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.

Every dollar credits back if you become a client. 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 at a defensible officer salary, plus state-specific effects — including PTET where it applies.

The real cost of running it

Setup, payroll, bookkeeping, the 1120-S, 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

Move into S Corp Management and we credit $100/month off your monthly fee until your full purchase is repaid — rounded up in your favor.

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.

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 · Purchased Online
  • Written report modeled on your numbers
  • Walkthrough call with a credentialed advisor
  • A definitive recommendation, either way
  • Every dollar credits back toward S Corp Management
Start My 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.

Start the W-2 Analysis — $1,499
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?
Become an S Corp Management client 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.
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?
Your prior-year tax return, your income assumptions beyond commissions (spouse's income, investment income, and the like), and your deductible business expenses. Right after purchase, you'll complete a short questionnaire that gathers most of what we need to run your analysis.
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, with its own checkout in the pricing section above. Same written report, same call, and every dollar still credits back if you become a client.
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.

Get Your Analysis — $999