Smart tax strategy starts long before filing
Are You Overpaying Taxes?Probably.
CPAs file what they're given. Perpetual Wealth helps you uncover tax-saving strategies in advance, so you can ask better questions and keep more of what you earn.
Return Analysis
Identify missed savings opportunities
S-Corp Optimizer
Salary vs. distribution
Hire Your Kids
Done right, not sketchy
Retirement Stack
Build tax-advantaged retirement layers
S-Corp Optimizer
Salary vs. Distribution Split
Annual Business Revenue
$450,000
Salary (Taxed)
$180,000
Distribution
$270,000
Estimated Annual Savings
$0
Tax Reduction
Return Analysis
Missed savings opportunities identified:
Solomon AI
Recommendation
💡 Optimal Split: $120K salary keeps you audit-safe while maximizing distribution benefits.
Spot The Money You're Leaving Behind
Most people don't read their tax returns, they just sign them. Our AI scans your return, identifies missed deductions, and flags optimization opportunities specific to your income profile.
- ✓Automatic deduction gap analysis
- ✓Entity structure recommendations
- ✓Year-over-year comparison insights
Perpetual Wealth provides educational insights based on user-provided information. It does not prepare, file, or modify tax returns.
Return Scanner
Finding hidden money
2025 Tax Return Analysis
Money You're Leaving Behind
Entity Structure
+$18,437
Home Office
+$2,850
Vehicle Strategy
+$1,240
Retirement Stack
+$12,600
Total Hidden Savings
$0
Solomon AI
Analysis Complete
⚠️ Alert: Your return has 4 optimization opportunities worth $35,127/year.
The Right Split. Maximum Savings.
The IRS requires S-Corp owners to pay themselves a 'reasonable salary.' But how much is enough? Too high and you're wasting money. Too low and you're asking for an audit. Find your sweet spot.
- ✓Real-time payroll tax calculation
- ✓Industry-based salary benchmarks
- ✓Audit-safe recommendations
How Much Could S-Corp Save You?
Estimated Annual Tax Savings
$8,054
per year
Suggested Salary
$93,000
Distributions (No SE Tax)
$57,000
This is a simplified estimate based on avoiding self-employment tax on distributions.
Shift Income. Build Wealth. Legally.
Paying your kids or spouse for legitimate work shifts income to lower tax brackets. When done correctly, it's one of the most powerful tax moves for business owners.
- ✓Age-appropriate job guidelines
- ✓Documentation templates
- ✓Roth IRA contribution strategies
2
Children Eligible
$12,950
Annual Shift
Stop guessing.
Start optimizing.
The Solomon AI concierge analyzes your complete financial picture and delivers a personalized tax strategy, no generic advice, no guesswork.
Educational purposes only. Not tax or legal advice.