FCF Reasonable Comp — S-Corp Workpaper

Client (shared)

Clients are stored in this browser under fcf-shared-clients and are available to the Tax Strategy Planner.

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Client / taxpayer name

Entity type

Client notes

Tax year

Officer name

Officer role / title

Hours / week (approx.)

Hours / year (approx.)

Gross revenue / receipts ($)

Net profit before officer pay ($)

Shareholder distributions ($)

Business description

Officer duties & responsibilities

Enter your estimate under each approach and edit the narrative. These are advisor judgment fields — not automated valuations.

What would it cost to hire someone else to perform the same services?

Estimate ($)

Narrative

What do comparable officers / roles earn in the market?

Estimate ($)

Narrative

How does compensation relate to profits, capital, and returns to shareholders?

Estimate ($)

Narrative

Facts & circumstances (full narrative)

Concluded reasonable compensation ($)

Wages actually paid / planned ($)

Conclusion notes

Preparer

Workpaper date

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