S Corp Election Readiness Checklist
A free, three-page starting point for solo service business owners considering an S Corp election. Check eligibility, timing, reasonable compensation, payroll responsibilities, and the numbers to gather before a conversation with your tax professional.
Free PDF, delivered to your inbox. Enter your first name and email in the form on this page and the checklist arrives right after you confirm. Includes official IRS references. Guidance checked October 1, 2026.
Rather have a CPA review your checklist?
Bring your completed checklist to Geddes & Company, P.C. They help owners with the election decision, a defensible salary, payroll setup and the S corp return. Tax Planning Etc works closely with Geddes & Company. No referral fee is paid.
Ready to go further?
The free checklist helps you identify what to check. The $29 LLC-or-S-Corp Decision Kit helps you work through the numbers with a nine-page guide, a 2026 Excel estimator, scenario tables and charts, and a salary evidence log. Explore how profit, reasonable pay, taxes, and added costs affect the comparison, then bring your results and open questions to your tax professional. Review the full kit details on Gumroad before you buy.
Get the full decision kit, $29
How to use the checklist
Mark an item only after you verify it. Leave unknowns blank, gather your records and cost estimates, and bring the unanswered questions to your tax professional. The checklist is educational, does not determine eligibility or recommend an election, and does not promise tax savings.
Product support
Questions about the checklist or a paid product? Email support@taxplanningetc.com. For a purchase question, include your order reference. Please do not send tax returns, Social Security numbers, or other sensitive financial documents.
Looking for professional services?
Tax Planning Etc works closely with Geddes & Company. If you’d like a CPA to look at your situation, contact Geddes & Company directly. No referral fee is paid.
Geddes & Company decides whether to accept an engagement and quotes its own fee. A download, product purchase, or inquiry here does not create an accountant-client relationship.