Tax deadlines, elections, and payroll docs without founder panic.
A tax calendar and document hub for Atlas-style founders who need to understand entity treatment, election deadlines, contractor forms, and payroll setup before small misses become expensive.
Annual Tax Calendar
Key filing windows for C-Corp founders, shown in calendar order.
Entity & Election
Choose and document how the IRS should treat the company.
C-Corp Tax Treatment Memo
Plain-English guide to corporate tax, founder payroll, retained earnings, stock grants, and double-taxation basics.
Cash vs. Accrual Method Guide
Founder-ready worksheet for choosing an accounting method and knowing when accrual treatment may be required.
EIN + IRS Account Setup Packet
Checklist for EIN records, responsible party details, IRS notices, EFTPS setup, and secure document storage.
Founder 83(b) Tax Filing Packet
IRS Form 15620 packet, 30-day deadline tracker, employer copy, spouse consent, and proof-of-mailing/e-file evidence for restricted founder stock.
QSBS / Section 1202 Eligibility Memo
Pre-financing review of C-Corp stock issuance, qualified business activity, gross asset limits, and investor diligence evidence.
409A Valuation Readiness Pack
Organize option plan, board approvals, cap table, and valuation provider handoff before issuing employee options.
Foreign Founder U.S. Tax Setup
ITIN/SSN, W-8BEN/W-9 routing, 83(b) notes, treaty prompts, entity classification, and founder compensation checklist.
Annual Tax Calendar
Deadline-driven filings founders cannot afford to miss.
1099-NEC Contractor Filing
Prepare recipient list, TIN validation, nonemployee compensation totals, and filing instructions.
Corporate Tax Return Readiness
Organize revenue, expenses, payroll, equity events, deductions, and extension needs for Form 1120.
State Franchise Tax Planner
Track state franchise tax, annual report, registered agent, and foreign qualification obligations.
Delaware Franchise Tax Optimizer
Compare authorized shares vs. assumed par value method, annual report evidence, and March 1 Delaware deadline readiness.
State Foreign Qualification Review
Check whether a Delaware company operating in CA, NY, TX, or another state must register, appoint an agent, or pay state fees.
Estimated Quarterly Payment Calendar
Founder checklist for federal and state estimated payments, safe harbors, and reminder dates.
Sales Tax Nexus Check
State-by-state SaaS and ecommerce exposure screen for economic nexus thresholds, registration timing, and marketplace rules.
R&D Tax Credit Prep Pack
Qualified research activity memo, payroll offset checklist, engineering documentation tracker, and CPA handoff packet.
Founder Reimbursement / Accountable Plan
Policy and approval packet for reimbursing pre-incorporation expenses, home office, travel, software, and equipment.
Investor Diligence Tax Folder
Assemble tax returns, extensions, franchise tax proof, 83(b), payroll, 1099s, equity docs, and Delaware good-standing evidence.
Conditional BOI / CTA Check
Screens domestic-company exemption status and flags foreign reporting company BOI deadlines under current FinCEN rules.
Tax Extension Decision Memo
Decide whether to extend, what still must be paid, and what documents the CPA needs next.
IRS First-Time Penalty Abatement Waiver
Administrative waiver request packet for founders with a clean three-year compliance history seeking relief from failure-to-file, failure-to-pay, or failure-to-deposit penalties.
Year-End Books Close Checklist
Close revenue, expenses, bank reconciliations, equity activity, and tax document requests before year end.
Contractor & Payroll Docs
Templates and checklists for hiring without surprise penalties.
W-9 Collection Template
Email template and tracker for collecting W-9s before paying contractors or vendors.
1099-NEC Preparation Checklist
Map payments, thresholds, contractor addresses, TINs, filing method, and delivery workflow.
Offer-of-Employment Tax Disclosures
Explain withholding, equity tax treatment, relocation tax notes, and payroll setup to new hires.
Payroll Setup Guide
Guide to withholding accounts, payroll provider setup, founder salary, benefits, and state registrations.
Contractor vs. Employee Review
Risk checklist for control, equipment, exclusivity, pay structure, and state worker-classification rules.
Contractor 1099 Compliance Workflow
End-to-end W-9, payment threshold, TIN, 1099-NEC filing, recipient furnishing, and Jan 31 deadline workflow.
Payroll Tax Deposit Calendar
EFTPS setup, federal and state withholding schedule, monthly/semiweekly deposit prompts, and first payroll readiness.