AI Entity Selection Tool for CPAs – Make Informed Business Decisions for Clients
Schedule C, LLC, S-Corp, or C-Corp — the right entity choice can save your client tens of thousands in taxes. CPA Pilot compares all structures with quantified tax impact so you can give confident, data-backed recommendations.
Covers LLC, S-Corp, C-Corp & Schedule C · Tax savings quantified · Client-ready output
From client financials to entity recommendation
Comprehensive analysis that would normally take hours — delivered in minutes with a clear, defensible recommendation.
Input Client's Business Situation and Financials
Enter the client's net profit, filing status, state of operation, whether they want to retain earnings, their goals for the business, and any other relevant factors. No complex spreadsheets required.
AI Compares All Entity Structures
CPA Pilot models the tax impact of each entity type — self-employment taxes under Schedule C/LLC, S-Corp reasonable compensation requirements, C-Corp double-taxation considerations — and quantifies the difference.
Get a Structured Analysis with Tax Impact
Receive a side-by-side comparison showing estimated tax liability under each structure, key non-tax factors (complexity, liability, investor readiness), and a clear recommendation with supporting rationale.
Give clients the entity advice they deserve
Comprehensive Entity Comparison
Don't just consider SE tax savings. CPA Pilot evaluates each entity on total tax burden, administrative complexity, state tax implications, liability protection, ownership flexibility, and exit planning considerations — covering every angle your client needs.
Tax Savings Quantified
Vague advice doesn't win clients over. Show your business client exactly what they'd save under an S-Corp election vs. their current Schedule C — down to the dollar, factoring in payroll, reasonable compensation, and net SE tax reduction.
Supports All Four Entity Types
Schedule C (sole proprietor), single-member LLC, multi-member LLC, S-Corp election, and C-Corp — CPA Pilot models all of them so you're not manually building spreadsheets for each comparison.
Client-Ready Analysis Report
The output isn't just for you — it's formatted so you can share it directly with your client. Clear language, visual comparison tables, and a summary recommendation they can understand and act on.
When your clients need entity guidance
New Business Formation
When a client starts a new business, the entity decision sets the foundation for years of tax outcomes. CPA Pilot helps you give a data-backed recommendation from day one — rather than defaulting to LLC without analysis.
Entity Conversion Analysis
A sole proprietor hitting $80K+ in net profit likely needs to consider an S-Corp election. CPA Pilot models the before-and-after tax impact of conversion, including payroll setup costs, to confirm whether the switch makes financial sense.
Annual Entity Review for Growing Clients
A client who was fine as an LLC at $60K may need to reconsider at $200K. Annual entity reviews using CPA Pilot ensure you're proactively surfacing tax savings opportunities as your clients' businesses grow.
A sample entity comparison analysis
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Give every business client the entity analysis they deserve
Model LLC, S-Corp, C-Corp, and Schedule C side-by-side with quantified tax savings.
Start Entity Selection for Your Client