STRATEGIES FOR BUSINESS OWNERS

Tax Strategies for Business Owners

You're building a business. These strategies make sure the IRS doesn't take more than its share.

Business owners have more tax planning levers than any other group. From entity structure (S-corp vs. LLC) to the QBI deduction, retirement contributions, vehicle deductions, and the Augusta Rule, the opportunities are significant. The key is having a proactive tax strategy rather than a reactive CPA who just files what you give them.

Common mistakes business owners make

  • Paying full self-employment tax when an S-corp election would save thousands
  • Missing the 20% QBI deduction or not structuring income to qualify
  • Not maximizing retirement contributions through solo 401(k) or SEP IRA
  • Overpaying on vehicle deductions by not using Section 179
  • Not using the Augusta Rule to create tax-free rental income

10 strategies for business owners

Business

S-Corp Election

$5,000-$30,000

estimated annual savings

Business

QBI Deduction (Section 199A)

$5,000-$40,000

estimated annual savings

Vehicle

Vehicle Tax Deduction

$5,000-$30,000

estimated annual savings

Real Estate

Augusta Rule

$2,000-$10,000

estimated annual savings

Retirement

Health Savings Account (HSA) Strategy

$2,000-$5,000

estimated annual savings

Planning

Estimated Tax Payment Optimization

$2,000-$10,000

estimated annual savings

Retirement

Backdoor Roth IRA

$7,000-$14,000

estimated annual savings

Charitable

Donor-Advised Fund

$5,000-$40,000

estimated annual savings

Vehicle

EV Tax Credit

Up to $4,000 (used EVs only)

estimated annual savings

Real Estate

1031 Exchange

$30,000-$200,000+

estimated annual savings

Find your business tax savings

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Frequently Asked Questions

Should my LLC elect S-corp status?

If your net business income consistently exceeds $60K-$80K, an S-corp election likely saves money by reducing self-employment tax. You split income into salary (taxed) and distributions (not subject to payroll tax). Below $60K, the administrative costs may exceed savings.

How does the QBI deduction work?

The Section 199A deduction lets you deduct 20% of qualified business income from pass-through entities. For a business owner earning $200K in QBI, that's a $40K deduction. Income limits and business type (SSTB) restrictions apply. OBBBA extended this through 2028.

Can I deduct my vehicle?

If you use it more than 50% for business: yes. Heavy SUVs (6,000+ lbs GVWR) qualify for up to $30,500 in Section 179 expensing plus bonus depreciation. Keep a mileage log documenting business vs. personal use.