$500 One-time for S-Corp Elections
No long-term contract — cancel anytime with 30-day notice.
$500 one-time fee to convert your LLC to S-Corp status and complete the election paperwork. (No monthly subscription required unless you chose the optional support plan)
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Eligibility & Strategy Review
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We assess your current LLC structure, income level, and potential tax savings.
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We determine whether an S-Corp election makes sense based on your self-employment net income, payroll needs, and business goals.
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We prepare and file the proper forms for the S-Corp Election.
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We monitor the IRS acceptance process and notify you once approved (or follow up if delayed).
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Optional Add-ons
When you engage us to convert your LLC to S-Corp tax status, you'll need access to comprehensive services to keep compliant!
Available as an add-on to our LLC → S-Corp Conversion service or as a stand-alone plan.
Our Monthly Starter Plan is designed for new or growing small-business owners who want affordable, year-round financial support — without paying full-time accountant rates.
Perfect for LLCs, S-Corps, and self-employed professionals who need help staying compliant, organized, and tax-ready.
What’s Included
Quarterly Reviews (4x per year)
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Review of Payroll & Reasonable Salary to ensure compliance with IRS standards.
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Update on owner distributions and tax-withholding adjustments.
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Mini cash-flow review and business performance check-in.
Monthly Support (Ongoing)
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Up to 3 hours of bookkeeping assistance monthly (transaction cleanup, reconciliation, account review).
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Dedicated email support for QuickBooks questions or setup guidance.
Year-End Review & Recommendations
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End-of-Year Compliance Review to prepare for tax season.
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Tax-Savings Strategy Session: identify deductions, expense optimization, and future planning.
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Audit-Readiness Review — we check your books for accuracy and documentation consistency before submission to your tax preparer.
Partner Perks
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25% off your business or personal tax filing with one of our verified partner CPA firms.
What We Offer

Formation Services
Organize your new LLC with the Sectary of State and turn your LLC into S Corp when it's time for you to grow. The management of your LLC can save you thousands in federal taxes each year. It's important to partner with a someone that knows when it's time to save your business money!

Accounting Services
Federal & State Tax Filing — Simplified tax preparation and filing with expert guidance.
Compliance & Ongoing Support — We help you stay on top of state and IRS requirements year-round.
Consulting & Coaching — Personalized 1:1 guidance in tax strategy, bookkeeping, and business growth.

Bookkeeping Support
QuickBooks Setup, Training & Ongoing Support — QuickBooks or Xerox
3 Hours of Light Monthly Bookkeeping — 3 hours each month to maintain your books
Consulting & Coaching — Personalized 1:1 guidance in, bookkeeping and training support.

