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Focused Project · $999 One-Time

Should you be an S Corp? Get a definitive answer.

A written feasibility analysis built on your actual commission income — modeling what an S Corp would save you, what it would cost to run, and when the switch makes sense. Delivered with a call to walk through every number.

Get Your Analysis ($999) See What's Included

Paid W-2? Get the W-2 version ($1,499). Prefer to talk first? Book a free call.

Every dollar credits back when you enroll in S Corp Management. Details below.

What You Get

Two deliverables, no fluff

Deliverable 01

A written report

Your numbers, not a generic calculator. We model your commission income against both structures — sole proprietor and S Corp — and show you the difference in black and white.

Deliverable 02

A working session

A credentialed advisor on our team walks you through the report, answers your questions, and gives you a straight recommendation: make the switch, wait, or don't bother.

What We Model

Four things determine whether an S Corp is worth it. We model all of them.

Your income

Actual and expected net commissions, not a guess. Commission income is lumpy — the model accounts for that.

Your savings

Self-employment tax reduction on the wages you'd pay yourself, plus state-specific effects, including PTET where it applies.

The real cost of running it

Setup, payroll, bookkeeping, the 1120S tax return, state fees. An S Corp isn't free — the savings have to clear the overhead.

Timing

Including the cost of waiting. If the answer is yes, we show you what each month of delay costs, and whether a mid-year switch or a January 1 start makes more sense.

The Credit

Every dollar comes back to you

This isn't a fee on top of the service — it's a down payment on the answer.

If the answer is yes

Enroll in S Corp Management and we credit $100/month off your monthly fee until your full purchase price is repaid — rounded up in your favor. Ten months for the standard analysis, fifteen for the W-2 version.

If the answer is no

You just avoided years of unnecessary payroll, filing, and compliance overhead for a one-time flat fee. That's the point — a definitive no is worth just as much as a yes.

What counts as becoming a client. The credit is tied to ongoing S Corp Management — the monthly service that runs your books, payroll, planning, and 1120S tax return. Buying the S Corp Setup package on its own doesn't trigger it. Setup is a one-time project; the credit repays you over the months you're a management client.
If you also bought Setup. Setup carries its own $1,000 rebate, paid the same way: $100/month for ten months. The two don't overlap — the Setup rebate runs first, then the analysis credit picks up the month after it ends. One continuous $100/month credit until both are repaid.
Who This Is For

Built for commercial real estate brokers

Brokers who want a definitive answer — backed by their real numbers — before committing to an S Corp. Most of our buyers are paid on 1099 commission income. Paid W-2 today? You're welcome here too — modeling the conversion is a more involved analysis, covered by the W-2 version below.

A note for New York City brokers: NYC levies its own General Corporation Tax on S Corps, which changes the math significantly in the five boroughs. This analysis accounts for it — and it's exactly what you need before making any move.
Pricing

One flat fee. One definitive answer.

$999
One-Time · Flat Fee
  • Written report modeled on your numbers
  • Walkthrough call with a credentialed advisor
  • A definitive recommendation, either way
  • Every dollar credits back when you enroll in S Corp Management
Get Your Analysis
Paid W-2 Instead of 1099?

Modeling a W-2-to-independent-contractor conversion is a more involved analysis, so a $500 surcharge applies — $1,499 total. Same deliverables, same credit, repaid over fifteen months instead of ten.

Get the W-2 Analysis ($1,499)

Prefer to talk first? Book a free call.

Questions

Frequently asked questions

What exactly do I receive?
A written report modeling your specific numbers — income, savings, costs, and timing — plus a scheduled call with a credentialed advisor on our team to walk through it and answer your questions.
How does the credit work?
Enroll in S Corp Management and we credit $100/month off your monthly fee until your full purchase price is repaid — rounded up in your favor. That's ten months for the standard analysis, fifteen for the W-2 version.
Does buying the S Corp Setup package count as becoming a client?
No. Setup is a one-time project. The credit is tied to ongoing S Corp Management — the monthly service — because that's the relationship it repays you across. Buy Setup and the analysis and stop there, and neither credit applies.
I bought the analysis and Setup. Do both credits apply?
Yes, once you're in S Corp Management, one after the other. The Setup rebate runs first at $100/month for ten months, then the analysis credit continues at the same $100/month until it's repaid. You see one continuous credit on your monthly fee until both are covered.
What if the answer is "don't do it"?
Then you got what you paid for: a definitive no, backed by your real numbers, instead of years of payroll and filing costs that never pay off.
What do you need from me?
Right after checkout you'll fill out a short intake form about your income, expenses, and goals, and sign your agreement. Then you'll upload last year's full personal tax return and a recent year-to-date commission statement. The W-2 version also asks for your prior-year W-2, a recent pay stub, and your benefits summary.
I'm paid W-2, not 1099 — can I still buy this?
Yes. Modeling a W-2-to-independent-contractor conversion is a more involved analysis, so the W-2 version carries a $500 surcharge — $1,499 total. Same written report, same call, and every dollar still credits back when you enroll in S Corp Management, over fifteen months instead of ten.
I'm in NYC — does this still apply?
Yes, and it matters more. The General Corporation Tax substantially changes S Corp math in the five boroughs — the analysis accounts for it.
Does buying this obligate me to anything?
No. It's a one-time flat fee. If the answer is yes and you want us to run your S Corp, the credit is there — but the report and the recommendation are yours either way.
Get the Answer

Know before you commit

The savings are why brokers start — the structure is why they stay. Fifteen years working with commission-income brokers, hundreds of brokers, across dozens of states and firms. Get the answer before you spend a dollar on setup.

Paid W-2? Get the W-2 version ($1,499).

For CRE Brokers — Commercial Real Estate

S Corp Management — tax planning, bookkeeping, payroll, and 1120S tax preparation — built exclusively for 1099 commercial real estate brokers. A service of Moisand Fitzgerald Tamayo, LLC.

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