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Practitioner case studies

How CPAs and EAs use the workspace.

Two practitioner profiles. Time saved, revenue models, and the workflow that ties the S-Corp engagement together.

Revenue model

Solo CPA with 15 S-corp clients

Typical practice

The scenario

A solo CPA handles tax returns for 15 S-corp clients. Each client needs a defensible reasonable compensation determination annually. Without a systematic approach, the analysis varies in quality - sometimes thorough, sometimes incomplete, and rarely documented to IRS standards.

The practice impact

S-corp clients

15

BLS data points used

86M+

wage records across 6,000+ roles

IRS factors documented

All 6

in every report, automatically

Avg client FICA savings

$3,000 - $5,000

per client, per year

Defensible documentation

Every report includes methodology, data sources, geographic adjustments, and confidence scoring - audit-ready from day one.

Multi-approach analysis

Cost, Income, and Market approaches cross-validate results. Stronger than any single-method analysis.

Consistent methodology

Same rigorous process for every client, every year. No variation in quality across the practice.

Revenue model

Small firm with 50 S-corp clients

Growth practice

The scenario

A 3-person firm handles 50 S-corp clients. They want to add reasonable compensation as a standard advisory service with consistent, defensible quality across every engagement - regardless of which team member handles it.

The practice impact

S-corp clients

50

Valuation approaches

3

Cost, Income, Market

Geographic adjustments

Built-in

state + metro level precision

Avg client FICA savings

$3,000 - $5,000

per client, per year

Advisory gateway

Reasonable comp opens conversations about entity selection, tax planning, and payroll optimization.

Staff can deliver it

Junior staff run the analysis; partners review and advise. No specialist needed.

Annual repeat

Clients need updated analyses every year. Revenue compounds as the client base grows.

Why reasonable compensation works as a service line

Annual requirement

Every S-corp needs it yearly

Clear client value

Defensible salary = FICA savings + audit protection

Data-driven accuracy

86M+ BLS wage records, geographic precision, confidence scoring

Upsell path

Gateway to entity planning, tax strategy, payroll

See the workspace running against your own S-Corp client.

See workspace pricing or generate your first reasonable-comp report — both start now.

Workspace pricing is being finalized with the firms using it today — we’ll show you what fits your practice.