--
Days
For S-Corp clients · Quarterly
Decisions made in March cost more than decisions made in July.
Quarterly planning for S-Corp owners: reasonable-compensation targets, distribution timing, retirement deferrals, and estimated taxes, reviewed before the year closes instead of after.
What planning covers.
Most of what saves an S-Corp owner money has to happen during the year, not at filing. We review four things each quarter:
- Reasonable compensation
- Setting a salary-to-distribution split that holds up to IRS scrutiny without overpaying payroll tax.
- Distribution timing
- When to take money out, and in what form, to keep the year clean.
- Retirement deferrals
- Using the right retirement vehicle to move income into a lower-tax bucket before the window closes.
- Estimated taxes
- Keeping quarterly payments accurate so you're not hit with an underpayment penalty or a March surprise.
Why quarterly.
By the time you're filing a 1120S in March, the year is closed and most levers are gone. Planning quarterly means we catch the decisions while they can still change the outcome. It pairs naturally with monthly bookkeeping, since accurate books are what make planning real rather than a guess.
How it's priced.
Quarterly, as part of an ongoing engagement. We'll scope it to your situation and tell you the cost up front.
Best together
Tax planning gets sharper when paired with monthly bookkeeping and S-Corp filing. The bundle keeps books closed, returns ready, and the four quarterly levers actively managed — all priced up front.
Filing now · FY 2026
Pick your form.
Pick your form.
We'll take it from there.
Two forms, two deadlines, one workflow. Tell us which return you're filing and we'll send the SmartVault link and document checklist within the hour.
S-Corp · Form 1120S
Mar 15
—
--
Hrs
--
Min
--
Sec
Individual · Form 1040
Apr 15
—
--
Days
--
Hrs
--
Min
--
Sec