Scorpio Tax Management
IRS-licensed to advise taxpayers in all 50 states
Proactive TAX ADVISOR for S-Corps and LLCs
Tax Strategy & Return Prep for Business Owners
Our tax practice specializes in S-Corporations & LLCs, and high-income Individuals.
We can help your business and family with most tax & IRS situations.
Nationwide | Serving All 50 States
We work with you remotely — offering an efficient and reliable relationship.
You can call or write us right now, we are extremely responsive.
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Tax Preparation & Filing, Accuracy Review
We specialize in tax returns and strategy for S-Corporations & LLCs, often involving high-income situations. We also review your IRS transcripts to confirm good status. We won’t leave any tax questions unanswered.
Phone: (858) 779-4125
Email: Tax@S-CorpTax.com
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Proactive Tax Planning, Personal and Business
Tax liability is not reduced during the annual return period: Tax is mostly saved by optimizing throughout the year, applying state and federal tax rules with foresight. Especially the S-Corporation offers great tax advantages.
Call or email us now to talk Tax Strategy!
We can usually discuss right away. -
IRS Problem Solving, Audits and Tax Debt
As IRS-licensed Enrolled Agents, we are authorized to represent taxpayers in all 50 states before the IRS. If you or your business owes money to the IRS or a state tax authority, we can help you and represent you.
Call or email us, there’s no cost to talk.
We reply to all emails within an hour.
There is currently a major shortage in tax specialists in the United States. Many good tax firms are declining to take new clients… or are only doing so at crazy rates.
Business owners have difficulties finding a responsive tax preparer that they can trust, after they realize that their current tax professionals aren’t reliably responsive, don’t think ahead with tax savings in mind, and treat each client like a number, usually with many tax questions unanswered. Communication quality is at a low. Clients are handed over from person to person, no one ever responsible nor reachable.
Scorpio Tax Management offers a caring service that avoids all of the above problems. We have a simple document upload approach, without complicated logins and software, we reply to every open tax question by the next business day, we pick up the phone, and we put a solid annual process into place that allows for us to have happy long-term relationships.
Reach out to us now: We are open for new clients.
All-Year Support of Your Tax Obligations:
Active Management of All IRS & State Tax Filing Requirements
Quarterly Tax Burden Optimization and Planning
S-Corporation Election Planning and Implementation
Efficient Return Preparation and Review of Forms 1120S & 1040
Transparent Annual Flatrate Pricing… set ahead of each Tax Year
One Competent Tax Specialist works with each Client
We Specialize in S-Corporation & LLC Taxation, and High Earners
We’re Currently Open to Taking Business and Individual Clients
S-Corporation Tax Reduction Strategies and Compliance
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We take new clients who have high income, or are business owners; with their main business entity in S-Corp status, or registered as LLC taxable as S-Corp.
We take an integrated approach of the business taxation along with the tax obligations of the business owner, and handle all return filings.
We are available to speak any weekday, via phone or Zoom. Our offices are located in California, and we conduct all work and client communication remotely, for best efficiently. Has your past tax advisor ghosted and ignored you? Won’t happen here!
Please tell us about your situation and location… we alert you immediately in case we cannot assist you in your state, or with your specific issue.
We can assist business owners in all the following cities:
San Francisco, Marin County, Silicon Valley, and the whole East Bay
Paso Robles, Atascadero and all other parts of the Central Coast
Santa Barbara, Buellton, Santa Ynez, Montecito, Ventura, Oxnard
Los Angeles, Malibu, Santa Monica, Beverly Hills, Hollywood, South Bay
Orange County, Anaheim, Huntington Beach, Newport Beach, Irvine
San Diego, Del Mar, La Jolla, Rancho Santa Fe, Encinitas, Oceanside
Palm Springs, Palm Desert and all other parts of Coachella Valley
Las Vegas, with Henderson and all other regions of Nevada
Dallas, Austin, San Antonio, Houston, and all other cities in Texas
Miami, Orlando, Tampa Bay, Palm Beach, Sarasota … all of Florida
As Enrolled Agents, we are licensed to help taxpayers in all 50 states.
Overview: All Our Tax Preparation, Tax Planning & Advisory Services
Tax Compliance & Filings
Individual Tax Preparation: Comprehensive tax filing for individuals, ensuring all deductions and credits are captured.
Business Tax Preparation: Specialized tax services for S-Corps, C-Corps, Partnerships, and LLCs.
Quarterly Touch-Points: Year-round tax process optimization, with checklist calendar and estimated payment projections.
Tax Concierge Support: Speed-dial access to tax advice, to discuss any tax topic anytime during the calendar year.
International Tax Services: Guidance on FATCA, FBAR, and cross-border tax obligations for expats and global businesses.
Tax Planning & Strategy
S-Corp Election: Timing strategy for growing businesses formed or to be formed as LLCs and C-Corps. Salary and distribution planning.
Applying Best Practices for the S-Corporation or LLC: Retirement plans, involvement of family, Augusta rule, accountable plan, and more
Tax Strategy & Planning: Proactive year-round strategies to minimize tax liabilities and maximize wealth retention.
Ongoing Tax Management and Advisory Support: Monthly calendar of administrative tax tasks, including estimated taxes and reporting.
Annual Tax Reduction and Deferral Analysis to implement before year-end, in light of expected future income tax brackets.
R&D Tax Credits: Identifying and claiming federal and state credits for qualifying research activities.
PTE Elective Tax Strategy: A big tax benefit specifically for owners of S-Corps.
Residency & Nexus Planning: For clients moving between states to avoid dual-state taxation.
S-Corp Salary & Reasonable Compensation: Using data to justify owner-employee salaries to the IRS—a critical service for any S-Corp owner.
Cost Segregation Studies: Partnering with engineers to accelerate depreciation on commercial real estate (or residential rentals).
Wealth & Investment Services
Family Office Support: Bill-paying, household payroll, and foundation administration for high-net-worth individuals.
Financial Strategy & Wealth Planning: Our CFA-managed Financial Strategy practice helps you make good long-term decisions.
Investment Tax Integration: Tax optimization of specific investments, with annual tax-loss harvesting. Long-term income, asset and liability planning
High-Net-Worth Accounting: Tailored financial management for individuals with complex asset portfolios.
