The S-Corp Owner

Overview

Robert Martinez is an S-Corp owner taking a $150,000 salary with $450,000 in annual business profits. During the first call, the advisor runs Robert's numbers through the Tax Analyzer in real time — immediately flagging that his salary is too high. On the second call, the advisor presents the Tax Analyzer report showing that optimizing his salary from $150K to $100K would save over $12,000 in payroll taxes alone. With a full Tax Plan engagement at $10,000 (offered at $9,000 with a 10% discount), Robert is looking at a 120% ROI in the first year. This case study demonstrates the two-call sales process using the Tax Analyzer as a powerful pre-qualification and closing tool.