THE BIG THREE
Reasonable Compensation
$5K – $15K/year
Defensible market salary. Not too high (overpay payroll tax). Not too low (audit bait). Ch. 6.
FREE PDF FOR SERVICE-BASED S-CORP OWNERS DOING $500K – $6M
Most Readers Find $6,000 – $30,000+ Sitting On Their Tax Return.
135 pages. 23 chapters. The exact playbook we run for our $5,000–$25,000/year tax-planning clients — in a book you can read in an afternoon.
FREE PDF · NO CREDIT CARD · EMAILED IN 30 SECONDS
✓ Free, no payment ✓ Read on any device ✓ Unsubscribe anytime
$6K–$30K+
Average federal tax savings most readers find on their first pass
15
Strategies covered in detail, each with a real dollar range, IRC citation, and live example
10 min
Quick-start quiz routes you to the chapters where YOUR dollars are sitting
THE $94,000 TUESDAY
On a Tuesday in March, Sarah opened her tax return.
FEDERAL TAX OWED
$94,312
She thought it was the cost of a great year.
It wasn't.
WHAT SHE ACTUALLY OWED
$40,000
SIX YEARS OF OVERPAYMENT
~$200K+
Her CPA wasn't a bad CPA.
He was a tax preparer.
Not a tax planner.
That's the difference this book is about.
Two Kinds of CPAs.
Most owners hire the wrong one.
×
THE TAX PREPARER
What 90% of S-Corp owners hire.
- Engages with you in February & March
- Files what already happened
- Reasonable comp set "years ago"
- QBI calculated when the return is filed
- Never mentions Augusta, accountable plan, profit-sharing
"Great year. Big tax bill."
✓
THE TAX PLANNER
What this book teaches you to be (or hire).
- Engages on a year-round calendar
- Models the year before it happens
- Reasonable comp documented & revisited
- Mid-year QBI projection with planning moves
- Stacks accountable plan, family, Augusta, retirement
"Four moves before December 31."
Tax preparation happens after the year is over.
Tax planning happens before.
The dollars live in the difference.
15 Strategies. Real Dollar Ranges.
No "potential six-figure" handwaving.
THE BIG THREE · HIGHEST IMPACT
QBI Deduction Preservation
$15K – $40K+/year
For SSTBs near the $484K joint phaseout. Often the single biggest move in the entire code. Ch. 7.
THE BIG THREE
Retirement Vehicle Selection
$10K – $25K/year
Solo 401(k), profit-sharing, defined benefit. Direct fed tax savings, still your money. Ch. 8.
ACCOUNTABLE PLAN · FOUNDATION
The Written Accountable Plan
Unlocks $10K – $30K+/year
The board-adopted plan that makes the next three reimbursements legitimately pre-tax. Required infrastructure. Ch. 9.
ACCOUNTABLE PLAN
Health Insurance Reimbursement
$4K – $20K/year
S-Corp shareholder premiums reimbursed pre-tax under the plan — not stranded on Schedule A. Ch. 10.
ACCOUNTABLE PLAN
Admin Home Office
$3K – $10K/year
Square-footage reimbursement through the plan. Higher ceiling than the standard home-office deduction. Ch. 11.
ACCOUNTABLE PLAN
Vehicle, Cell + Internet
$3K – $10K/year
Reimbursed at business-use percentage under the plan. Pre-tax, no W-2 inclusion. Ch. 12.
FAMILY STRATEGIES
Hire Your Spouse
$5K – $15K/year
Unlocks a second retirement contribution & expands accountable plan reach. Ch. 13.
FAMILY STRATEGIES
Hire Your Children
$3K – $8K/year
Shift income to their lower bracket. Fund a Roth IRA at 12. Tax-deductible. Ch. 14.
FAMILY STRATEGIES
The Augusta Rule
$3K – $15K/year
Rent your home to your S-Corp 14 days/year. Tax-free in. Deductible out. IRC §280A(g). Ch. 15.
ADVANCED PLAYS
Prepaid Expenses
$10K – $30K/year
12-month safe harbor. The December move that pulls you back below QBI phaseout. Ch. 17.
ADVANCED PLAYS
Self-Rental + Grouping
$10K – $50K+/year
If you own the building. Cost segregation + grouping election + real estate equity. Ch. 18.
ADVANCED PLAYS
Entertainment Facilities
$2K – $10K/year
Properly classified business retreats, team facilities, and employee-benefit recreation. Ch. 19.
ADVANCED PLAYS
Cost Remediation
$3K – $25Kone-time
Amend the last three years for missed depreciation, misclassified repairs, or unclaimed credits. One-time recovery. Ch. 20.
QUICK WIN
Meal Categorization
$1.5K – $8K/year
Pure bookkeeping. Most teams under-claim 100% deductible meals. No structural change. Ch. 16.
Stack three or four of these and you're easily inside the $20,000 – $40,000+ range most readers find on their first pass.
Three Owners. Three Profiles.
Find the one closest to you.