Estate & Trust Planning: Strategic planning to preserve legacies and ensure tax-efficient transfer of wealth to heirs.
Retirement Planning Support: Coordination of tax strategies with retirement goals for long-term financial security.
Gift Tax Compliance: Proactive management of the annual exclusion and preparation of Form 709 for significant wealth transfers.
Succession Planning: Developing exit strategies for business owners to ensure a smooth transition of leadership.
Philanthropic Advisory: Guidance on charitable lead trusts, foundations, and tax-efficient giving.
Tax Problem Solving
IRS & State Representation: Professional support and defense during audits or disputes with taxing authorities.
Offer in Compromise (OIC) & Debt Settlement: Negotiating with the IRS for clients who cannot pay their full tax debt.
Innocent Spouse Relief: Representing individuals seeking relief from a spouse's tax liabilities.
Penalty Abatement Requests: Using "Reasonable Cause" arguments to get IRS penalties removed.
State & Local Tax (SALT) Nexus Analysis: Helping remote-work businesses determine if they have triggered "tax presence" in other states.
Accounting Operations
Bookkeeping & Accounting: Full-cycle bookkeeping, creating Income Statement, Balance Sheet, Depreciating Assets, ready for tax season.
Payroll Administration: Seamless payroll processing, including tax withholdings and quarterly filings, 1099s and W-2s.
Fractional CFO Services: High-level financial strategy, budgeting, and forecasting without the cost of a full-time executive.
QuickBooks Training & Support: Professional setup and ongoing assistance for internal accounting teams.
Business Advisory
Entity Selection & Formation: Expert advice on choosing the right business structure for tax advantages.
Cash Flow Management: Analysis and optimization of business liquidity to ensure operational stability.
Equity Compensation & Executive Compensation Planning: RSUs, QSBS, ISOs, NSOs, Deferred Compensation Structures
Corporate Governance, Service on Board of Directors: Contributing and leading your finance committee on the board.
Transaction Support
M&A Advisory: Getting the company ready for sale, identifying ideal aquirer groups
M&A Due Diligence: Comprehensive financial review and risk assessment for business acquisitions and sales.
Business Valuation: Accurate determination of a company's economic value for legal or transactional purposes.
Forensic Accounting: Investigative accounting to uncover financial discrepancies or support litigation.
Special Tax Essays for S-Corporations:
Entity and Tax Status Choice
Tax Savings through LLC Formation
When and Why to Make the S-Corp Election
S-Corporation Set Up and Best Practices
Main Tax Rules for S-Corps
S‑Corporation Practical Guide for Owners
Bookkeeping Guide for S Corporations
S-Corp Bookkeeping: Personal Expenses vs Business Expenses
Common Filing Mistakes for S-Corps
Correctly Filing the Balance Sheet Section of an S-Corp Return
Online Accounts for S‑Corporation Owners
S‑Corporation Tax Return Prep: Self-Filing
S‑Corp Recordkeeping
Passive Activity Rules for S-Corps
Pass-Through Taxation of S-Corp Income
S-Corporation Tax Strategy
Our Service Package for S-Corporation Owners
How Much can an S-Corp Really Save in Tax?
S Corporation Tax Optimization
Audit-Ready S-Corp Tax Strategies
Expense Management for S-Corporations
Using an Accountable Plan for Expense Reimbursement
Deducting Health Insurance Premiums in an S-Corp
Deductible S-Corporation Expenses
Maximizing Year-end Deductions in an S-Corp
Deductible Fringe Benefits for S-Corp Owners
Office Fringe Benefits for S-Corporations
Deducting Travel Expenses in an S-Corporation
Home Office Deduction for S-Corp Owners: Renting vs Owning
Vehicle Use for S-Corp Owners: How to Deduct
Year-End Expense & Deduction Timing
Retirement Plans for S-Corp Owners
Tax-Effective Retirement Plan Setup for S-Corp Owners
Comparing Roth 401k and Traditional 401k
S-Corp Retirement Planning Options
Special Deductions and Credits in the S-Corporation
Using the 20% QBI Deduction in an S-Corp
Payroll Tax and QBI Deduction Trade-Off
Research (“R&D”) Tax Credit
Employing Children in an S Corp to Save Tax
Owner Compensation in S-Corporations
Order a ‘Reasonable Compensation’ Report
Reasonable Compensation: Setting S-Corp Salary under IRS Rules
S‑Corp Salary, Distributions, Draws, and Basis
S‑Corp Owner Payroll Processing
Shareholder Basis in the S-Corporation
Shareholder Basis and Debt Basis in S-Corp
S‑Corporation Owner Basis
S-Corp Business Exit
Tax Implications for Business Acquisitions
Tax Treatment of Business Asset Sale
Selling or Closing an S-Corporation
Comparing ING Trusts
Tax in Stock Sale vs Assets Sale
The 1202 QSBS Exclusion for S-Corps
NING Trust: The Nevada Incomplete‑Gift, Non‑Grantor Trust
State Tax Issues for S-Corp Owners
Multi-State Filings for S-Corps
PTE Elective Tax and SALT Cap Strategy
Where to Form: Home State vs Delaware, Nevada, Wyoming
S-Corp Fees State by State
Selecting a State for S-Corp Formation
California S-Corporations
Delaware S‑Corporations
Florida S-Corporations
Nevada S-Corporations
New York City S‑Corporations
South Dakota S-Corporations
Tennessee S‑Corporations
Texas S-Corporations
Washington S-Corporations
Wyoming S-Corporations
Topics for California Taxpayers and S-Corp Owners
Filing Payroll Tax Returns for California S-Corporations
California SDI Opt‑Out for S‑Corp Sole Shareholders
Annual Checklist for S-Corp Tax Return Filings in California
Tax Loss Harvesting for Business Owners in California
Calculating Basis for California S-Corporations
Avoiding California Taxation for S-Corp Owners
Special Tax Essays for Individuals:
Checklists for Taxpayers
Annual Tax Calendar
Why Work with an Enrolled Agent
How to Work with a Tax Professional
Income Types
Tax Tips for
Entrepreneurs
Teachers
Homeowners
Restaurants
Dealing with the IRS
Resolving Problems with the IRS
IRS Audit Triggers
Filing for Extension with the IRS
Handling Problems with the IRS
Tax Resolution with the IRS
Removing a Federal Tax Lien
Personal Tax Topics
Maximizing Medical Expense Deductions
Backdoor Roth Strategies
Taxation Rules for Crypto
Details of Tax Loss Harvesting
IRA Contribution Strategies
U.S. Tax Essentials for H‑1B Visa Holders
Gift Tax Essentials
When to use the Standard Deduction
Deductions and Credits for Dependents
Taxes and Divorce
Estimated Tax Payments
Head-of-Household Filing Status
Short-Term Rental Losses
Cost Segregation: Accelerating Real Estate Depreciation
Hiring a Tax Advisor for Small Business and High Income
For small business owners, managing taxes can be a daunting task. While some may consider handling tax preparation independently to save on costs, hiring a tax advisor presents several technical advantages that can result in substantial financial benefits and risk mitigation. This analysis provides a detailed examination of why small business owners should prioritize hiring a tax advisor over self-managing their taxes.
