Tax Planning
Holistiplan Pricing vs Instead vs TaxPlanIQ: Who Each One Fits
Holistiplan pricing, Instead (formerly Corvee) credits and TaxPlanIQ tiers side by side, as published 2026-09-23, and which firm each one fits.
Bobby Huang8 min read
Blog
Notes for CPAs, EAs, and tax firms on tax prep with a source for every number, reasonable compensation, and tax planning, written for the people who prepare and review the return.
- Tax Planning
S-Corp Election: Writing the Entity Selection Memo
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.
Bobby Huang8 min read - Tax Planning
Solo 401(k) S Corp Rules vs Defined Benefit and SEP
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.
Bobby Huang8 min read - Tax Planning
Tax Planning Fees: How to Price Tax Planning Services
Set tax planning fees from the deliverable and review time: fixed, tiered, and value-based models with illustrative math and a copy-ready worksheet.
Bobby Huang8 min read - Tax Planning
What a Tax Planning Report Should Contain: The Deliverable Anatomy
What a tax planning report should contain: baseline, scenarios, recommendation, assumptions, a source manifest and Reviewer sign-off. Copy-ready outline.
Bobby Huang8 min read - Tax Planning
Accountable Plan for S-Corp Owners: Rules and Records
Accountable plan S corp rules under Treas. Reg. 1.62-2, the 30/60/120-day safe harbor, and a copy-ready record checklist for owner reimbursements.
Bobby Huang8 min read - Tax Planning
S-Corp Year-End Tax Planning Checklist
Dated Q4 2026 S-corp year-end tax planning checklist: salary true-up, payroll, retirement, basis, distributions and the Jan 15, 2027 estimate.
Bobby Huang8 min read - Tax Planning
Tax Planning Questionnaire for S-Corp Owners (Template)
A copy-ready tax planning questionnaire for S-corp owners, grouped by planning memo section, with the decision each question feeds and a document request list.
Bobby Huang8 min read - Tax Planning
Tax Planning Software for CPAs: How to Evaluate It
Tax planning software for CPAs: how firms evaluate intake, import, output, integrations, evidence trail and pricing, with dated vendor notes.
Bobby Huang8 min read - Tax Planning
Proactive Tax Planning: How Firms Deliver It Year-Round
Proactive tax planning as a year-round firm service: a four-touchpoint calendar, one planning memo per client, the workpaper trail, and the hours it costs.
Bobby Huang8 min read - Tax Planning
S-Corp Tax Planning: What the Owner Memo Should Cover
S-corp tax planning memo, section by section: salary, distributions, retirement plan, accountable plan, estimates and state, each line sourced and signed off.
Bobby Huang8 min read - Reasonable Compensation
S-Corp Officer Salary: The IRS Rules on Who Must Be on Payroll
The IRS rules on S-corp officer salary turn on status, not amount: the one written exception, its two requirements, and the director rule.
Bobby Huang6 min read