MC
Marcus Chen
CHEN CONSULTING GROUP · S-CORP
● Active
Premium Tier
M3 → M4
$74K
Total Savings
4
Strategies
Client Journey
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✓
TAM
Dec 1
✓
TAQ
Dec 5
✓
TAD
Dec 10
4
TPD
Dec 18
5
TPI
Pending
Tax Impact Analysis
Without Strategies
$175,000
With Strategies
$101,000
▼ $74,000 Saved
Augusta Rule
IRC §280A
$18,000
Hiring Children
IRC §162
$24,000
Solo 401(k)
IRC §401(k)
$22,000
QBI Deduction
IRC §199A
$10,000
Client Information
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Filing Status
MFJ
Entity Type
S-Corp
Gross Revenue
$950,000
Net Profit
$750,000
W-2 Wages
$120,000
State
Florida
Children
2 (Ages 12, 15)
Home Value
$1.2M
Recent Activity
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TAD deck generated
Today at 9:41 AM
AuditArmor™ scan passed
Dec 10 at 2:15 PM
2023 tax return uploaded
Dec 5 at 11:30 AM
TAM fee paid — $2,500
Dec 1 at 3:45 PM
Documents
Upload →
2023_Tax_Return.pdf
S-Corp_Operating_Agreement.pdf
Q3_Profit_Loss.xlsx
TAD_Presentation_Chen.pdf