top of page

S-CORP ELECTION

S-Corp Strategy

Session Intake

Please complete this brief form so we can better understand your business, current entity structure, and S-Corp planning needs before your Strategy Session.

What is your current business structure?
Single-Member LLC
Multi-Member LLC
S-Corporation
C-Corporation
Sole Proprietorship
Other
Approximately how long has the business been operating?
Less than 1 Year
1–3 Years
3–5 Years
5+ Years
Approximately how much profit did the business generate last year before owner compensation?
Under $50,000
$50,000–$100,000
$100,000–$250,000
$250,000–$500,000
$500,000+
Other
Have you already elected S-Corp status with the IRS?
Yes
No
Other
Which best describes your current situation?
I am considering an S-Corp election
I believe I missed the S-Corp election deadline
I already have an S-Corp
I am unsure whether my election was filed correctly
I want a review of my current S-Corp setup
I am not sure what I need
Other
Are you currently paying yourself through payroll?
Yes
No
Not Applicable
Other
Have you taken owner draws or shareholder distributions from the business?
Yes
No
Other
Have you ever completed a reasonable compensation review?
Yes
No
Other
What are you hoping to accomplish?
How soon would you like to address this?
Immediately
Within 30 Days
Within 90 Days
Just Exploring Options
If we identify a clear strategy and implementation plan, are you prepared to move forward?
Yes
No
Other
bottom of page