Business template

Should I Be an S Corporation? template.

Sole proprietors and LLC owners find out whether an S corporation election is worth analyzing.

What it produces

S Corporation Opportunity Assessment

16 questions, with the document set up and ready to review. Every response becomes a draft your team checks before anything reaches the client.

01Start from the templateOpen it in OneForm and change anything — or ask OneFormAI to.
02Share it with clientsSend the link or embed it on your site. Clients answer one question at a time.
03Review and sendOneForm drafts the s corporation opportunity assessment. You approve it and it's emailed as a branded PDF.

Questions included16

1Which best describes your business today?
2How long have you been in business?
3What best describes your involvement in the business?
4About how much annual revenue does the business generate?
5After business expenses, about how much net profit does the business have in a typical year?
6How consistent has your business profit been?
7What do you expect over the next 1–2 years?
8How many people currently own the business?
9Are there any ownership situations that may need special review?
10Do you have significant income outside this business?
11How do you feel about possible payroll and administrative requirements?
12Do you currently have employees other than yourself?
13Which planning topics would you like to discuss with a tax professional?
14What state is your business primarily based in?
15Do you regularly do business, have employees, or expect to register in other states?
16Where should we send your S Corporation Opportunity Assessment?

A short quiz for business owners that becomes a personalized report of tax-saving opportunities.

Business owners describe their business, books, payroll and upcoming changes, and get tax-planning conversation starters.

For existing S corporations: reasonable compensation, payroll, basis, compliance and planning gaps.

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