Your S-Corp must 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
Just electing to be an
S-Corp is not a
tax strategy.
The election is only the first step
What happens after is where the real money lives.
And most CPAs skip it entirely
You filed 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 enough (or too much).
You’ve never had a distribution policy. You’re moving money when it feels okay.
Tax season arrives and the picture surprises you. Again.
TWO PHASES. ONE RELATIONSHIP.
The Catalyst
builds it.
With Alignment
it endures.
The Catalyst is a one time buildout. The Alignment sustains the architecture. Think of it like home maintenance. You follow the schedule and you will have a home to hold you.
PHASE ONE
The Catalyst
One time build. Designed from the ground up to support you & your business.
Strategic S-Corp Modeling
CEO Pay Optimization
Tax Reduction Framework
Distribution Blueprint
First-Year Projection
60-90 Day Stabilization Support
PHASE TWO
The Alignment
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*
Structured access - not a ticketed queue
*S-Corp and individual tax return filings are included for clients enrolled by October 1st of the tax year to be filed who are active through the personal return due date, April 15th.
THE CATALYST
The structure that
holds you.
The Catalyst builds what most S-Corps are missing. Compensation designed. Election filed. Payroll established. Policies in place.
Each piece laid with intention. Not just so it exists, but so it's ready for what’s next.
01
Strategic Modeling
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.
02
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.
03
Tax Reduction Framework
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
04
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).
05
Distribution Blueprint
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.
06
60-90 Day Stabilization
We don't hand you a blueprint and send you on your way. For 60-90 days, we stay as the foundation sets to make sure each piece is in place. Plans don't create results. Implementation does.
THE TIMELINE
Build a business
meant to
last.
The difference between a business that thrives and one that survives is rarely the idea. It's almost always the structure.
The ones that endure aren't those who worked the hardest. They're the ones who built structure with purpose.
MONTHS 1-3
The Architecture is Built
You stop guessing. The structure is designed around your real numbers, your compensation is intentional, and for the first time, you can see exactly where you stand.
MONTHS 3-6
The Foundation is Set
You start to feel the difference. Payroll is running, distributions are planned, and the structure you built is holding exactly as it should.
MONTHS 6+
With Alignment, it Endures
Tax season dread melts away. You have a strategist in your corner, a plan that evolves with you, and no surprises waiting at the end of the year.
IS THIS FOR YOU?
Right fit.
Right time.
This was built for you if —
Your income is over $100k**
You want structure, not just savings
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
Your income is less than $80k
Compliance is the ceiling, not the floor
You want the lowest possible price point
You don’t have the time
You don’t want to change the way you’re doing things
**If you’re not there yet, but you want to be, our Tax Support can help you get there.
“Beneath a thriving business
rests an intentionally laid foundation
most people will never experience.”
MAE GERHART, CPA - WEALTH ARCHITECT
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.