SC
Sarah Chen
SOLO FOUNDER
$850K rev · $450K net · just her
- Solo 401(k) deferring $58,875 → $18,840/yr
- Right reasonable comp → $5,575/yr
- Augusta @ 4 days → $1,536/yr tax-free
- Plus accountable plan + meals
~$28,000+ annual fed tax saved
DR
David Rodriguez
TEAM OWNER
$1.4M rev · $720K net · 8 employees
- Prepaids drop income below QBI → $28,800/yr
- 401(k) + profit share $69K → $22,080/yr
- Self-rental + cost seg → $18,000/yr
- Augusta 12 days → $5,760/yr tax-free
~$70,000+ annual fed tax saved
MP
Marcus Patel
SCALED OWNER
$4M rev · $1.4M net · 32 employees
- Augusta full 14 days → $11,200/yr tax-free
- Formal team event program → $18,880/yr
- Defined benefit add-on
- Family hires + meal categorization
~$45,000+ annual fed tax saved
What Will The Quiz Tell YOU?
Twenty questions. Built into Chapter 5.
STARTER
Score 0–30
$15K–$30K
Serious money on the table. Read every chapter.
CORE
Score 31–55
$6K–$15K
Solid foundation. Real upside in your weak sections.
ADVANCED
Score 56–75
$2K–$7K
Tight ship. Look for gaps in family + advanced.
OPTIMIZED
Score 76–99
$0–$2K
High-level operator. You're already winning.
Across hundreds of owners, most land in Starter or Core — meaning $6,000 to $30,000+ a year sitting on the table, every year, for as long as it stays unfixed.
THE PART NOBODY TALKS ABOUT
Every March, Another Year Closes.
Tax planning has no urgency. Nobody's standing in your office asking about your QBI deduction. The deadline for fixing reasonable compensation is vague. Funding retirement is "comfortably far off."
So the strategies keep not getting done.
Meanwhile, March arrives. The bill shows up. The year is over. The opportunity to affect it has passed.
Same story. Every year.
CORE-TIER READER, 5 YEARS UNFIXED
$50,000+ overpaid
+ the compounding return on what you could've kept
The book is free. The math is not subtle.
What You Get
- ✓ The 135-Page Playbook 23 chapters across 8 parts. Every strategy with a What-It-Is / Who-It's-For / Savings / Difficulty box. $147 value
- ✓ The 20-Question Quick-Start Quiz Routes you to the exact chapters where YOUR dollars are sitting. No guesswork. $97 value
- ✓ Three Live Case Studies Sarah, David & Marcus. Every strategy modeled with their actual numbers so you can map your situation. $97 value
- ✓ The Implementation Checklist Phased to-do list, organized by dollar impact. Strategies don't save you anything until they're done. $147 value
- ✓ The Annual Tax Planning Calendar Month-by-month cadence. What to do in April, July, October & December. $97 value
- ✓ 1-Page Cheat Sheet + Citations Appendix Every strategy in one line. Every IRC section, Treasury Reg, and case cite for your CPA. $94 value
TOTAL VALUE $679
TODAY Free
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The risk isn’t 30 seconds of typing.
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Common Questions
"My CPA already handles all this."
Maybe. The Quick-Start Quiz in Chapter 5 will tell you in ten minutes whether that's true. If your reasonable comp hasn't been formally reviewed in the last 12 months, if no one has run a mid-year QBI projection this year, if you don't have a written accountable plan — you have a tax preparer. Not a planner.
"Is this just S-Corp basics I already know?"
Part 2 covers foundations briefly so the rest of the book has shared vocabulary. The dollar-saving content is in Parts 4–7: Reasonable Comp, QBI preservation, retirement vehicle selection, accountable plan stack, family strategies, Augusta Rule, prepaid expenses, self-rental + grouping. None of that is "S-Corp 101."
"I'm not a service business. Does this apply?"
The book is written for service-based S-Corp owners doing $500K–$6M. That's where proactive tax strategy has the highest leverage. If you sell physical products at scale, run a franchise, or are below $500K, the strategies still work but the dollar amounts are smaller. The book tells you that directly in Chapter 4.
"Will I have to do this myself?"
Up to you. Chapter 23 lays out three approaches: (1) block 4–6 hours and DIY through the checklist, (2) direct your existing bookkeeper to handle the admin pieces, or (3) hire a proactive tax planner to run the calendar. The book gives you everything you need to choose — and to know whether the planner you're talking to is any good.
"Why give it away free? What's the catch?"
No catch. This is the actual playbook our $5,000–$25,000/year tax-planning clients pay for. We give the book away so service-business owners can run the same strategies themselves. If a fraction of readers eventually decide they’d rather have someone run their tax calendar for them, that’s a great outcome for both of us. If you DIY forever, that’s also a great outcome — you stopped overpaying.
"Will you spam me?"
No. We’ll send the PDF, plus occasional emails about tax planning that’s timely (year-end moves, contribution limit changes, IRS rule updates). Unsubscribe in one click. We don’t sell or share your email.
LAST THING
30 Seconds To Find Out What You've Been Overpaying.
If even one strategy in this book applies to you, you’ll save many, many times more than the email it costs. The Augusta Rule alone clears that bar in a single afternoon of work.
Total stack value$679
Compare: 1-year proactive CFO engagement$5K–$25K
Compare: average savings most readers find$6K–$30K+
TodayFree
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P.S. Sarah Chen overpaid $30,000–$50,000 a year for six years before she figured it out. The book is free. The unsubscribe link is one click. Closing this tab and going back to whatever you were doing is the most expensive option on this page.