Add the right sector evidence

Practice: ask for partner-level funding, employee costs, legal coordination and a retirement-administration dependency map where relevant. Defined benefit funding can create obligations that a simple savings slide omits; use an actuary’s model rather than guessing. US Code — Section 430: Minimum funding standards

Contractor: ask for contract-method experience, liquidity scenarios, equipment timing and lender/surety awareness. A provider’s construction page or case may identify relevant services, but request the actual team and comparable evidence. Grassi’s construction scope is an example of discovery evidence, not proof that a specific engagement will deliver. Grassi — Construction accounting services

Agency: ask for owner-payroll, location and ownership-change competence. Evaluate the reasoning rather than accepting an S corporation salary formula; the IRS’s compensation factors provide a reference for the discussion. IRS — S corporation compensation and medical insurance issues