S Corp Compliance & Tax Accountability Toolkit

Help your clients stay IRS-compliant and maximize S Corp tax savings with this all-in-one toolkit designed specifically for tax professionals, CPAs, and advisors. The S Corp Compliance & Tax Accountability Toolkit provides everything you need to guide S Corporation clients year-round—from compliance checklists to shareholder documents, compensation guidance, and more.

Created by The Tax Curative Institute, this toolkit goes far beyond templates. It’s a full accountability system designed to help tax pros protect their clients’ S Corp status, reduce IRS audit risk, and implement smart tax-saving strategies in every season.

What’s Included:

• S Corp Accountability Plan – full strategy plan for maintaining compliance and maximizing tax advantages
• Annual Compliance Checklist – legal and IRS tasks required each year
• Quarterly Tax Review Worksheet – structured quarterly planning with IRS touchpoints
• Shareholder Meeting Minutes Template – fulfill required corporate governance
• Reasonable Compensation Worksheet – defendable salary structure for owner-employees
• Distribution Tracker Worksheet – log distributions against shareholder basis
• Accountable Plan Template – for tax-free reimbursements (meals, mileage, home office)
• IRS Letters & Response Templates – CP2000, late Form 2553, CP261 acceptance response
• Bonus: Clean, editable Word format for customization and reuse

Who This Is For:

• Tax professionals managing S Corporation clients
• Bookkeepers offering quarterly advisory services
• EAs & CPAs preparing Form 1120-S
• Tax pros building out high-retention service packages

This is a digital, downloadable toolkit licensed for personal or client-facing use only.

You may not resell, rebrand, or redistribute these files without express written permission. A license add-on is available for curriculum creators or coaches.

Important Download Note 

Your purchase is a PDF file that contains the links for the actual files. If your download appears as a ZIP file, you must extract it before opening.

• Windows: Right-click the ZIP file and select "Extract All..."
• Mac: Simply double-click the ZIP file.
• The original PDF file will appear in a new folder, ready to use!

Can't Find Your Files?

If you don't see the access email in your primary inbox shortly after purchase, please be sure to check your spam or junk folder. Sometimes, automated delivery emails can be filtered there.

If you have any inquiries, please feel free to email our customer service at info@thecurativeresourceco.com. We will respond to all inquiries within 24-48 business hours.