Scorpio Tax: Your Tax Advisor

Our Tax Practice

Scorpio Tax is a small tax strategy boutique, mostly assisting business owners and high-income earners. We handle annual filings, forward-looking tax planning and strategy, as well as tax problem solving before the IRS and state agencies.

Our specialty includes S-Corporations, as well as LLCs that should make an S-Corp election, which applies to many owner-operated companies in today’s start-up and self-employment economy.

Our practice is 100% remote. We work with you reliably via email and phone, and at times via video conference when we want to review documents together.

The main offices of the firm are located in Huntington Beach, California, with outposts in Nevada, Arizona, Texas and Florida. The firm covers all time zones and can help taxpayers in all 50 states.

How We Work

Everything starts with an intro call, where the taxpayer usually lays out their priorities, and gets a chance to vet our firm, asking about our abilities, timelines, and costs.

During that first call we cannot give you specific tax advice yet, but we will provide an Engagement Letter right after the call to begin the work on the same day.

Book your intro call at S-CorpTax.com/call.

Our practice is exceptionally well organized, and we are good and speedy communicators. Try it for yourself!

You should observe a big difference to your past tax advisor who never returned a call, or would not help you with saving taxes through pro-active planning and applying best practices. We work diligently and carefully, and try to only pick the best clients.

Our Team of Tax Professionals

Our lead tax specialist is Enrolled Agent Jörn Kleinhans, PhD, CFA. Dr. Kleinhans has an S-Corp and high-wealth specialization and was a manager at KPMG, one of the 4 large accounting firms.

Dr. Kleinhans earned the Chartered Financial Analyst designation, well known as the top Wall Street credential, while he worked at PIMCO and Invesco in institutional money management. His PhD is from the business school at the University of California, Irvine. He also carries an MBA is from the Frankfurt School of Finance. He held several professor positions at California universities, where he taught and researched in their business schools.

Other team members at Scorpio Tax are either Enrolled Agents or are currently working towards that credential. The firm also benefits from several outside advisors that carry Enrolled Agent or CPA licenses, and a range of specialties across different tax topics.

The Enrolled Agent Credential

Most taxpayers are familiar with the term CPA as the go-to professional to assist with tax. CPAs are licensed accounting generalist, but only some of them have a tax specialty, while others work in unrelated fields of accounting. CPAs are licensed by the state, and not federally.

Enrolled Agents however are 100% tax specialists by definition, and they are licensed federally, directly by the IRS and the U.S. Department of the Treasury. They can practice in all 50 states and represent taxpayers in all situations with the IRS and the state/local tax agencies. Enrolled Agent status is the highest tax designation awarded by the federal government, and less than 5% of all U.S. tax advisors are Enrolled Agents.

Profile of our Typical Clients

Most of our clients are business owners or high-income earners. They have in common a higher tax complexity as well as a higher potential to save taxes through pro-active tax strategy and close cooperation with a tax advisor year-round.

Scorpio Tax, unlike most of today’s ‘return mills’, takes a pro-active and high-touch approach to working with our clients. We really take time for their open questions and cases, and are extremely responsive every day of the year.

For those reasons we avoid potential new clients who are price shopping or are looking for a fee bargain. We are currently open for new clients that appreciate the stability and benefits of a good long-term relationship with their tax strategist.

Media Coverage

Scorpio Tax as well as Enrolled Agent Jörn Kleinhans have been covered in dozens of media and press articles over the years including the Wall Street Journal, Bloomberg, U.S. News, Business Insider, and the Robb Report. An overview of the main media outlets that have included our quotes and contributions can be seen below.