Run every S-Corp client
through one workspace.
Shareholder basis, scenario modeling, P&L forecast, Form 7203 import, and reasonable-compensation reports — in the same place, year over year.
12 S-Corp clients
Atlas, Bridgewater, Clearpath…
All cascades reconciled
Through Dec 31, 2025
Basis cascade · Tax year 2026
Headroom
$26,250
Ownership
35%
Scenarios
3 saved
Cascade reconciles
$0.00
Arithmetic checks per shareholder per year
7203 import
~1.4s
Prior-year PDF parsed to ledger entries
RC methodology
3
IRS-recognized approaches per analysis
Report deliverable
24 pp
Audit-ready PDF, IRC §162-aligned
What you work in
The three surfaces you live in.
Marcus Reyes
Shareholder basis tracking
§1366/§1367 ordered per shareholder.
Conservative
Salary 120K
$58K
Base
Salary 95K
$26K
Aggressive
Salary 75K
−$12K
Scenario compare
Three cascades, one view.
P&L · monthly · 2026
P&L forecast
Monthly grid · cash bridge.
What's in the workspace
Six things you stop stitching together.
Shareholder basis tracking
§1366/§1367-ordered cascade per shareholder, year over year.
Scenario compare
Conservative, Base, and Aggressive side by side. Binding constraint identified.
P&L forecast
Monthly grid. Officer compensation flows in from the salary picks.
Form 7203 import
Upload the prior-year PDF; sub-totals validate; the cascade seeds.
Cap-table management
Totals enforced at 100%. Ownership changes route through the rebalancer.
Reasonable-comp report
IRC §162-aligned. Three IRS-recognized approaches. 24-page audit-ready PDF.
Last year's Form 7203, imported.
Upload the prior-year PDF. Lines 1, 3a, 3k, 6, 8a, and 11 map directly into the cascade. Form 7203 sub-total identities are validated before any ledger entry is written. Line 15 seeds the next-year opening basis automatically.
marcus-reyes-7203-2025.pdf
142 KB · Parsed in 1.4s
Sub-totals validatedParsed → ledger entries
Year-end planning
The year-end decision, modeled side by side.
Conservative, Base, and Aggressive. Cascade reconciles per column. The binding constraint surfaces automatically.
Conservative
$120K salary
Base
$95K salary
Aggressive
$75K salary
Snapshot the recommended scenario at year-end. The cascade is preserved in the file; the next year opens with the right basis automatically.
The deliverable
A 24-page report you attach to the file.
Methodology, BLS OEWS data sources, role allocation, defensibility rationale, IRC §162 references. Audit documentation in one PDF.
Audit documentation
IRC §162-aligned
Salary risk read in 30 seconds.
Enter four numbers from the client's 1120-S. No signup required.
Try the Risk Calculator
One workspace for every
S-Corp client.
Salary, basis, distributions, forecast, and the report — in one place.
Exhibitor at NAEA Tax Summit 2026