Complexity of Tax Regulations
1. Multifaceted Tax Laws: Small businesses are subject to a range of federal, state, and local tax laws, which can be intricate and frequently updated. The IRS imposes regulations that affect business income, deductions, credits, and reporting requirements. State and local jurisdictions, such as the California Franchise Tax Board (FTB) and the California Department of Tax and Fee Administration (CDTFA), impose additional requirements. A tax advisor is equipped with up-to-date knowledge and expertise to navigate these complex regulations efficiently.
2. Changing Legislation: Tax laws and regulations are subject to frequent changes, including modifications to tax rates, credits, and deductions. For instance, the Tax Cuts and Jobs Act (TCJA) introduced significant changes to business taxation, including modifications to the corporate tax rate and new rules for expensing capital assets. Tax advisors stay abreast of these changes and can adapt strategies accordingly, whereas a business owner may struggle to keep up with evolving legislation.
Accuracy and Compliance
1. Minimizing Errors: Tax preparation involves numerous calculations and data entries, which are prone to errors if done manually. Mistakes in tax filings can lead to penalties, interest, and additional scrutiny from tax authorities. Tax advisors use sophisticated tax preparation software and methodologies to ensure accuracy, reducing the likelihood of errors and ensuring compliance with tax regulations.
2. Compliance with Reporting Requirements: Small businesses must adhere to various reporting requirements, including quarterly estimated tax payments, payroll tax filings, and annual tax returns. Non-compliance with these requirements can result in penalties and interest. A tax advisor ensures that all deadlines are met and all required forms are filed correctly, including complex forms such as IRS Form 1120 for corporations or IRS Form 1065 for partnerships.
Strategic Tax Planning
1. Identifying Deductions and Credits: Tax advisors are adept at identifying eligible deductions and credits that may not be apparent to business owners. For example, they can help businesses claim deductions for business expenses, such as home office expenses, vehicle expenses, and depreciation of assets. They also help maximize available tax credits, such as the Research & Development (R&D) Tax Credit or the Work Opportunity Tax Credit (WOTC).
2. Tax-Efficient Structuring: A tax advisor can advise on the most tax-efficient structure for the business, whether it’s a sole proprietorship, partnership, S corporation, or C corporation. They can provide guidance on the implications of each structure on tax liability and help with decisions on profit distribution, compensation, and reinvestment.
Risk Management and Audit Preparedness
1. Risk Mitigation: Engaging a tax advisor helps mitigate the risk of an IRS audit or state tax audit. Tax advisors are skilled in preparing accurate and compliant tax returns, and they can offer guidance on record-keeping and documentation to support tax positions. In the event of an audit, a tax advisor can represent the business and handle communications with tax authorities.
2. Audit Protection: Many tax advisors offer audit protection services, which can be invaluable if an audit occurs. They can help navigate the audit process, provide necessary documentation, and ensure that the business’s tax position is defended effectively.
Time and Resource Efficiency
1. Focus on Core Business Activities: Handling taxes in-house requires a significant investment of time and resources, which could be better spent on core business activities such as sales, marketing, and operations. By outsourcing tax preparation to a professional, business owners can focus on growing their business while ensuring that their tax obligations are managed efficiently.
2. Avoiding Learning Curve: Tax preparation involves a steep learning curve, especially for complex tax situations. Business owners without specialized tax knowledge may struggle with understanding tax codes, regulations, and filing requirements. A tax advisor brings the necessary expertise and experience, avoiding the need for business owners to invest time in learning complex tax concepts.
Conclusion
Selecting the right tax preparer for your S-Corp involves a thorough evaluation of their expertise in S-Corp and state tax laws, credentials, experience, technology use, communication skills, cost, and ethical standards. This detailed selection process ensures accurate, compliant, and optimized tax filings, which are critical to the financial health and success of your business.
For small business owners, the decision to hire a tax advisor rather than managing taxes independently offers numerous technical advantages. Tax advisors provide essential expertise in navigating complex tax regulations, ensure accuracy and compliance, optimize tax strategies, and manage risks effectively. By leveraging the specialized skills of a tax advisor, small business owners can mitigate tax-related risks, maximize financial benefits, and focus on their core business activities. This strategic approach ultimately contributes to improved financial management and long-term success.
Frequently Asked Questions – S-Corp Tax Advisory
What is the biggest tax mistake most S-Corp owners make?
The #1 IRS trigger for S-Corporations is paying yourself too little salary and taking almost everything as distributions (the so-called “50/50 split” myth). The IRS can reclassify those distributions as wages, hitting you with back payroll taxes, penalties, and interest. We fix this every day with a documented reasonable compensation analysis that protects you and maximizes your QBI deduction.
When should my LLC switch to S-Corp status?
Most business owners see the biggest tax savings when annual net profit reaches $60,000–$80,000 and is expected to stay there or grow. We walk you through the exact numbers for your situation, file the election on time, and handle the payroll setup so you never miss the deadline or create compliance headaches. See our full guide: When and Why to Make the S-Corp Election.
