Optimization
Tax planning, entity structuring, S‑Corp elections, and accounting workflow improvement.
Most owners start with compliance, then move into planning and advisory as the foundation gets solid. One conversation is usually enough to tell which stage you’re in.
Schedule a consultationCase studies
Three engagements in detail: a creative agency, a real estate fund, and an investment firm.
The fastest way to know whether an S‑Corp election is worth it is to put your profit and a reasonable salary into the estimator, then bring the result to a conversation.
Open the estimatorTools
Most tax questions get answered with “it depends,” then a form asking for your email. These do the arithmetic in your browser, ask for nothing, and show every assumption behind the answer, including the ones usually left out.
Models both sides: payroll tax and the qualified business income deduction, including the wage cap that wipes out a sole proprietor’s deduction above the Section 199A threshold. Handles other W‑2 income too.
Open the calculatorClears the lower of the two safe harbors, gives you a dated payment schedule, treats withholding differently from estimates, and prices the penalty if you skip.
Open the calculatorSized by workstream from months behind, volume, the state of your records, and whether personal and business money went through one account. That last one matters more than volume.
Open the calculatorPayroll taxes, workers compensation, a retirement match, and paid time off, giving both the loaded annual cost and the cost per hour actually worked.
Open the calculatorProjects month by month with growth, cost inflation, a collection lag, and a one-off payment, so you see the low point rather than a straight line.
Open the calculatorWorks back from the profit you want to keep after tax, and shows what a few points of margin are worth next to chasing more revenue.
Open the calculatorHow to read the output
Every tool here shows a range rather than a single figure, and lists what it leaves out. That is deliberate. A calculator that ignores the qualified business income deduction, state taxes, and your other income can produce a confident number that is wrong for your situation.
Use the result to decide whether a conversation is worth having. If the estimate is close to the cost of running the election, it almost certainly is.
Read next
The mechanism behind the estimator, in plain English, including when the answer is no.
Read the articleChoosing the entity, and why most owner-operated businesses start in one place and move later.
Read the articleWhat changes about your payments once you are running payroll for yourself.
Read the articleBring the estimate to a consultation and we’ll run it against your actual return.
