Your S-Corp should be
built, not just filed.
Most business owners elect S-Corp status and wonder why the savings never arrived. The election is not the strategy. The architecture is.
THE GAP NO ONE TALKS ABOUT
Electing to be an S-Corp
is not a
tax strategy.
The election is step one.
What happens after is where the real money lives.
And most CPAs skip it entirely
You files your S-Corp election and expected savings that never fully materialized
You’re paying yourself a salary, but no one confirmed it was optimized, or even right.
You’re writing checks to the IRS every quarter not knowing if the amount is right
You’ve never had a distribution policy. You’re moving money when it feels okay.
Tax season arrives and the picture surprises you. Again.
THE CATALYST
The structure that
holds you.
Before we build anything, we’ll confirm it’s worth building. A clear and honest analysis of your actual numbers will show exactly what the S-Corp structure will do for you AND what it will cost to get you there. Cause let’s be honest, it’s not right for everyone.
01
Strategic Modeling
CEO Pay Optimization
Your salary is one of the most important decisions in your S-Corp. We design it with precision. You’ll always know what and when you’re paying yourself, why, and what it means to your bottom line.
The S-Corp Architecture Catalyst is a structured buildout. A one time engagement that designs your compensation framework, files your election, builds out your payroll infrastructure, and creates the policies that protect everything you’ve earned.
When it’s complete, your S-Corp isn’t just THERE. It’s operational, defensible, and designed to perform.
Tax Reduction Framework
03
Strategic tax reduction tools built into your structure from day one. You’re no longer leaving money on the table or discovering opportunities when it’s too late.
First-Year Projection
05
Now that we have built the pieces, we’ll model out your first year with a full federal and state estimate schedule so you know exactly what’s coming and when to move it (or not).
02
Distribution Blueprint
04
Profit sitting in your business isn’t generating wealth. Getting it out strategically is. We design a distribution framework so every dollar you move is planned, protected, and aligned with your bigger financial picture.
60-90 Day Stabilization
06
Where the rubber meets the road. We work with you through your first payroll, confirm proper implementation, and adjust if anything needs refinement along the way. The best plan in the world means nothing if it’s not properly implemented.
TWO PHASES. ONE RELATIONSHIP.
The Catalyst
builds it.
The Retainer
protects it.
The Catalyst is a one time engagement. The Strategic Tax Planning Container is what sustains the architecture. Think of it like car maintenance. You follow the schedule and you will have a smooth running vehicle that lasts you a long time with few surprises.
PHASE ONE
S-Corp Architecture Catalyst
One time engagement. Everything designed and built from the ground up.
S-Corp Modeling
CEO Pay Optimization
Tax Reduction Framework
Distribution Blueprint
First-Year Projection
60-90 Day Stabilization
PHASE TWO
S-Corp Architecture Catalyst
Ongoing guidance. Six-month minimum. Includes business and individual returns.*
Quarterly tax projections based on actuals
Compensation + distribution monitoring
Mid-year strategy session
Year-end optimization session
S-Corp & individual tax return filings*
Tax notice review
Structured access - not a ticketed queue
*Included for clients enrolled by October 1st of the tax year to be filed and active through April 15th.
IS THIS FOR YOU?
Right fit.
Right time.
This was built for you if —
Your income after expenses is over $100k
You want structure, not just savings estimates
You’re ready to run payroll properly
Tax season surprises stress you out
You want a strategist, not just a preparer
You’re done managing this reactively
This is not the right fit if —
You’re looking for a one-time filing only
Revenue is wildly inconsistent or under $80k
Compliance is the ceiling, not the floor
You want the lowest possible price point
“Behind a thriving business
lies an intentionally built foundation
most people will never see.”
MAE GERHART, CPA - WEALTH ALCHEMIST
READY TO BUILD
Let’s design the
structure your business deserves.
The S-Corp Architecture Catalyst begins with a qualification conversation to confirm it’s the right fit and the right time. Apply below.