Maximize your S-Corp tax savings with specialized expertise you can trust
S-Corporation taxation offers significant opportunities for liability protection, ease of raising capital, state-level considerations and tax savings, but only when structured and managed correctly. With over 25 years of specialized S-Corp experience, Matthew L. Ward, CPA helps business owners throughout Jeffersontown and Kentucky optimize their S-Corp strategy while maintaining full IRS compliance.
Whether you’re looking for more proactive planning, better compliance support, or simply want to ensure you’re getting maximum value from your S-Corp structure, our specialized approach delivers results you can measure.
Our S-Corporation Expertise
Advanced S-Corp Tax Preparation
Comprehensive return preparation with strategic salary vs. distribution optimization, multi-state compliance, and detailed planning recommendations for the following year.
Reasonable Compensation Analysis
Industry-specific compensation studies using IRS guidelines to determine optimal salary levels that maximize tax savings while ensuring full compliance.
Year-Round
Strategic Planning
Quarterly planning and year-end planning for estimated payments, distribution timing, major business decisions, and tax law changes that affect your S-Corp structure.
Multi-Owner S-Corp Management
Advanced expertise in the complex tax rules governing S-Corporations, including pass-through income, basis tracking, distributions, and comprehensive shareholder tax reporting.
Compliance
& Documentation
Comprehensive compliance monitoring, deadline management, and proper return preparation from your W-2s, 1099s, K-1s, and other tax documents to maintain your S-Corp status and maximize tax savings.
IRS Representation
& Defense
Audit representation with specialized knowledge of S-Corp examination procedures and reasonable compensation defense strategies.
Schedule Consultation
How Our S-Corp Approach Compares
| Service Area | Bluegrass Professional Associates | Typical CPA Firm | Online/Software Solutions |
|---|---|---|---|
| S-Corp Expertise | 25+ years specialized experience | General tax knowledge | Basic compliance only |
| Reasonable Compensation | Industry-specific analysis with documentation | Generic salary recommendations | No guidance provided |
| Year-Round Planning | Quarterly advisory sessions | Tax season only | No ongoing support |
| Multi-State Compliance | Multi-state expertise | May refer out complex cases | Limited state coverage |
| Audit Support | Two hours of free representation available for most clients | Additional fees apply | No audit protection |
| Expert CPA Preparation | Matthew L. Ward, CPA prepares your returns | Hands off return prep to junior staff | No expert oversight |
| Documentation Standards | Professional preparation from provided records | Varies by firm | Minimal documentation |
S-Corp Optimization Process
Comprehensive S-Corp Review
We analyze your current structure, compensation strategy, and compliance status to identify optimization opportunities and ensure you're maximizing available tax benefits.
Strategic Recommendations
Based on our analysis, we provide specific recommendations for salary optimization, distribution planning, and structural improvements that could enhance your tax savings.
Implementation & Compliance
We handle all technical implementation, documentation, and ongoing compliance requirements to ensure your optimized strategy is properly executed and maintained.
Ongoing Monitoring & Adjustment
Quarterly reviews and annual strategy updates keep your S-Corp structure aligned with your business growth, income changes, and evolving tax laws.
S-Corp Tax Savings Opportunities
Payroll Tax Optimization
Properly structured salary and distribution planning, aligned with IRS guidelines, can lead to significant tax efficiency without compromising compliance.
Retirement Plan Advantages
S-Corp owners have unique efficient opportunities for tax-advantaged retirement contributions that can significantly reduce current-year tax liability.
Expense Optimization
Multi-State Efficiency
For S-Corps operating across state lines, proper planning can minimize overall state tax burden and avoid costly compliance mistakes.
Why S-Corp Owners Choose Our Services
Specialized Knowledge That Delivers Results
Deep expertise in S-Corporation taxation means we identify opportunities and avoid pitfalls that generalist CPAs often miss.
Proactive Planning Approach
We don't just file returns, we actively plan strategies throughout the year to optimize your tax situation and business decisions.
Direct CPA Oversight & Preparation
Every return is personally prepared and reviewed by Matthew L. Ward, CPA—from start to finish. While support staff assist with document formatting and data import, Matt starts at the top and works through the entire return himself, ensuring full accuracy, compliance, and tax planning integration. Nothing is rubber-stamped, and no return is signed without his direct involvement.
Comprehensive Compliance Support
From deadlines to documentation, we handle all aspects of S-Corp compliance so you can focus on running your business.
Transparent, Value-Based Pricing
Clear pricing for comprehensive S-Corp services, typically $2,000-$3,000 annually for full tax preparation and advisory support.
Frequently Asked questions
What makes your S-Corp service different?
How do you determine the right salary for S-Corp owners?
Do you provide support throughout the year?
Can you help with multi-state S-Corp compliance?
What if I need to make changes to my S-Corp structure?
Do you provide audit support?
Get Your Free S-Corp Strategy Analysis
Your complimentary analysis includes:
- Current compensation strategy review
- Tax savings opportunity identification
- Compliance risk assessment
- Strategic recommendations for optimization
Bluegrass Professional Associates 2302 Hurstbourne Village Dr Suite 300, Louisville, KY 40299
Phone: (502) 456-4513
Email: office@bpa.tax
Ready to optimize your S-Corp tax strategy? Contact us today to schedule your complimentary analysis.
Serving S-Corporation owners throughout Jeffersontown, Louisville Metro, and Kentucky.