary Completed Form 966 Example

Select “download now” for an example of a completed Form 966.

Complimentary S Corp Meeting Minutes Template - Single Owner

Select “download now” for a Board of Directors meeting minutes template for a single owner.

Retirement Plan Referral

Fill out the form below and we’ll provide you with a referral for setting up/managing an S corp retirement plan.

Complimentary Augusta Rule Support Checklist & Template

Select “download now” for a support checklist & template to utilize the Augusta Rule.

Attorney Referral

Fill out the form below and we’ll provide you with a couple options for a business and tax attorney.

Complimentary S Corp Late Election Example

Select “download now” for an example of a completed Form 2553 with S corp late election.

Complimentary S Corp Late Election Relief Wording

Select “download now” so you can obtain example wording for late election relief on an S corp election (to use on Line I of Form 2553).

Complimentary Completed S Corp Election Example - Two Owners

Select “download now” for an example of a completed Form 2553 S corp election that is timely filed with two partners.

Complimentary Completed S Corp Election Example - One Owner

Select “download now” for an example of a completed Form 2553 S corp election that is timely filed with a single owner.

Work With Us!

Complete the form below and we’ll email you shortly to let you know next steps.

Payroll Referral

Fill out the form below and we’ll provide you with a couple options for payroll processing.

Complimentary S Corp Home Office Deduction/Reimbursement Template

Download now so you can calculate and deduct your S corp’s home office reimbursement.

Complimentary S Corp Accountable Plan Template

Download now so your S corp can reimburse the owners/shareholders tax-free!