S Corp Tax StrategiesWhat a Tax CFO does for your S corp

The work, start to finish

We start with the decision: whether an S corp election pays for you this year. Then we set a salary that fits your work and set up payroll with a provider you pick. We keep the books in QuickBooks Online and close each month so it matches the bank. At year end we prepare Form 1120-S and make sure each owner's K-1 reaches the personal return.

The savings page, the salary page, the owner draws page and the Form 2553 page cover each step in detail.

What you get each month and each year

Each month you get a closed month, with the books matching the bank and wages in their own account. You also get custom dashboards and reports we build with AI on top of QuickBooks Online, so you can see profit, cash and payroll at a glance.

Each year you get a salary memo for your file, a company return built from those closed months, and a K-1 that ties to your personal return. Your engagement letter spells out each piece, so nothing is left to guess.

How we work with you

We meet on video with the books shared on the screen. Steven Palmieri can join a call with your banker when a loan or a line of credit is on the table, and he can meet in person when that's what the job needs.

The same people stay with your books, your payroll setup and your return. You don't have to explain the year to someone new each spring.

How the work is priced

Every engagement is priced in writing before it starts. Ongoing work, such as monthly books, payroll checks and year-round planning, is usually a monthly fee. One-time work, such as an election with payroll setup or a cleanup year, is usually a fixed project fee. Some work is billed hourly, and some owners choose a mix.

On the free call, we tell you which model fits your situation, and the letter you sign names the work and the fee.

If a bank asks for an audit or a review

Some lenders, buyers or boards ask for audited or reviewed financial statements. Those are signed reports from an outside firm that does that work. We keep the books in shape for that firm, and on the first call we tell you what kind of firm to look for.

If the request was for tax planning, a salary or an S corp election, you're in the right place. People sometimes mix the two requests in casual talk, so we sort out which one you need before anything else.

If an IRS notice arrives

We help you read the notice, gather the papers it asks for, and draft your answer. If the case moves to an appeal or a hearing, we help you find a representative.

A worker classification question or a lender who needs a signed statement can be part of an otherwise ordinary S corp year. We point out those pieces early, before a proposal is written.

Questions owners ask before they book

Can you sign the audit my bank asked for? An audit or review has to be signed by an outside firm that does that work. We keep your S corp books ready for it, and the first call will cover where that bank letter needs to go.

I just want S corp tax strategies. Is this the right place? Yes. We run the numbers, set the salary, set up payroll, keep the books, and prepare the return.

Do you run payroll for me? We set payroll up with you. You run each payday with the provider you pick, and we check that the books match.

Tell us what you need