How does an Enrolled Agent differ from a CPA for S-Corp owners?
Enrolled Agents are federally licensed by the IRS to represent you in all 50 states on any tax matter — exactly what S-Corp owners need when reasonable compensation, audits, or multi-state filings come up. While many CPAs focus on large corporations or local returns, we specialize exclusively in S-Corporations and proactive year-round strategy for small businesses and high-income owners.
What is “reasonable compensation” and why does the IRS care so much?
Reasonable compensation is the salary you must pay yourself for the work you perform in the business before taking tax-free distributions. The IRS uses nine specific factors (duties, hours, industry pay, etc.) — not a simple percentage of profits. We provide a formal, defensible report every year so you stay compliant and keep every legitimate tax advantage. Full details: Reasonable Salary for S-Corp Owners.
Can you really handle taxes for clients in every state?
Yes — as IRS-licensed Enrolled Agents we are authorized to practice and represent clients in all 50 states. Whether you’re in California, Texas, Florida, Nevada, or anywhere else, we manage multi-state filings, nexus issues, and state-specific S-Corp rules. See our Multi-State Filings for S-Corporations guide.
What if the IRS audits my S-Corp or I owe back taxes?
We are fully authorized to represent you before the IRS on audits, notices, liens, and payment plans. Most S-Corp owners never need this — but when they do, having an Enrolled Agent who already knows your reasonable compensation file and distributions is a huge advantage. We solve IRS problems, not just prepare returns.
How much does S-Corp tax strategy and preparation actually cost?
We use transparent annual flat-rate pricing set before each tax year — no surprise hourly bills. The exact rate depends on complexity; schedule a phone call and we’ll give you a firm quote on the spot.
Still have a question? We reply to every email within hours and answer calls personally. Schedule your free intro call now or text/call (858) 779-4125.
We are America’s Tax Specialists for S-Corporations and LLCs. We work remotely with business owners in all 50 states.
Our service areas for S-Corp Tax Advisory include all these states and cities:
Alabama: We cover all tax matters for taxpayers in Huntsville, Mobile, Birmingham, Montgomery, Tuscaloosa, Hoover, Auburn.
Alaska: Anchorage, Juneau, Fairbanks, Wasilla, Sitka, Ketchikan, Kenai, and all regions outside the AK cities are covered from our California tax offices.
Arizona: We assist with S-Corp tax in Phoenix, Tucson, Mesa, Gilbert, Chandler, Glendale, Scottsdale, Paradise Valley, Peoria, Tempe, Surprise, Buckeye, Goodyear, Yuma, Avondale, Queen Creek, Maricopa, Flagstaff, Casa Grande, Prescott Valley.
Arkansas: Little Rock, Fayetteville, Fort Smith, Springdale, Jonesboro, Rogers, Conway are home to many LLC owners… we’re glad to work with them on tax issues.
California: With our main office based in the state, we are Your Reliable and Year-Round S-Corp and LLC Tax Advisor with office presence in California, including the following cities and surrounding communities:
Los Angeles County: Los Angeles, Long Beach, Glendale, Santa Clarita, Lancaster, Palmdale, Pomona, Torrance, Pasadena, Downey, West Covina, El Monte, Burbank, Inglewood, Norwalk, Carson, Compton, Santa Monica, South Gate, Whittier, Beverly Hills, Culver City, El Segundo, Manhattan Beach, Redondo Beach, Hermosa Beach, West Hollywood, Calabasas, Agoura Hills, Cerritos, Diamond Bar, Arcadia, Monrovia, Glendora, San Dimas, La Verne, Claremont, Alhambra, Monterey Park, Gardena, Santa Fe Springs, Palos Verdes, Commerce, and City of Industry.
Orange County: Anaheim, Irvine, Santa Ana, Huntington Beach, Garden Grove, Fullerton, Orange, Costa Mesa, Westminster, Mission Viejo, Lake Forest, Newport Beach, Newport Coast, Laguna Beach, Laguna Niguel, Laguna Hills, Aliso Viejo, Dana Point, San Clemente, San Juan Capistrano, Rancho Santa Margarita, Tustin, Brea, Yorba Linda, Placentia, Buena Park, Cypress, Los Alamitos, Seal Beach, Coto de Caza, and La Habra.
San Diego County: San Diego, Chula Vista, Oceanside, Escondido, Carlsbad, El Cajon, Vista, San Marcos, Encinitas, Solana Beach, Del Mar, Poway, Santee, La Mesa, Lemon Grove, National City, Coronado, and Imperial Beach.
Inland Empire: Riverside, San Bernardino, Fontana, Moreno Valley, Ontario, Rancho Cucamonga, Corona, Victorville, Menifee, Temecula, Murrieta, Jurupa Valley, Rialto, Hesperia, Chino, Indio, Hemet, Chino Hills, Upland, Redlands, Loma Linda, Colton, Highland, Beaumont, Banning, Eastvale, Norco, Lake Elsinore, Wildomar, Perris, San Jacinto, Apple Valley, Palm Springs, Palm Desert, Rancho Mirage, La Quinta, Cathedral City, Desert Hot Springs, and Coachella.
Ventura County and the Central Coast: Oxnard, Ventura, Simi Valley, Thousand Oaks, Camarillo, Moorpark, Port Hueneme, Westlake Village, Santa Barbara, Goleta, Carpinteria, Santa Maria, Lompoc, San Luis Obispo, Paso Robles, Atascadero, Arroyo Grande, Pismo Beach, Salinas, Monterey, Seaside, Marina, Pacific Grove, Carmel-by-the-Sea, Hollister, Santa Cruz, Scotts Valley, Capitola, and Watsonville.
