Self-Employed and S-Corp Tax Optimization
1099, consulting, or business income eating you alive at tax time? A licensed CPA structures your business the right way, sets reasonable compensation, and keeps your quarterly taxes on track, based on your actual numbers rather than a rule of thumb.
Built for the Self-Employed and S-Corp Owners
If any of these sound familiar, this service was built for your situation.
You are a 1099 contractor
Freelance or consulting income is hit with self-employment tax, and it adds up fast.
Your LLC is profitable
You are paying full self-employment tax on every dollar and wondering if there is a better way.
You are unsure about an S-Corp
You have heard an S-Corp can save tax, but no one has run your actual numbers.
You guess at quarterly taxes
Estimated payments are a shot in the dark, and penalties keep catching you off guard.
Your S-Corp salary is off
You elected S-Corp status but never set a defensible, reasonable salary.
Your income jumped
A strong year brought a tax bill you did not see coming, and you want to plan ahead.
Structure Your Income Around Your Actual Numbers
You get a licensed professional who runs the numbers and builds a plan around your actual business.
S-Corp election analyzed
We compare the options under your actual facts to see whether an S-Corp election appears beneficial, and what the timing would involve.
Reasonable comp set right
We determine a supportable salary based on the work actually performed and the facts of your business.
Quarterly estimates dialed in
We calculate what to pay and when, based on your projected income, so estimated taxes are planned rather than guessed.
Flat fee, quoted upfront
One fixed price after an introductory consultation. No hourly meter, and you approve the number before any work starts.
Everything Your Optimization Needs
A complete approach to making your self-employment income tax-efficient.
S-Corporation Reasonable Compensation Study
An S-corporation shareholder who performs services for the business is expected to be paid reasonable compensation for that work before distributions are considered. A documented study helps you set a defensible figure and keep support on file if the number is ever questioned. A stand-alone study is a flat $500 to $750, confirmed after a short scope review.
You Know the Cost Before Any Work Begins
Optimization and planning are priced by the scope of your business and goals, confirmed as one flat fee after an introductory consultation, before any work begins. See the Fees page for how flat-fee pricing works.
From First Call to Filed, in Five Simple Steps
You always know what comes next. Here is exactly what working together looks like.
Schedule your consultation
Book a free, no pressure call. We confirm this is the right fit before you commit to anything.
Receive your flat-fee quote
One clear, fixed price for the work. You approve it before anything starts.
We run your numbers
We model your income to compare the options under your actual facts, including what a supportable salary would involve.
We build your plan
Jason sets compensation, estimates, and structure, and walks you through each decision personally.
Year-round support
We adjust as your income changes through the year, not just at filing time. Ongoing support is available when it is included in your plan or proposal.
Strategy From a Licensed CPA, Not Guesswork
Licensed CPA
A credentialed professional builds and signs your plan and return, not just software output.
Owner-focused
S-Corp elections, reasonable comp, and quarterly planning are routine here, not unfamiliar territory.
Defensible positions
We support the salary and structure with the facts and documentation behind them, not aggressive guesses.
Flat-fee transparency
A fixed price up front. No hourly meter and no surprise invoice.
Year-round planning
Planning happens all year, so the next return is far less of a scramble.
Direct CPA access
You work with Jason throughout. Messages are generally answered within one business day.
“Jason caught the active participant election for my rental property that I had left off. He even sent me a link to the IRS site so I could see it for myself. Really glad I found him.”
Self-Employed and S-Corp Questions, Answered
When does an S-Corp election make sense?
What is reasonable compensation?
Do I have to pay quarterly estimated taxes?
Can you set up the S-Corp for me?
I already elected S-Corp but did it wrong. Can you fix it?
How much does this cost?
Other Ways Jason Can Help
Optimization often connects to these services.
Get a Clear Read on Your Business Structure
One introductory consultation covers how your income is currently taxed, whether an S-Corp election appears beneficial after considering the whole picture, and what the work would cost. No pressure, just clear numbers from a licensed CPA.