S Corp Management, in full detail
Everything inside the service — what each pillar delivers, what we'll need from you, how the first 100 days work, and exactly what $1,000/month covers.
One system with four working parts
S Corp Management is a single monthly service that runs the four recurring responsibilities behind a CRE broker's S Corporation — tax planning, bookkeeping, payroll, and 1120S tax preparation — as one coordinated system, managed by one team, for $1,000 per month. It exists because an S Corp run in fragments produces wages set by guesswork, lost tax savings opportunities, and a tax return built on records nobody owns.
The four pillars, in detail
Tax Planning
The pillar that drives everything else. You get a written tax and cash flow plan — updated five times a year as your deal year unfolds — so payroll, withholding, retirement contributions, and estimated payments all follow a strategy instead of a guess.
- Written tax & cash flow plan — five scheduled updates a year, and re-run any time your income picture changes
- Estimated tax payment schedule and withholding strategy
- Reasonable compensation modeling and documentation
- Retirement contribution planning, reviewed before deadlines
- State S Corp & PTET election analysis and coordination
- Year-end projections timed to your deal-closing decisions
Bookkeeping
Clean, current monthly books — kept by the same team that plans your taxes, so your records and your strategy never drift apart, and your return is built on numbers we trust because we produced them.
- Monthly transaction categorization and reconciliation
- Commission income, expense, and distribution tracking
- Bank and credit card feeds connected once, at onboarding
- Books that are 1120S-ready at year end — no cleanup project
Payroll
Payroll with a purpose. Your salary is a strategic decision the IRS actually cares about — we set it deliberately, document the reasoning, and run the payroll that executes it.
- Payroll processed and managed — you don't run anything
- Reasonable compensation strategy, defensible and documented
- Withholding tuned to your tax plan, not a default table
- Year-end payroll and compensation execution — where the plan becomes real dollars
- W-2 issuance and payroll tax filings
1120S Tax Prep
Your S Corp return, prepared and filed by the team that kept the books, ran the payroll, and built the plan all year. No third-party bottleneck, no records handoff, no surprises.
- 1120S preparation and filing
- K-1 delivery for your personal return
- Extensions filed when they serve the strategy
- State S Corp filings coordinated alongside the federal return
Come for the savings. Stay for the system.
The tax savings are real, quantifiable, and the reason most brokers pick up the phone — we model them before you commit a dollar. But ask the brokers who've run this system for years what they value most, and you'll hear something different: the structure. Clean books every month. A salary set on purpose. A plan that updates five times a year instead of a scramble every April. That discipline means less stress, fewer distractions, and more of your attention on the work that actually grows your income — the next deal.
What we'll need from you — and what we don't do
What we'll need from you
- Articles of Organization
- Form 2553 (your S Corp election)
- IRS CP261 acceptance letter
- The W-9 on file with your brokerage
- Prior-year 1040 with all schedules (plus your spouse's, if recently married)
- Prior-year 1120-S with K-1s, if one exists
- Bank & credit card access for bookkeeping feeds
- Updated income expectations as your year unfolds
Most of this is a one-time lift during onboarding — after that, the system runs on the calendar.
What we don't do
- Invoicing, accounts receivable, or bill pay
- Personal (non-business) bookkeeping
- Entities beyond your S Corp
- Personal 1040 preparation — available as a separate engagement, at our discretion
- Financial planning & wealth management — a separate engagement and evaluation
Boundaries are how the service stays excellent — and how the price stays flat.
Your first 100 days
Onboarding follows a defined sequence — you'll always know what step you're on and what comes next.
Fit Call
A short call to confirm your broker status, income structure, and entity situation — and to make sure S Corp Management is genuinely the right fit before anyone commits.
Setup Review — or Setup
If you already have an S Corp, we verify the foundation: your election, acceptance letter, and entity documents. If you don't, we coordinate the setup and time it right — often so the S Corp goes live January 1.
First Tax Plan
Your first written tax and cash flow plan, built from your income and expense expectations. This is the document the rest of the system executes against.
Connect the System
Bank and credit card feeds connected, books brought current, payroll configured to the plan. From here, the service runs on the calendar — not on your to-do list.
One price. Everything included.
- Tax & cash flow plan, updated 5×/year
- Monthly bookkeeping
- Payroll, run and managed
- Reasonable compensation strategy
- Estimated tax & withholding planning
- Retirement contribution planning
- 1120S preparation and filing
- State S Corp & PTET coordination
- Year-end payroll & comp execution
- Compliance calendar, managed for you
Month-to-month. No long-term contract — the service earns its keep on a calendar, not a commitment.
Your S Corp is the client. The engagement is with your business. Personal 1040 preparation is a separate engagement, offered at our discretion with separate pricing.
Financial planning and wealth management are available to clients who want that next step — also as a separate engagement and evaluation.
Frequently asked questions
What's the commitment? Is there a contract?
S Corp Management is month-to-month — there is no long-term contract. The service is built around a working calendar, and we'd rather earn the next month than lock you into it. If it stops making sense, you can step away.
Can you take over mid-year?
Yes. We onboard brokers year-round — we bring your books current, review what's been filed and paid so far, and slot you into the planning calendar at whatever point in the year you join. The first tax plan happens during onboarding regardless of the season.
Does this replace my current bookkeeper and payroll provider?
Yes. Bookkeeping and payroll are two of the four pillars — when you join, we take both over so the books, the payroll, and the tax plan finally live in one place. Part of onboarding is a clean handoff from your current providers.
Do I have to change banks or move money?
No. We connect read-only feeds to your existing business bank and credit card accounts for bookkeeping. Your accounts, your bank, your money — we just see the transactions.
How will I know what's happening and when?
The service runs on a published calendar: five tax plan updates a year, monthly bookkeeping, scheduled payroll, and defined filing windows. You'll never have to wonder whether something is being handled — the calendar tells you what we're doing and when, all year.
What happens if you find my S Corp was set up wrong?
We tell you — plainly, in writing, with the fix. Missing elections, misfiled forms, and compensation problems are common in fragmented setups, and correcting the foundation is part of onboarding, not an upsell.
What's not included?
Invoicing and bill pay, personal bookkeeping, entities beyond your S Corp, personal 1040 preparation (available separately, at our discretion), and financial planning or wealth management (a separate engagement). Clear boundaries are how the price stays flat.
This is what "handled" actually looks like.
One call to find out whether S Corp Management fits the way you're paid, the way you work, and the numbers on your last 1099.
Schedule a Fit Call