Good morning, John.
Here is your TaxBooksCFO engagement overview.
Active Engagements
3
Bookkeeping · Tax · CFO
Documents Ready
7
2 require your signature
Next Meeting
May 14
CFO Strategy Review · 7 PM
Open Messages
2
From your advisory team
Recent Activity
Q1 2026 Books Reconciled
Bookkeeping · Jan–Mar 2026 complete
Today
Tax Return Review Ready
2025 Form 1120S — awaiting signature
May 3
CFO Report Delivered
April cash flow analysis uploaded
May 1
Message from Your Advisor
Re: S-Corp salary review for 2026
Apr 28
Active Engagements
| Service | Status |
|---|---|
| Monthly Bookkeeping | Active |
| Tax Preparation 2025 | In Review |
| Fractional CFO | Active |
Recent Documents
April 2026 — Cash Flow Analysis
Download
2025 Form 1120S — Review Draft
Sign Now
Q1 2026 Financial Statements
Download
New Service Request
Select a service and provide details. Your advisor will confirm within one business day.
Bookkeeping & Write-Up
Monthly bookkeeping, reconciliation, financial statements, catch-up work.
Tax Preparation & Planning
Individual, business, trust and estate returns. Tax planning and IRS notices.
Fractional CFO Services
Cash flow forecasting, KPI dashboards, financial modeling, strategic advisory.
M&A Advisory & QoE
Quality of Earnings, financial due diligence, deal structuring, exit preparation.
IRS Representation
Audit representation, CP2000 responses, appeals, collections, FICA refund claims.
Payroll & Compliance
Payroll processing, W-2/1099 filing, sales tax and entity compliance.
My Engagements
| Service | Start Date | Last Update | Status |
|---|---|---|---|
| Monthly Bookkeeping — QBO | Jan 2026 | May 3, 2026 | Active |
| 2025 Tax Return — 1120S | Feb 2026 | May 3, 2026 | In Review |
| Fractional CFO — Monthly | Mar 2026 | May 1, 2026 | Active |
| IRS CP2000 Response | Mar 2026 | Apr 22, 2026 | Complete |
| 2024 Tax Return — 1040 | Jan 2026 | Apr 15, 2026 | Complete |
Messages
Conversations
Today
Advisory Team
Re: S-Corp salary review for 2026...
May 1
Tax Division
Your 1120S draft is ready for review...
Apr 22
EA Division
IRS matter resolved. Full response filed...
AT
Advisory Team — TaxBooksCFO
● Online
Good morning. Following up on our conversation about your S-Corp salary structure for 2026. Based on your projected net income of $320,000, we recommend setting your W-2 salary at $85,000–$95,000 to optimize your SE tax position.
I have prepared a comparison model showing the tax impact at three salary levels. Would you like me to schedule a 20-minute call to walk through it, or would you prefer I upload the analysis to your document vault?
Please upload it to the vault. I will review before our May 14 call and we can discuss then.
Document Vault
Tax Documents
2025 Form 1120S — Review Draft
Sign Now
2024 Form 1040 — Filed
Download
IRS CP2000 Response — Filed
Download
CFO Reports
April 2026 — Cash Flow Analysis
Download
March 2026 — Management Dashboard
Download
Q1 2026 Financial Statements
Download
Profile & Settings
Personal Information
Notification Preferences