Six modules.
One workspace.
Each module shown below with sample data from a 3-shareholder S-Corp.
Binding constraint
Base scenario
Cascade reconciled
All 3 scenarios validate
Real-time
Recalculates on edit
Scenario compare · Tax year 2026
Plenty of room
⚡ Binding constraint
⚠ Excess
Shareholder basis tracking.
§1366/§1367-ordered cascade per shareholder. Contributions, allocations, distributions, and losses applied in statutory order, year over year.
Reconciles to
$0.00
Cascade arithmetic checks
Per shareholder
∞
No seat or row limits
Year-end roll-forward
Seeds next-year opening
Scenarios compared
side by side.
Save Conservative, Base, and Aggressive cases. Cascade reconciles per column. The binding constraint is identified automatically — no spreadsheet toggling between tabs.
- Side-by-side comparison
- Year-end snapshot for the file
- Math reconciles before render
3 saved scenarios
All cascades reconciled
Conservative
$120K salary
Base ★
$95K salary
Aggressive
$75K salary
Edit cells. Cascade recalculates.
Monthly P&L grid. Officer compensation flows in from the salary picks. The cash bridge ties forecast income to ending cash.
| Line | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 82 | 79 | 88 | 95 | 98 | 102 | 105 | 108 | 104 | 99 | 96 | 94 | 1,150 |
| COGS | 31 | 30 | 33 | 36 | 37 | 39 | 40 | 41 | 39 | 37 | 36 | 36 | 435 |
|
Officer comp
|
7.9 | 7.9 | 7.9 | 7.9 | 7.9 | 7.9 | 7.9 | 7.9 | 7.9 | 7.9 | 7.9 | 7.9 | 95.0 |
| Other opex | 18 | 17 | 19 | 20 | 20 | 21 | 22 | 22 | 21 | 20 | 19 | 19 | 238 |
| Net ordinary income | 25 | 24 | 28 | 31 | 33 | 34 | 35 | 37 | 36 | 34 | 33 | 32 | 382 |
Start
$112K
+ Net
$382K
− Dist
$220K
End
$274K
~1.4s parse
PDF to ledger
marcus-reyes-7203-2025.pdf
142 KB · Parsed in 1.4s
Math validatesParsed → cascade seeded
Form 7203
import.
Upload the prior-year PDF. Opening basis, K-1 income, distributions, and losses seed the cascade. Sub-totals are validated before any entries are written.
Parse time
~1.4s
PDF to ledger
Manual entry
0
Lines retyped
Cap-table totals
enforced at 100%.
Ownership changes route through the rebalancer modal. The cap table cannot silently drift above 100%. Distributions plan against current basis with the floor visible.
100.00% enforced
Cap-table invariant
Total
100%
Recommended salary
$118,400
Blended across 3 IRS-recognized approaches
↑ Recommended
Cost
$112K
Many Hats
Income
$124K
Investor
Market
$119K
BLS OEWS
Reasonable-compensation
analysis.
Three IRS-recognized approaches, IRC §162-aligned, BLS OEWS-backed. Confidence score and defensible range. Feeds officer compensation into the Forecast automatically.
Try it yourself
Adjust the salary.
The model recalculates.
Officer salary
ModelingDrag the slider — or watch the demo loop. Bars update in real time.
Marcus Reyes — basis impact
Distribution capacity healthyLower the salary → K-1 rises → basis grows → bigger distribution. Raise it → constraint tightens. Same model. Three views.
The deliverable
Hand it to the client.
24 pages. Methodology, BLS benchmarks, role allocation, IRC §162 references. Audit-ready as soon as it generates.
Audit documentation
IRC §162-aligned
One workspace for every
S-Corp client.
Salary, basis, distributions, forecast, and the report — in one place.
Workspace pricing is being finalized with the firms using it today — we’ll show you what fits your practice.
Exhibitor at NAEA Tax Summit 2026