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Services · S-Corp Optimization

S-Corp optimization.
Fifteen percent back. Every year.

You're paying 15.3% self-employment tax on every dollar of profit. That number doesn't have to be that high. An S-Corp election splits your income into salary and distributions — and distributions don't face SE tax. For the right business owner, that's $5,000 to $20,000 back every year. Permanently.

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IRS Enrolled Agent
15+ Years Experience
$0 Initial Consultation

How S-Corp optimization works — and when it's worth it.

Here's the mechanics: the IRS taxes 100% of a sole proprietor's net income as self-employment income. An S-Corp changes that math. You pay yourself a defensible, market-rate salary — only that amount runs through payroll taxes. The rest flows out as a distribution. Distributions are not subject to self-employment tax. That gap between your salary and your total income is where the savings live.

Example: $150,000 Net Income

As an LLC: $22,950 in SE tax, no choice. As an S-Corp with a $75,000 reasonable salary: $11,475 in payroll taxes. That's $11,475 you keep every year — without working harder, without new revenue, without risk. And that's before the accountable plan savings stack on top.

The Threshold Matters

An S-Corp makes financial sense above roughly $40,000–$50,000 in net self-employment income. Below that, administrative costs eat the savings. We run the exact numbers for your situation first — always.

15.3%
SE tax rate as an LLC or sole proprietor
$0
SE tax on S-Corp distributions above your salary
$40k+
Threshold where S-Corp typically makes financial sense
$5k–$20k
Typical annual savings for qualifying business owners

Our complete S-Corp optimization process.

Step 1

Savings Analysis

No estimates, no guesswork. We run your actual income, your state's tax rates, your payroll costs, and your reasonable salary range through a real financial model. You see the projected savings before you sign anything. If it doesn't pencil out, we tell you — and we tell you what income level changes that answer.

Step 2

Election & Setup

We file Form 2553, establish payroll, configure distributions, and set up your accountable plan — everything done correctly from day one.

Step 3

Reasonable Salary

We determine the defensible, IRS-appropriate salary for your specific role and revenue — optimized for your tax position and documented properly.

Step 4

Payroll Management

Late payroll deposits, missed quarterly 941 filings, incorrect W-2s — the IRS notices. We handle the compliance calendar so your structure stays clean, your savings stay real, and you never get a letter asking why your payroll records don't match your return.

Step 5

Accountable Plan

Your S-Corp reimburses personal business expenses tax-free — no income tax, no payroll tax. Adds $3,000–$10,000 in additional annual savings for most owners.

Ongoing

Annual Compliance

Form 1120-S preparation, quarterly estimates, and year-round advisory as your business grows and changes.

The S-Corp questions every business owner should be asking.

At lower income levels, the accounting fees and payroll costs eat the SE tax savings. The math breaks even around $40,000–$50,000 of net self-employment income — but it varies by state, structure, and what payroll costs you. We run the exact calculation before we recommend it. And we'll tell you if the answer is "not yet" — because a badly timed S-Corp election costs more than it saves.
The IRS requires S-Corp owner-employees to pay themselves a reasonable salary — what you'd pay someone else to do your job. It must be defensible and appropriately documented. We determine the right number based on your industry, revenue, and comparable compensation.
Yes. Most LLCs can elect S-Corp treatment via Form 2553. You remain an LLC legally — just changing your tax treatment. Timing matters: the election generally must be filed within 75 days of the tax year start, or by March 15 for a retroactive prior-year election in some cases.
Yes, with state-level nuances. California charges S-Corps a 1.5% franchise tax on net income (minimum $800). Hawaii has specific GET and payroll requirements. We account for state-level costs in our savings analysis for every state we serve.
An accountable plan allows your S-Corp to reimburse you for business expenses paid personally — tax-free. No income tax, no payroll tax on those reimbursements. For most S-Corp owners, this adds $3,000–$10,000 in annual tax-free income on top of the SE tax savings.

The first consultation is free. The savings are permanent.

Your first consultation is free. We'll identify exactly what applies to your situation.