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For CPAs & Tax Pros

Give your S-corp clients the reasonable comp documentation they need — without becoming a specialist.

BLS wage data. IRS-recognized methodology. Full documentation. Send your client a questionnaire or fill it out yourself. Your brand on every page.

Sample report executive summary showing compensation breakdown by Ocean Tax Advisors
BLS.gov
Federal wage data
7,000+
Job titles
400+
Metro areas
IRS
Recognized methodology

Clients see your expertise, not our software.

Upload your logo and accent colors once. Every report is automatically branded — so the deliverable looks like it came from your firm, not a vendor.

Clients perceive you as the expert behind the analysis
Branded deliverables justify premium advisory fees
Clients associate the value with your firm, keeping them loyal

Available on Professional and Firm plans.

White-labeled report cover page showing custom logo, colors, and firm name
Cost Approach Detail
Report page showing task-by-task salary breakdown

Every number traces to a published source.

Full PDF with task-by-task breakdown, BLS source citations, methodology documentation, and a board resolution template. No proprietary databases. No black boxes.

Each task priced independently using BLS data for the client’s metro area
SOC code, data year, geographic area, and percentile cited for every figure
All three IRS-recognized approaches — Cost, Market, and Income (Independent Investor Test) — available exclusively to CPA accounts

Documentation protects everyone.

When the IRS questions an S-corp salary, they want to see how the number was determined. A documented report with sourced data protects your client from reclassification — and protects you from preparer penalties under IRC §6694.

$5K
Preparer penalty per client

IRC §6694

$25B
Unreported S-corp comp

TIGTA 2021-30-042

100%
Distributions at risk

Without documentation

Questions from tax pros

All wage data comes from the Bureau of Labor Statistics Occupational Employment and Wage Statistics program. We use data at the metropolitan area level. No proprietary databases, no unverifiable adjustments.

Read the full methodology →

Yes. Create a report, generate a questionnaire link, and send it to your client by email. They fill it out on their own (takes 10-15 minutes), and you review their answers before generating the report.

Yes. The CPA dashboard lists all your clients with their report history and questionnaire status. You can start a new report or resend a questionnaire from the same place.

Yes. Professional and Firm plans include white-label branding. Upload your logo and accent colors once, and every client report is automatically branded with your firm's identity.

You absolutely could. But with annual plans, the time savings alone make it worthwhile. The report handles the BLS data lookup, geographic fallback logic, wage adjustments, and methodology documentation. You review the inputs and deliver the report. Your clients get a documented PDF; you skip the manual data work.

BLS covers 860+ detailed occupations. The Cost Approach (Many Hats method) decomposes the owner's role into individual tasks, so even unusual businesses are covered by the combination of tasks the owner actually performs.

Generate your first client report.

Takes about 10 minutes.

Annual plans from $50/report. View pricing