San Francisco Bay Area: San Francisco, San Jose, Oakland, Fremont, Santa Rosa, Hayward, Sunnyvale, Santa Clara, Vallejo, Concord, Fairfield, Berkeley, Antioch, Richmond, San Mateo, Daly City, San Ramon, Mountain View, San Leandro, Palo Alto, Menlo Park, Redwood City, Atherton, San Carlos, Belmont, Burlingame, Millbrae, San Bruno, South San Francisco, Foster City, Cupertino, Campbell, Los Gatos, Saratoga, Los Altos, Milpitas, Morgan Hill, Gilroy, Newark, Union City, Pleasanton, Dublin, Livermore, Walnut Creek, Danville, Lafayette, Orinda, Moraga, Pleasant Hill, Martinez, Brentwood, Oakley, Pittsburg, Benicia, Vacaville, Napa, American Canyon, Sonoma, Petaluma, Rohnert Park, Windsor, Healdsburg, San Rafael, Novato, Mill Valley, Sausalito, Larkspur, Corte Madera, and Tiburon.
Sacramento Region and Northern California: Sacramento, Elk Grove, Roseville, Folsom, Rancho Cordova, Citrus Heights, Rocklin, Lincoln, Auburn, West Sacramento, Davis, Woodland, Galt, Marysville, Yuba City, Grass Valley, Nevada City, Chico, Redding, Red Bluff, Oroville, Anderson, Eureka, and Arcata.
Central Valley: Fresno, Bakersfield, Stockton, Modesto, Visalia, Clovis, Merced, Tracy, Manteca, Lodi, Lathrop, Ripon, Turlock, Ceres, Oakdale, Riverbank, Patterson, Los Banos, Atwater, Madera, Chowchilla, Sanger, Selma, Reedley, Dinuba, Tulare, Porterville, Hanford, Lemoore, Delano, Shafter, Wasco, and Tehachapi.
Additional California communities: We also welcome assignments from unincorporated communities and neighborhoods, including La Jolla, Carmel Valley in San Diego, Rancho Santa Fe, Fallbrook, Ramona, Alpine, Bonita, Valley Center, Encino, Sherman Oaks, Woodland Hills, Studio City, Tarzana, Northridge, Century City, Pacific Palisades, Brentwood in Los Angeles, Valencia, Stevenson Ranch, Ladera Ranch, Coto de Caza, Rossmoor, El Dorado Hills, Granite Bay, Fair Oaks, Carmichael, and Cameron Park.
Colorado: We work with LLC and S-Corp owners on their tax matters in Denver, Colorado Springs, Aurora, Fort Collins, Lakewood, Boulder, Thornton, Arvada, Westminster, Greeley, Pueblo.
Connecticut: Bridgeport, Stamford, New Haven, Hartford, Waterbury, Norwalk, Danbury, New Britain, Bristol, Meriden are covered with tax support year-round.
Delaware: Wilmington, Dover, Newark, Middletown, Milford, Smyrna, Seaford, Georgetown, Millsboro, Elsmere have our tax assistance as well.
Florida: We are your S-Corp and LLC Tax Advisor with extra strong coverage across Florida, including the following cities and surrounding communities:
Miami-Dade County: Miami, Miami Beach, Coral Gables, Doral, Aventura, Hialeah, Hialeah Gardens, Miami Gardens, Miami Lakes, North Miami, North Miami Beach, Sunny Isles Beach, Homestead, Florida City, South Miami, Pinecrest, Palmetto Bay, Cutler Bay, Key Biscayne, Miami Shores, Miami Springs, Sweetwater, West Miami, North Bay Village, Bay Harbor Islands, Bal Harbour, Surfside, Golden Beach, Biscayne Park, El Portal, Opa-locka, Medley, and Virginia Gardens.
Broward County: Fort Lauderdale, Hollywood, Pembroke Pines, Miramar, Coral Springs, Pompano Beach, Davie, Plantation, Sunrise, Deerfield Beach, Weston, Tamarac, Coconut Creek, Margate, Oakland Park, Hallandale Beach, Cooper City, Parkland, Dania Beach, Lauderdale Lakes, North Lauderdale, Lauderhill, Wilton Manors, Lighthouse Point, Lauderdale-by-the-Sea, Southwest Ranches, Hillsboro Beach, and Pembroke Park.
Palm Beach County: West Palm Beach, Boca Raton, Delray Beach, Boynton Beach, Palm Beach Gardens, Jupiter, Wellington, Royal Palm Beach, Greenacres, Lake Worth Beach, Riviera Beach, Palm Beach, North Palm Beach, Lantana, Lake Park, Juno Beach, Tequesta, Atlantis, Highland Beach, Ocean Ridge, Hypoluxo, Loxahatchee Groves, Westlake, Belle Glade, Pahokee, and South Bay.
Treasure Coast: Port St. Lucie, Fort Pierce, Stuart, Vero Beach, Sebastian, Fellsmere, Indian River Shores, and Sewall’s Point.
Florida Keys: Key West, Marathon, Islamorada, Key Colony Beach, and Layton.
Southwest Florida: Naples, Marco Island, Fort Myers, Cape Coral, Bonita Springs, Estero, Fort Myers Beach, Sanibel, Punta Gorda, North Port, Venice, Sarasota, Bradenton, Palmetto, Lakewood Ranch’s surrounding municipalities, Longboat Key, Anna Maria, Holmes Beach, and Bradenton Beach.
Tampa Bay and West Central Florida: Tampa, St. Petersburg, Clearwater, Largo, Pinellas Park, Dunedin, Palm Harbor’s neighboring municipalities, Tarpon Springs, Safety Harbor, Oldsmar, Gulfport, Seminole, St. Pete Beach, Treasure Island, Madeira Beach, Indian Rocks Beach, Indian Shores, Redington Beach, North Redington Beach, Redington Shores, Belleair, Belleair Bluffs, Belleair Beach, South Pasadena, Temple Terrace, Plant City, New Port Richey, Port Richey, Dade City, Zephyrhills, San Antonio, Brooksville, Inverness, and Crystal River.
Greater Orlando: Orlando, Winter Park, Maitland, Winter Garden, Ocoee, Apopka, Windermere, Oakland, Belle Isle, Edgewood, Lake Buena Vista, Altamonte Springs, Sanford, Lake Mary, Longwood, Casselberry, Winter Springs, Oviedo, Kissimmee, St. Cloud, Clermont, Minneola, Groveland, Mascotte, Leesburg, Mount Dora, Eustis, Tavares, Fruitland Park, Lady Lake, and Wildwood.
