Shareholder Payroll Advisement and Coordination
Managing shareholder payroll requires a careful balance of tax strategy, legal compliance, and business goals. I specialize in helping business owners navigate the complexities of compensating shareholders, ensuring both tax optimization and business efficiency. From S-corps to C-corps, I guide you in structuring shareholder compensation in a way that minimizes tax liabilities while keeping you compliant with IRS regulations.
I provide tailored advice to ensure you pay yourself, and other shareholders, the right amount in salary versus dividends, which is crucial for avoiding IRS scrutiny and potential penalties. By coordinating your shareholder payroll with your broader business and tax strategies, I help you save money and reduce financial risks, allowing you to focus on growing your business.
Shareholder Compensation Planning
It’s not always clear what is the right balance between salary and dividends for shareholder-employees, but I’m here to help. I’ll develop a compensation plan that maximizes tax efficiency by ensuring your salary is reasonable and that dividend distributions are properly calculated, helping you avoid unnecessary payroll taxes.
Payroll Compliance
Stay on the right side of the IRS with expert guidance on payroll compliance. I ensure all payroll taxes, filings, and documentation are in order for shareholder employees, making sure your business adheres to both federal and state requirements, regardless of your entity type.
Coordination with Tax Strategy
Integrating your shareholder payroll decisions into a comprehensive tax strategy can significantly impact your tax outcome. I align your payroll with your broader financial planning, considering retirement plans, business deductions, and other tax-saving opportunities to ensure you’re getting the most out of your compensation structure.
