10/23/2026
Running an S Corp? Filing your tax return is just one piece of the puzzle. 🧩
One issue we see often is a surprise “loan to shareholder” balance on the books. It can sneak up on business owners for all kinds of reasons:
🔹 Distributions that weren’t recorded correctly
🔹 Missing documentation
🔹 Accounting changes between tax years
🔹 Shareholder basis that isn’t being tracked
This doesn’t mean anyone did something wrong. You’re busy running your business, not tracking complex tax rules! The good news? With the right review and planning, these issues can usually be spotted and fixed before they turn into costly problems. 🙌
At Harper & Co CPAs Plus, we look at the bigger picture: your financial statements, business structure, tax strategy and future goals.
👉 Ready for a proactive approach to your S Corp? Schedule a consultation: https://bit.ly/4a1nptr
📞 Or call us at 614-456-7222