Looking for an S Corporation-Savvy CPA Firm?

We’d be delighted to talk with you.

Our firm specializes in S corporation tax preparation and planning — whether you're newly formed, long established, or managing a more complex multi-state operation. If you've poked around this site, or know us from QuickBooks for Dummies or the Evergreen Small Business blog, you’ve already seen how we think and how we work. If you're ready to connect, here's how it works:

Step-by-Step: How Onboarding Works

1. Send us a note using the form below.

2. We’ll email you a secure upload link so you can safely send us your most recent tax return(s).

3. A senior tax professional will review your materials and:

• Flag any audit risks or red flags
• Suggest tax-saving opportunities (especially around reasonable compensation, Section 199A, pension layering, and real estate structuring)
• Provide you with a transparent fee quote

4. If you like what you hear? We’ll schedule a free, brief phone or Teams call to go over your questions.

Often, this process takes just a couple of days start to finish.

Three Service Levels — Choose What Fits

We offer three tiers of S corporation service, depending on your business’s needs:

Level 1: Basic Filing + Setup Guidance — $2,500/year

For new S corporations or single-owner businesses. Includes:

• Preparation of S corp and one state tax return
• Shareholder K-1(s)
• Payroll setup help (via Gusto) and 2553 review
• Reasonable compensation guidance

Level 2: Proactive Planning — $4,000/year

For growing businesses that want to optimize:

• Section 199A deduction maximization
• Retirement plan design (e.g., solo 401(k), SEP, defined benefit)
• Real estate + self-rental strategy evaluation

Level 3: Strategic Deep Dive — $7,500/year

For multi-state or high-income businesses looking for:

• Ongoing planning touchpoints
• Email priority response
• Audit-defense readiness and layered entity support

Want a Taste First? Grab a Free Resource

If you're still browsing, start with something useful and free:

• Downloadable LLC Formation Kits – To grab DIY kit for setting up an LLC platform for your new S corporation, click here.
• S Corp Payroll Savings Calculator – To estimate how much you might save, click here.
• Reasonable Compensation Estimator – To get a quick benchmark, click here.

All tools are available through our Evergreen Small Business blog, or ask for them in the message box below.

One Last Thought…

We understand if you’re not ready to upload returns yet. So take your time. Poke around the site. Check out our FAQ articles, our S corp archives, or our managing partner’s books on Amazon.

We’re not in a rush. But we are happy to help.

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