How firms scope, price, write and hand off a tax plan for S-corporation owners.
The Augusta rule under §280A(g), read for S corp clients: the 14-day count, fair-rent evidence, and the minutes, agreement and invoices a Reviewer expects.
S corp distributions start with basis. A 3-year stock and debt basis roll-forward, AAA ordering, Form 7203 logic, and a worksheet your firm can paste.
Safe harbor estimated tax for S-corp clients: prior-year, 90% and annualized schedules, the December withholding catch-up, a client letter and a firm calendar.
QBI deduction S corp rules for firms (2026): salary cuts QBI, feeds the W-2 wage limit above $403,500 MFJ, and meets the 20% taxable-income cap.
TaxDome integrations, Karbon integrations and Holistiplan integrations mapped: which tax planning tools connect to tax prep, CRMs, storage and Zapier, as of 2026-09-23.
How a financial advisor picks tax planning software: return intake, CRM and planning connectors, output and pricing model, with vendor facts dated 2026-09-23.
How to read a tax return as a financial advisor: which Form 1040 pages and schedules to open, the S-corp signals to flag, and a one-page handoff checklist.
A tax planning engagement letter template with bracketed fields: scope, deliverable, client duties, fee basis, exclusions and who signs off.
Financial advisor tax planning handoff: what the advisor sends the CPA firm, what the firm returns, a shared 2026 calendar, and why the Reviewer signs.
Holistiplan pricing, Instead (formerly Corvee) credits and TaxPlanIQ tiers side by side, as published 2026-09-23, and which firm each one fits.
Entity selection for S-corp clients: the memo a firm writes before Form 2553, with a break-even on reasonable compensation, payroll cost and state tax.
Solo 401(k) S corp rules for 2026: why W-2 salary sets the contribution ceiling, compared with a SEP and a defined benefit plan, plus year-end deadlines.