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DIY Forms

Please Note: ** You will be redirected to Adobe Website or Google Forms to Access Forms **

All Clients
(Personal & Biz)

VIP - Reimbursements

Business Set-Up Tools
VIP Plan Only Clients

Safe Harbor Policies
Adopt Your Companies 

Please Note: ** These Policies are Consistent with the 2018 TCJA and may revise with new Tax Rules**

!! S-Corp Owner Reasonable Comp Adoption !!

TAX REQUIREMENT FOR ALL SCORP OWNERS:
We recommend meeting with us at least once a year to adopt your reasonable compensation resolution.
Not having Reasonable Compensation is HIGHEST AUDIT RISK for SCorp owners.

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