Salary, basis, and distributions — modeled together.
The workspace for CPAs and EAs handling S-Corp clients.
Exhibitor at NAEA Tax Summit 2026
Distribution binds
$26K headroom left
3 scenarios saved
Compare side-by-side
Basis cascade · Tax year 2026
Headroom left
$26,250
Ownership
35%
of 100% cap table
Scenarios
3 saved · Compare
What's in the workspace
Six modules. One workspace.
Marcus Reyes
Basis tracking
§1366/§1367 ordered per shareholder.
Conservative
Salary 120K
$58K
capacity
Base
Salary 95K
$26K
capacity
Aggressive
Salary 75K
−$12K
over
Scenario compare
Three cascades, one view.
P&L · monthly · 2026
P&L forecast
Monthly grid · cash bridge.
The connected model
Adjust one input. The model recalculates.
Officer salary
ModelingDrag the slider — or watch the demo loop. The three bars on the right update in real time.
Marcus Reyes — basis impact
Distribution capacity healthyLower the salary → K-1 rises → basis grows → bigger distribution available. Raise it → constraint tightens. Same model. Three views.
Six modules at a glance.
Basis tracking
§1366/§1367-ordered per shareholder.
Scenario compare
Three cascades, one view.
P&L forecast
Monthly grid with cash bridge.
Form 7203 import
Upload PDF — cascade seeds.
Distribution + cap-table
100% enforced. No silent drift.
Reasonable comp
IRC §162 + BLS OEWS.
The deliverable
Client-ready report.
Every analysis produces a 24-page audit-ready PDF — methodology, BLS wage benchmarks, role allocation, risk factors, and IRC §162 references.