Polk County and Inland Central Florida: Lakeland, Winter Haven, Haines City, Davenport, Auburndale, Bartow, Lake Wales, Lake Alfred, Eagle Lake, Mulberry, Frostproof, Fort Meade, Dundee, Polk City, Sebring, Avon Park, Lake Placid, Wauchula, Arcadia, Okeechobee, Clewiston, and LaBelle.
Space Coast: Melbourne, Palm Bay, Titusville, West Melbourne, Cocoa, Rockledge, Cocoa Beach, Cape Canaveral, Satellite Beach, Indian Harbour Beach, Indialantic, Melbourne Beach, and Palm Shores.
Daytona Beach Area and Flagler County: Daytona Beach, Port Orange, Ormond Beach, New Smyrna Beach, Edgewater, South Daytona, Daytona Beach Shores, Holly Hill, DeLand, Deltona, Orange City, DeBary, Lake Helen, Ponce Inlet, Palm Coast, Flagler Beach, and Bunnell.
Jacksonville and Northeast Florida: Jacksonville, Jacksonville Beach, Atlantic Beach, Neptune Beach, St. Augustine, St. Augustine Beach, Fernandina Beach, Green Cove Springs, Orange Park, Palatka, Crescent City, Macclenny, and Callahan.
North Central Florida: Gainesville, Ocala, Alachua, High Springs, Newberry, Williston, Dunnellon, Belleview, Lake City, Live Oak, Starke, Keystone Heights, Chiefland, Trenton, and Cross City.
Tallahassee and the Big Bend: Tallahassee, Quincy, Havana, Midway, Monticello, Madison, Perry, Chattahoochee, Carrabelle, Apalachicola, and Port St. Joe.
Florida Panhandle and Emerald Coast: Pensacola, Gulf Breeze, Milton, Jay, Destin, Fort Walton Beach, Niceville, Valparaiso, Mary Esther, Crestview, DeFuniak Springs, Freeport, Panama City, Panama City Beach, Lynn Haven, Callaway, Parker, Springfield, Mexico Beach, Marianna, Chipley, Bonifay, and Graceville.
Georgia: Atlanta, Augusta, Columbus, Macon-Bibb County, Savannah, Athens, South Fulton, Sandy Springs, Roswell are covered for tax return prep and tax planning.
Hawai’i: All islands are covered, including the cities of Honolulu (Oahu), Hilo (Hawaii/Big Island), Kahului (Maui), Kapaa (Kauai), Kaunakakai (Molokai), Lanai City (Lanai).
Idaho: Boise, Meridian, Nampa, Caldwell, Idaho Falls, Pocatello, Coeur d’Alene, Twin Falls, Post Falls, Rexburg are serviced by our California tax office.
Illinois: We support on all tax issues in Chicago, Aurora, Naperville, Joliet, Rockford, Elgin, Springfield, Peoria, Champaign, Waukegan, Cicero, Bloomington, Schaumburg, Evanston, Arlington Heights, Bolingbrook, Decatur, Palatine, Skokie, Des Plaines, Orland Park, Oak Lawn, Berwyn, Mount Prospect, Tinley Park, Normal, Wheaton, Oak Park, Hoffman Estates, Downers Grove, Glenview, Plainfield, Elmhurst, Lombard, Buffalo Grove, Moline, Belleville, Romeoville, Crystal Lake, Bartlett, DeKalb, Carol Stream, Urbana, Quincy, Streamwood, Park Ridge, Wheeling, Carpentersville, Hanover Park, Oswego.
Indiana: Indianapolis, Fort Wayne, Evansville, Carmel, Fishers, South Bend, Bloomington, Noblesville, Hammond, Lafayette.
Iowa: Des Moines, Cedar Rapids, Davenport, Sioux City, Ankeny, Iowa City, West Des Moines, Ames, Waterloo, Council Bluffs.
Kansas: Wichita, Overland Park, Kansas City, Olathe, Topeka, Lawrence, Shawnee, Lenexa, Manhattan, Salina.
Kentucky: Louisville, Lexington, Bowling Green, Owensboro, Covington, Georgetown, Richmond, Elizabethtown, Florence, Nicholasville.
Louisiana: New Orleans, Baton Rouge, Shreveport, Lafayette, Lake Charles, St. George, Kenner, Bossier City, Monroe, Alexandria.
Maine: Portland, Lewiston, Bangor, South Portland, Auburn, Sanford, Biddeford, Westbrook, Saco, Augusta.
Maryland: Baltimore, Frederick, Gaithersburg, Rockville, Bowie, Hagerstown, Annapolis, College Park, Salisbury, Laurel.
Massachusetts: Boston, Worcester, Springfield, Cambridge, Lowell, Brockton, Lynn, Quincy, New Bedford, Fall River, Newton, Lawrence, Somerville, Framingham, Haverhill, Malden, Waltham, Plymouth, Brookline, Medford, Taunton, Weymouth, Revere, Chicopee, Peabody, Methuen, Barnstable, Everett, Attleboro, Arlington, Salem, Westfield, Pittsfield, Leominster, Beverly, Woburn, Marlborough, Billerica, Wellesley, Natick, Shrewsbury, Chelmsford, Amherst, Braintree, Andover, Franklin, Watertown, Lexington, Dartmouth, Randolph.
Michigan: Detroit, Grand Rapids, Warren, Sterling Heights, Ann Arbor, Lansing, Dearborn, Livonia, Troy, Farmington Hills.
Minnesota: Minneapolis, St. Paul, Rochester, Bloomington, Duluth, Brooklyn Park, Woodbury, Lakeville, Plymouth, Blaine.
Mississippi: Jackson, Gulfport, Southaven, Hattiesburg, Biloxi, Olive Branch, Tupelo, Meridian, Pearl, Madison.
Missouri: Kansas City, St. Louis, Springfield, Columbia, Independence, Clayton, Lee’s Summit, O’Fallon, St. Charles, St. Joseph, Blue Springs.
Montana: Billings, Missoula, Great Falls, Bozeman, Butte, Helena, Kalispell, Belgrade, Anaconda, Whitefish.
Nebraska: Omaha, Lincoln, Bellevue, Grand Island, Kearney, Fremont, Norfolk, Papillion, Hastings, Columbus.
