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Healthcare · 4 locations, 38 staff · Entity Restructuring & Payroll
Restructured to S-Corp and saved $86K/yr in self-employment tax
A dentist scaling from one to four locations was operating as a sole-prop. We modeled reasonable comp, restructured to an S-Corp, and built a payroll workflow that paid back our fee in month two.
$86K
Annual SE-tax savings
$215K
Reasonable comp
BLS-benchmarked
<2 mo
Payback period
The challenge
- ▸Sole-prop status meant 100% of $720K profit was hit with self-employment tax.
- ▸No formal payroll for the owner — IRS audit risk for years prior.
- ▸Cash-basis bookkeeping was 6 months behind across all four locations.
Our approach
01
S-Corp election + reasonable comp study
Filed Form 2553 with late-election relief and benchmarked comp at $215K based on BLS data and regional comps.
02
Consolidated payroll on Gusto
Migrated all 38 staff plus the owner to a single payroll instance with automated 941, state UI, and W-2 production.
03
Cleaned up the prior 18 months
Reconciled bank, merchant, and lab vendor activity in QuickBooks Online. Filed amended Schedule Cs to capture missed deductions.
The outcome
- $86K/year in recurring SE-tax savings, audit-defensible.
- Books closed monthly within 10 business days.
- Owner approved for SBA expansion loan in Q3 — clean financials made underwriting trivial.
"I should have done this five years ago. The team turned a chaotic spreadsheet into a CFO-grade dashboard."
S-CorpHealthcarePayroll
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