Book (PDF) · For S-corp owners & owners-to-be
Every number in this book comes with the address it came from and the date it was checked.
$27 · one-time
PDF book + Sources and Verification Log (PDF) + Excel workbook + Word templates + documentation pack (PDFs)
Sold and fulfilled by Gumroad, Inc. as merchant/seller of record. Content authored by ExpertEngine LLC d/b/a ProAxis Templates — built by the licensed CPA at ProAxis Tax & Accounting Services.
You elected S status, or you are about to, and the advice you have been given is a percentage. Whoever told you that did not tell you where the rule comes from. No safe-harbor percentage appears anywhere in the chain this book reads. Not in the Code sections it quotes, and not in the Treasury regulations under them. Not in the IRS’s own guidance, and not in the one appellate opinion it could read on a government source. The playbook walks that chain instead. It shows what the election changes and where the payroll-tax saving stops growing. It shows what the structure costs to run, and how reasonable compensation is arrived at and documented.
It is written by a CPA licensed in New Jersey and New York. It ships with a companion Sources and Verification Log. The Log prints every sourced claim in the book with the address it came from, the date it was read, and the source’s own words. It does not set, suggest, or validate any salary amount, and it promises no tax outcome. The remaining chapters — owner benefits and deductions, structure and planning, operations — are delivered to buyers at no further charge when they are finished.
Most S-corp advice hands you a percentage with no source behind it. This book shows you where each rule actually lives and what it says. It covers the election mechanics and the exact point where the payroll-tax arithmetic bends. It adds a worksheet for the annual cost of the structure, and the reasonable-compensation file built in the vocabulary the IRS’s own pages use. Where a question is not settled by the sources, the book says so and stops, instead of filling the gap with something that sounds right.
After checkout you receive an instant digital download: the PDF book, the Sources and Verification Log, the Excel workbook with its Word templates, and the documentation pack. There is no physical item and nothing ships. You can start reading the same day.
Tax-year note: Figures are stated for tax year 2026 and reflect the primary sources as of the verification date printed in the book. Every claim ships with its address — open the source before acting on any figure.
Every chapter runs the same frame, so you can go straight to what you need. Each covers the question the owner is actually deciding, the rule and where it comes from, and how it works on arithmetic you can follow. Each also covers what documentation it requires, and where the reasoning goes wrong.
The book is educational material. It does not set, suggest, or validate any salary amount, and the judgment calls that depend on your specific facts stay with you and the professional you engage.
A CPA licensed in New Jersey and New York wrote it the way a preparer reads: rule, source, arithmetic, file. Every figure, rate, threshold, and deadline in the book carries a marker pointing to a row in the Sources and Verification Log. That row holds the source’s address, the date it was read, and the source’s own words — re-checked against the live source before the edition shipped.
Sources are limited to four primary authorities — irs.gov, govinfo.gov, ecfr.gov, and the Bureau of Labor Statistics. No blogs, no tax-software marketing, no other books. Where the sources leave a question open, the book says so and stops. You may later decide you would rather hand the work to a CPA than do it yourself. ProAxis Tax & Accounting Services prepares business returns for NJ, NY, and PA businesses. The book makes that conversation shorter; it does not depend on it.
No, and that is the book’s central position. It walks the chain from the Code to the regulations to the IRS’s own guidance, and shows that no step of it names a fraction. Then it teaches the analysis the sources do support — with every source logged as you go.
No. It teaches the analysis and includes a workbook to run it on your own facts. It does not set, suggest, or validate any salary amount, and no tax outcome is promised.
Figures are stated for tax year 2026 and reflect the sources as they read on the verification date printed in the book. Every row of the Sources and Verification Log carries the date it was read — check the address in the row before acting on any figure.
The book carries no obligation to update or notify you after delivery. Every claim ships with its source address, so you can open the source and see whether it still reads that way. The remaining chapters of this edition are delivered to buyers at no further charge when they are finished.
Educational template — not advice. This is a do-it-yourself template. It is general educational material, not tax, accounting, or legal advice, and is not written tax advice under Treasury Circular 230. Your purchase does not create a CPA-client, engagement, or advisory relationship. Figures reflect the law as of the date shown for the tax year noted and are not updated after purchase — verify at the primary source before acting. Consult a professional you separately engage about your specific situation. Results vary; no specific tax, refund, deduction, or compliance outcome is promised.
Refunds: Digital products are delivered instantly and are non-refundable once downloaded. We will refund or replace any file that is corrupt, materially not as described, or not delivered, within 30 days of purchase.
Purchases are governed by the Digital Product License & Terms of Sale. Sold and fulfilled by Gumroad, Inc. as merchant/seller of record. Content authored by ExpertEngine LLC d/b/a ProAxis Templates — built by the licensed CPA at ProAxis Tax & Accounting Services.
PDF book + Sources and Verification Log (PDF) + Excel workbook + Word templates + documentation pack (PDFs) · $27 one-time purchase.
Buy on Gumroad — $27Sold and fulfilled by Gumroad, Inc. as merchant/seller of record. Content authored by ExpertEngine LLC d/b/a ProAxis Templates — built by the licensed CPA at ProAxis Tax & Accounting Services.
Review the Digital Product License & Terms of Sale before checkout.
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