Nevada: Las Vegas, Henderson, North Las Vegas, Reno/Tahoe, Sparks, Carson City, Fernley, Mesquite, Elko, Boulder City.
New Hampshire: Manchester, Nashua, Concord, Derry, Dover, Rochester, Keene, Portsmouth, Laconia, Lebanon, Claremont.
New Jersey: Newark, Jersey City, Paterson, Elizabeth, Trenton, Clifton, Bayonne, East Orange, Camden, Passaic.
New Mexico: Albuquerque, Las Cruces, Rio Rancho, Santa Fe, Roswell, Farmington, Hobbs, Clovis, Carlsbad, Alamogordo.
New York: New York City, Buffalo, Yonkers, Rochester, Syracuse, Albany, New Rochelle, Mount Vernon, Schenectady, Utica, White Plains, Troy, Niagara Falls, Binghamton, Rome, Long Beach, Poughkeepsie, Saratoga Springs, North Tonawanda, Jamestown, Ithaca, Newburgh, Middletown, Elmira, Kingston, Auburn, Watertown, Watervliet, Peekskill, Lockport.
North Carolina: Charlotte, Raleigh, Greensboro, Durham, Winston-Salem, Fayetteville, Cary, Wilmington, High Point, Concord.
North Dakota: Fargo, Bismarck, Grand Forks, Minot, West Fargo.
Ohio: Columbus, Cleveland, Cincinnati, Toledo, Akron, Dayton, Parma, Canton, Lorain, Hamilton.
Oklahoma: Oklahoma City, Tulsa, Norman, Broken Arrow, Edmond.
Oregon: Portland, Salem, Eugene, Gresham, Hillsboro, Bend, Beaverton, Medford, Corvallis, Springfield.
Pennsylvania: Philadelphia, Pittsburgh, Allentown, Reading, Erie, Bethlehem, Scranton, Lancaster, Harrisburg, York.
Rhode Island: Providence, Cranston, Warwick, Pawtucket, East Providence.
South Carolina: Charleston, Columbia, North Charleston, Mount Pleasant, Rock Hill.
South Dakota: Sioux Falls, Rapid City, Aberdeen, Brookings, Watertown.
Tennessee: We love our S-Corp tax clients in Nashville, Memphis, Knoxville, Chattanooga, Clarksville, Murfreesboro, Franklin, Johnson City, Jackson, Hendersonville, Smyrna, Bartlett, Spring Hill, Kingsport, Collierville, Gallatin, Cleveland, Lebanon, Columbia, Brentwood, Mount Juliet, Germantown, La Vergne, Cookeville, Morristown, Oak Ridge, Maryville, Bristol, Farragut, Shelbyville.
Texas: We are your S-Corp and LLC Tax Advisor with extra strong coverage in Texas, including the following cities and surrounding communities:
Dallas: with Plano, Frisco, McKinney, Allen, Richardson, Garland, Irving, Carrollton, Farmers Branch, Addison, University Park, Highland Park, Coppell, Grand Prairie, Mesquite, Rowlett, Rockwall, Wylie, Sachse, Murphy, Lucas, Parker, Fairview, Prosper, Celina, Anna, Melissa, Princeton, Farmersville, Royse City, Fate, Forney, Terrell, Kaufman, Crandall, Seagoville, Balch Springs, Sunnyvale, Duncanville, DeSoto, Cedar Hill, Lancaster, Glenn Heights, Red Oak, Ovilla, Midlothian, Waxahachie, Ennis, and Ferris.
Fort Worth, Arlington, and the Mid-Cities: including Mansfield, North Richland Hills, Hurst, Euless, Bedford, Grapevine, Southlake, Colleyville, Keller, Watauga, Haltom City, Richland Hills, Saginaw, Lake Worth, White Settlement, Benbrook, Crowley, Burleson, Joshua, Cleburne, Keene, Alvarado, Kennedale, Forest Hill, Everman, Aledo, Willow Park, Hudson Oaks, Weatherford, Azle, Springtown, Granbury, and Decatur.
Denton County and North Texas: with Lewisville, Flower Mound, Highland Village, The Colony, Little Elm, Lake Dallas, Corinth, Hickory Creek, Shady Shores, Argyle, Bartonville, Lantana’s surrounding municipalities, Double Oak, Copper Canyon, Northlake, Trophy Club, Roanoke, Westlake, Justin, Ponder, Krum, Sanger, Pilot Point, Aubrey, Krugerville, Cross Roads, Oak Point, Sherman, Denison, Gainesville, Bonham, Greenville, Commerce, Paris, and Sulphur Springs.
Houston Metro: with Bellaire, West University Place, Southside Place, Katy, Fulshear, Brookshire, Sugar Land, Missouri City, Stafford, Richmond, Rosenberg, Meadows Place, Pearland, Manvel, Iowa Colony, Alvin, Friendswood, League City, Webster, Nassau Bay, Seabrook, Kemah, Clear Lake Shores, Dickinson, Santa Fe, Texas City, La Marque, Galveston, Pasadena, Deer Park, La Porte, Shoreacres, Baytown, Mont Belvieu, Dayton, Liberty, Humble, Jersey Village, Tomball, Magnolia, Pinehurst, Shenandoah, Oak Ridge North, Conroe, Montgomery, Willis, and Huntsville.
Brazos Valley and the Upper Gulf Coast: College Station, Bryan, Brenham, Navasota, Caldwell, Hearne, Madisonville, Bellville, Sealy, Hempstead, Waller, Columbus, La Grange, Schulenburg, Flatonia, Wharton, El Campo, Bay City, Lake Jackson, Clute, Freeport, Angleton, West Columbia, and Sweeny.
Austin Metro Area: including Round Rock, Cedar Park, Leander, Georgetown, Pflugerville, Hutto, Taylor, Liberty Hill, Jarrell, Manor, Elgin, Bastrop, Smithville, Bee Cave, Lakeway, Rollingwood, West Lake Hills, The Hills, Lakeway’s neighboring communities, Lago Vista, Jonestown, Point Venture, Volente, Dripping Springs, Buda, Kyle, San Marcos, Wimberley, Woodcreek, Lockhart, Luling, Burnet, Marble Falls, Horseshoe Bay, and Granite Shoals.
