S Corporation Setup Request

Service Description

This appointment should be scheduled by an entity who desires S Corporation tax status. Please only book this appointment if you have reviewed your current tax situation and determined this is the best entity for your business. Our company will provide the necessary documentation to obtain the S corporation status with the IRS. We will also meet with the client to review necessary requirements for your S-corporation which includes reasonable compensation, payroll requirements and the IRS applicable rules and regulations. Upon booking the appointment, the client will receive an engagement letter, tax questionnaire and other documents to complete prior to the appointment. During the appointment, our firm will review the information and follow up with any documents that can assist with the preparation of the entity request. This service does not include accounting, bookkeeping or tax preparation services and is for entity setup only. Please note, the deposit amount will be applied to the cost of the service and final invoice. The deposit amount is nonrefundable. Clients can reschedule the appointment once if necessary.

Cancelation Policy

To cancel a session or appointment, please contact our office within 24 hours prior to the appointment. Appointments not cancelled during this time period will not be allowed to reschedule. Please note, deposits are nonrefundable. Appointments can be rescheduled only once after cancellation.

Contact Details