Beyond Prepared® Diagnostic Report

Pay yourself with confidence.
Document it like it matters.

The Beyond Prepared® Reasonable Compensation Report gives S-corp owners a written compensation analysis built to reduce guesswork, support payroll decisions, and hold up if the IRS asks.

Does any of this sound familiar?

  • You are taking distributions but your salary number feels more like a guess than a documented position.

  • Your prior CPA gave you a number — but not the reasoning, the support, or the memo.

  • Your compensation stayed flat while the business grew, and your documentation never caught up.

  • You want a defensible answer before payroll runs, not a conversation after an IRS letter arrives.

Reasonable compensation is one of the IRS’s most reliable audit triggers for S-corps. A documented, fact-supported position is not optional — it is the difference between a confident answer and a surprise payroll tax assessment.

Who this is for

S-corp owners paying themselves a W-2 salary alongside distributions
Business owners whose compensation has not been formally reviewed
Operators who received a number from a prior CPA but not the written rationale
Businesses preparing for a year of higher distributions and want the position documented
Owners whose role or responsibilities have changed significantly
Service businesses in dental, medical, law, construction, or professional services

What’s included

Compensation range

Based on your officer duties, hours, geography, industry, and business economics — not a rule of thumb.

Written summary memo

A decision-support document for your files that shows how the range was determined.

Risk notes

Flags where your current compensation creates audit exposure and what documentation is missing.

Payroll adjustment guidance

Practical steps to move toward the defensible range this calendar year.

Next-step recommendations

If entity structure, S-corp election timing, or planning strategy needs a deeper reset, you will know.

Pricing

One flat fee. No billable hours. No surprises.

Beyond Prepared® Reasonable Compensation Report

$797

Flat fee · single-owner S-corp · CPA-reviewed

  • Defensible compensation range + written summary memo
  • Risk notes and missing-document checklist
  • Payroll adjustment guidance for the current year
  • CPA-reviewed before delivery
Get the Report — $797 →

Multi-owner, multi-entity, or an unusual situation? Start an intake conversation and we’ll scope a direct engagement.

How it works

  1. 1

    Purchase

    Complete secure checkout via Stripe.

  2. 2

    Complete intake

    You will receive a link to a secure intake form covering your entity, role, and financials.

  3. 3

    Report delivery

    Your written compensation report is delivered by email within 5–7 business days.

  4. 4

    Act on it

    Use the report to adjust payroll, support your position, or share with your advisor.

Frequently asked questions

What information will I need to provide?

After purchase you will complete a secure intake covering entity type, ownership %, officer duties and hours, industry, state, revenue, prior W-2 amount, distributions, and year-to-date P&L. The more detail you provide, the stronger your deliverable.

How is this different from what my CPA already does?

Most tax preparers note your compensation at filing without producing a contemporaneous documented rationale. This product creates the written support your number needs to survive a payroll audit or IRS inquiry — before the fact, not after.

Does this replace my tax advisor?

No. This is a diagnostic report based on the information you submit. We recommend reviewing the output with your tax advisor before making payroll changes.

When will I receive my report?

Typically 5–7 business days after your completed intake is submitted.

What if my situation is more complex — multiple owners or an unusual structure?

The flat-fee report is built for single-owner S-corps. If you are multi-owner, multi-entity, or have an unusual duty split, start an intake conversation and we will scope a direct engagement for you.

What comes next

If compensation is just the first issue

Many owners who go through this process discover broader gaps — entity structure, missing governance policies, or no documented tax planning calendar. The Beyond Prepared® Tax & Finance Blueprint addresses all of it in one engagement.

Start an Intake Conversation →

Ready to document your compensation?

One flat fee, and you will have a written, defensible position in about a week.

Get the Report — $797 →

This product provides general educational information based on your submitted intake responses. It does not constitute tax, legal, or financial advice. Compensation determinations involve facts and circumstances unique to your situation — review all recommendations with a qualified advisor before making payroll changes.