San Antonio, New Braunfels, and the Hill Country: Schertz, Cibolo, Seguin, Selma, Live Oak, Universal City, Converse, Kirby, Windcrest, Alamo Heights, Terrell Hills, Olmos Park, Castle Hills, Shavano Park, Hill Country Village, Hollywood Park, Fair Oaks Ranch, Boerne, Bulverde, Garden Ridge, Helotes, Leon Valley, Castroville, Hondo, Devine, Floresville, Pleasanton, Jourdanton, Kerrville, Fredericksburg, Bandera, Comfort’s surrounding municipalities, and Gonzales.
Central Texas: Waco, Woodway, Hewitt, Robinson, Bellmead, Lacy Lakeview, McGregor, Lorena, West, Hillsboro, Temple, Belton, Killeen, Harker Heights, Nolanville, Copperas Cove, Salado, Gatesville, Lampasas, Cameron, Rockdale, Mexia, Corsicana, and Marlin.
East Texas: Tyler, Longview, Marshall, Kilgore, Henderson, Jacksonville, Palestine, Athens, Canton, Lindale, Whitehouse, Bullard, Mineola, Winnsboro, Mount Pleasant, Mount Vernon, Pittsburg, Gilmer, Gladewater, White Oak, Hallsville, Carthage, Center, Nacogdoches, Lufkin, Diboll, Crockett, Rusk, Jasper, Livingston, Woodville, Atlanta, and Texarkana.
Southeast Texas: Beaumont, Port Arthur, Orange, Bridge City, West Orange, Vidor, Nederland, Port Neches, Groves, Lumberton, Silsbee, Kountze, Sour Lake, and Winnie’s surrounding municipalities.
Coastal Bend: Corpus Christi, Portland, Gregory, Ingleside, Aransas Pass, Rockport, Fulton, Port Aransas, Robstown, Sinton, Taft, Mathis, Alice, Kingsville, Beeville, George West, Three Rivers, Victoria, Cuero, Yoakum, Edna, Goliad, Port Lavaca, Seadrift, and Palacios.
Rio Grande Valley: Laredo, Rio Bravo, El Cenizo, Brownsville, McAllen, Edinburg, Mission, Pharr, Harlingen, San Juan, Alamo, Donna, Weslaco, Mercedes, La Feria, San Benito, Los Fresnos, Palmview, Palmhurst, Alton, Hidalgo, Rio Grande City, Roma, Raymondville, Elsa, Edcouch, Progreso, La Joya, Peñitas, Port Isabel, Laguna Vista, and South Padre Island.
West Texas and the Permian Basin: Midland, Odessa, Andrews, Big Spring, Seminole, Monahans, Pecos, Fort Stockton, Kermit, Crane, Denver City, Lamesa, Snyder, Sweetwater, Colorado City, Abilene, San Angelo, Brownwood, Early, Coleman, Ballinger, Brady, and Sonora.
Panhandle: Lubbock, Amarillo, Canyon, Plainview, Levelland, Wolfforth, Brownfield, Slaton, Littlefield, Muleshoe, Hereford, Dumas, Borger, Pampa, Perryton, Dalhart, Childress, and Tulia.
North-Central Texas: Wichita Falls, Burkburnett, Iowa Park, Electra, Vernon, Graham, Olney, Bowie, Nocona, Jacksboro, Breckenridge, Mineral Wells, Eastland, Cisco, and Ranger.
West Texas: El Paso, Socorro, San Elizario, Horizon City, Anthony, Vinton, Van Horn, Alpine, Marfa, Presidio, Del Rio, Eagle Pass, and Uvalde.
We also welcome S-Corp tax advisory assignments from businesses in The Woodlands, Spring, Cypress, Atascocita, Kingwood, Kingwood’s surrounding communities, Cinco Ranch, Cinco Ranch’s neighboring communities, Sienna, Pecan Grove, New Territory, Greatwood, Mission Bend, Fresno, Rosharon, Aldine, Channelview, Crosby, Highlands, Huffman, Bacliff, San Leon, Bolivar Peninsula, The Highlands, Lantana, Savannah, Paloma Creek, Providence Village’s surrounding communities, Castlewood, Barton Creek, Lost Creek, Steiner Ranch, Circle C Ranch, Del Valle, Wells Branch, Brushy Creek, Anderson Mill, Shady Hollow, Canyon Lake, Canyon Lake’s surrounding communities, Spring Branch’s surrounding communities, Canyon Country, Timberwood Park, Stone Oak, Alamo Ranch, Far West Side San Antonio, Fort Bliss, and Fort Bliss’s surrounding communities.
Utah: Salt Lake City, West Valley City, West Jordan, Provo, St. George, Lehi, Orem, Sandy, Ogden, South Jordan.
Vermont: Burlington, South Burlington, Rutland, Essex Junction, Winooski, Barre, Montpelier, St. Albans, Newport, Vergennes.
Virginia: Virginia Beach, Chesapeake, Richmond, Norfolk, Newport News, Alexandria, Hampton, Suffolk, Roanoke, Portsmouth.
Washington: Seattle, Spokane, Tacoma, Vancouver, Bellevue, Kent, Everett, Spokane Valley, Renton, Federal Way, Yakima, Kirkland, Bellingham, Kennewick, Auburn, Pasco, Redmond, Marysville, Shoreline, Sammamish, Richland, Lakewood, Lacey, Olympia, Bothell, Burien, Bremerton, Edmonds, Puyallup, Lynnwood.
West Virginia: Charleston, Huntington, Morgantown, Parkersburg, Wheeling, Martinsburg, Weirton, Fairmont, Beckley, Clarksburg.
Wisconsin: Milwaukee, Madison, Green Bay, Kenosha, Racine, Appleton, Eau Claire, Waukesha, Oshkosh, Janesville.
Wyoming: Cheyenne, Casper, Gillette, Laramie, Rock Springs, Sheridan, Evanston, Green River, Riverton, Jackson.
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If you don’t see your city listed above, please email us, or schedule a call. We are federally licensed and can help with S-Corp/LLC tax situations in all 50 states.