S Corp Setup

Start your S Corp the right way.

One-time engagement, flat fee. We handle formation through IRS election — built for 1099 commercial real estate brokers at any brokerage.

Why Setup Matters

Done wrong, an S Corp costs more to unwind than to build.

The S Corp election is a sequence, not a form: the entity has to be created correctly in your state, the election filed with the IRS inside its deadline window, payroll and withholding accounts registered, and the salary-and-distribution structure set up so the tax benefit actually holds.

Brokers who wing it typically discover the gaps later — a missed election deadline, a state registration that never happened, or a structure that doesn't survive scrutiny. Fixing any of those after the fact costs more than doing the whole thing right the first time.

We've built S Corps for CRE brokers across the country at dozens of brokerage firms. The process below is the same one every one of them went through.

What's Included

One flat fee. The whole foundation.

$3,000one-time
  • Entity formation & S Corp election — state filing through the IRS election, sequenced and confirmed
  • Legal costs and state filing fees included — no surprise pass-through invoices
  • Salary, distribution & payroll guidance — how to pay yourself so the structure holds up
  • Banking, bookkeeping & expense best practices — the accounts and habits that keep the entity clean
  • 60-minute onboarding session — your specific situation, walked through live
  • 30 days of email support — questions answered while everything gets stood up

Setup is a one-time engagement with a defined scope. Ongoing bookkeeping, payroll, planning, and 1120-S preparation are what our monthly S Corp Management service covers — see the rebate below.

How It Works

Three steps from purchase to operating.

01

Purchase & intake

Complete checkout and a short intake — your state, expected commission income, and current situation. We confirm the right sequencing for your facts before anything gets filed.

02

Formation & election

We coordinate the entity formation, file the S Corp election with the IRS, and handle the state registrations — legal costs and filing fees already covered by your flat fee.

03

Onboarding & handoff

Your 60-minute session covers paying yourself, banking, and expense habits — then 30 days of email support while your first commissions route through the new structure.

Continue with us, and setup pays you back.

Most brokers who set up an S Corp with us continue into S Corp Management — the $1,000/month service that runs the bookkeeping, payroll, planning, and 1120-S your new entity now needs. When you do, we rebate half your setup fee as a monthly discount.

$1,500 back · $100/mo × 15 months
Is This You?

Built for brokers ready to route commissions through an entity.

Setup is right if…

  • You're a 1099 broker — at any brokerage — with commissions ready to run through an S Corp
  • You've already decided the S Corp math works for your income level
  • You're transitioning from W-2 to independent contractor status and want the structure ready on day one
  • You want formation, election, and registrations handled — not a checklist to execute yourself

Start elsewhere if…

  • You're not yet sure the S Corp saves you money — start with a free Fit Call or a Feasibility Analysis
  • You already have an S Corp and need it run, not built — that's S Corp Management
  • Your income is below the level where the structure earns its overhead — we'll tell you that straight on a call
Common Questions

Before you start.

How long does setup take?
Anywhere from a few days to a few weeks — it depends on your state, your brokerage firm, and how quickly you want to move. We sequence everything so you can route commissions through the entity as soon as it's operational, and your onboarding session happens while the filings process.
Do I need my own lawyer?
No. Legal costs for the formation are part of the flat fee, along with state filing fees. If your situation has unusual complexity — partners, existing entities, multi-state questions — we'll flag it before anything is filed.
Is mid-year too late?
Mid-year can absolutely work — the question is whether it pays. The decision turns on how much commission income you still expect between now and year-end, alongside your other income and tax considerations for the year. If meaningful income remains to run through the structure, a mid-year start captures it; if the year is mostly behind you, it may make more sense to build now for a clean January 1 start. It's a quick calculation, and we'll run it with you.
Does this work in my state?
We set up S Corps for brokers nationwide. State rules differ — formation requirements, fees, and whether a PTET election is available — and the process accounts for your state's specifics. A few states have quirks worth discussing first; a Fit Call sorts that in minutes.
Ready?

Build it once. Build it right.

Flat fee, defined scope, legal and filing costs included — and $1,500 back if you continue into S Corp Management.

S Corp Setup is a one-time engagement with the scope described in your engagement agreement. Whether an S Corp benefits you depends on your income, state, and circumstances — a Fit Call or Feasibility Analysis can answer that before you purchase. The rebate applies as a $100/month discount for 15 months while enrolled in S Corp Management. Advisory services offered through Moisand Fitzgerald Tamayo, LLC.