S-Corporation Tax Strategy
Pay Less Tax.
Keep More of What You Earn.
"Scorpio Tax applies the favorable business tax laws for business owners to reduce taxes and implement the best practices for the long run."
Why It Matters
Tax preparation looks backward. Tax strategy looks forward.
Filing your return is not the moment to save on taxes — that ship has sailed. Real tax reductions come from forward-looking structures that take full advantage of the laws specifically written for small business owners and their entities.
The S-Corporation is the most advantageous entity type for many business profiles — but only when all of its benefits are properly structured and captured. Most business owners leave significant money on the table simply because no one put the right pieces in place.
Scorpio Tax Management specializes in the tax situations of small businesses and their owners — proactively, year-round, with a team of IRS-Enrolled Agents carrying the highest federal tax designation.
Who This Is For
You might be a strong fit if...
Your business is growing
You own a business exceeding $70,000 of income, or you're actively growing toward that threshold.
Your structure isn't fully optimized
You may operate as an LLC, Sole Proprietor, or S-Corp — but haven't fully implemented the available benefits.
You need a more proactive advisor
Your current tax person offers little planning ahead of time, or has become unreliable and hard to reach.
You want a real tax partner
You have open questions and need a trusted tax partner ready and reachable when it matters — all year long.
We also work with LLC owners and Sole Proprietors who don't yet operate under a legal entity. Please reach out — we are responsive and reliable.
How We Work
A clear, collaborative process from start to finish
We are a remote-only tax practice, working with taxpayers in all 50 states from our offices in Huntington Beach, California — by phone, email, and Zoom.
Intro call
In a 20-minute call, we learn about your business highlights, income profile, prior tax filings, and current structure.
Engagement letter
No tax advice or specific details are discussed before a formal engagement is in place — protecting both parties.
Strategic deep-dive
We ask the right questions to identify your biggest savings opportunities by digging into your full situation.
Blueprint
You receive a clear plan — a concrete list of action items and projected savings — before any implementation begins.
Implementation
Step by step, we take all the right actions together to capture every available benefit. Tax strategy is a collaborative effort — we put our minds together to catch and address every key topic.
Services & Packages
What's included
S-Corp Conversion from LLC or Sole Prop
For businesses considering or ready for an S-Corp election. We help you get it right from the start.
- Set up the initial LLC entity if needed
- Review eligibility and issue a recommendation
- Make the S-Corp election with the IRS
- Coordinate onboarding of payroll and bookkeeping
Applying Best Practices for S-Corps
Once your S-Corp election is effective, we shift to full implementation of every applicable benefit.
- Defensible Reasonable Compensation
- Accountable Plan for tax-free reimbursements
- Home office and business-use deductions
- Retirement and health plan deductions
- Strategies for vehicles, kids, spouses, rentals
- PTE Elective Tax advantage
- R&D research credit
- Estimated taxes and annual tax calendar
- All online accounts set up and organized
Popular Add-Ons
- Annual return filings for S-Corp and family
- Year-round advisory support on any tax topic
- Everything can be customized to your situation
Pricing
Transparent pricing, tailored to you
Your investment depends on the complexity of your situation and which services apply. We don't publish a one-size-fits-all rate — because your tax picture is unique.
On your intro call, you'll receive full clarity on pricing along with other useful context once we understand your priorities. No surprises, no pressure.
Feel free to ask us for client testimonials and our annual tax checklist for business owners.
Get Started
Your next step is a 20-minute call
Schedule an intro conversation — no commitment, no jargon, no pressure. Just a clear-headed look at what's possible for your tax situation.
Don’t attempt to handle your tax situation all by yourself… work with professionals!
The trouble and money a good tax strategist can save you often pays off right away.
Scorpio Tax Management can help you.
There’s no cost to have a first conversation.
We are Enrolled Agents, licensed directly by the IRS to advise and represent taxpayers.