Free tool · 2026 tax rules · Deterministic math

S-Corp election savings calculator: does it save you money?

Most "should I elect S-corp?" articles give you a vague rule of thumb ("over $40K profit"). This calculator runs the actual SE-tax math for your numbers and shows you the breakeven, the savings, AND the compliance cost, all deterministic, based on 2026 federal tax rules. Spoiler: under ~$60K net profit, S-corp election usually costs more than it saves.

S-corp savings calculator

Your numbers

Your S-corp savings

SE tax WITHOUT election$16,955on full $120,000 of net profit
FICA WITH election$9,180on $60,000 salary; $60,000 as distribution avoids SE tax
Net annual savings$6,275After $1,500 compliance cost

The math

ComponentNo election (default)With S-corp election
Profit subject to SE tax$120,000 (full)$60,000 (salary only)
Distribution (no SE tax)$0$60,000
SE tax / FICA$16,955$9,180
Annual S-corp compliance cost$0$1,500
Total cost$16,955$10,680

Breakeven profit: ~$69,804. Below this, S-corp's compliance cost exceeds the SE-tax savings.
Note: SE tax = 92.35% × profit × 15.3% (SS + Medicare). SS wage base capped at $168,600 for 2026; Medicare uncapped + 0.9% additional over $200K. State income tax is unchanged either way.

Quick FAQ

What is a "reasonable salary"?

The IRS requires S-corp officer-shareholders to receive a salary that's reasonable for the work they do, based on their role and the local market. Pay yourself $0 or $1 to convert all income to distributions and the IRS will reclassify the distributions as wages + assess back-FICA + penalties. Common rule of thumb: 40-60% of net profit, justified by industry comp data. A CPA can help benchmark.

When does S-corp NOT make sense?

Below ~$50K-$60K net profit, the additional compliance cost ($1,200-$3,000/yr for payroll service + Form 1120-S prep) typically exceeds the SE-tax savings. Above $250K-$300K profit, the SS wage base ($168,600 in 2026) caps further SS tax savings, Medicare savings continue but the marginal benefit shrinks.

How do I make the election?

File Form 2553 with the IRS. To take effect for a given tax year, you must file by 2 months and 15 days after the start of the year (e.g., March 15 for calendar-year). For new LLCs, file within 75 days of formation. Late elections are sometimes accepted with reasonable cause.

Does my state recognize S-corp election?

Most states automatically follow federal S-corp election. Notable exceptions: Tennessee, New York, New Hampshire, and California treat S-corps somewhat differently (usually still requires payment of state-level tax). Check your state SOS for state-specific rules.

What about state tax savings?

This calculator computes only federal SE-tax savings. State income tax is paid on the same total income either way (salary + distribution = same total). Some states (CA, IL) treat S-corps differently, a CPA can model your state-specific situation.

How S-corp election saves you FICA tax

When you operate as an LLC without electing S-corp tax status, every dollar of net profit passes through to your personal tax return as self-employment income. Self-employment tax = 15.3% (12.4% Social Security up to the wage base of $168,600 in 2026, plus 2.9% Medicare on every dollar with no cap, plus an additional 0.9% Medicare over $200K). Net result: roughly a 15.3% federal tax on top of your regular income tax.

When you elect S-corp tax status, you split your income into two buckets: reasonable salary (subject to FICA, the same 15.3% as SE tax) and distribution (subject to ZERO self-employment or FICA tax). Your savings equal the distribution × 15.3%, capped by the Social Security wage base.

Example: $120K net profit, $60K reasonable salary, $60K distribution

  • Without election: $120K × 92.35% × 15.3% ≈ $16,953 SE tax
  • With election: $60K × 15.3% ≈ $9,180 FICA
  • Gross savings: ~$7,773
  • Less S-corp compliance cost: -$1,500
  • Net annual savings: ~$6,273

When NOT to elect S-corp

  • Below ~$60K net profit. S-corp's compliance cost ($1,200-$3,000/yr) eats the savings.
  • You can't justify a "reasonable salary" below your full profit. Sole-proprietor consultants paying themselves $40K of $50K profit will likely have the IRS reclassify the $10K distribution as additional wages.
  • You have non-resident alien co-owners or more than 100 owners. S-corp restrictions disqualify you.
  • You're in a state that taxes S-corps differently (CA, TN, etc.), model the state-level overlay before deciding.
  • You haven't talked to a CPA yet. S-corp election creates real compliance work; a CPA earns their fee on this decision in year 1.

Frequently asked

When does S-corp election make sense?

Roughly when net business profit exceeds $50K-$60K AND you're paying yourself a salary lower than your full profit. Below this threshold, the additional compliance cost ($1,200-$3,000/yr for payroll service + Form 1120-S preparation + state filings) typically exceeds the SE-tax savings. Above this threshold, S-corp election can save thousands per year.

How does S-corp save FICA tax?

Default LLC: full net profit is subject to self-employment tax (15.3%, 12.4% Social Security up to wage base + 2.9% Medicare uncapped). With S-corp election: you pay yourself a "reasonable salary" subject to FICA, take the rest as distributions (which are NOT subject to SE/FICA tax). Difference × 15.3% = your savings.

What's a "reasonable salary"?

IRS standard: what you'd pay someone else to do your role at your company. Industry-comparable salary based on your specific work. Typical rule of thumb: 40-60% of net profit, but defensible benchmarks (Glassdoor, BLS, industry associations) are critical. Pay yourself $0 and the IRS will reclassify the distributions as wages and assess back-FICA + penalties.

Do I need to form a corporation to elect S-corp?

No. You can keep your LLC and check the box for S-corp tax treatment by filing IRS Form 2553. This is more common than forming a true corporation because LLC governance is simpler. The S-corp election is a tax-only choice; the legal entity remains your LLC.

When do I file Form 2553?

For new LLCs: within 75 days of formation. For existing LLCs converting: by March 15 of the year you want it to take effect (i.e., 2 months and 15 days after the start of the tax year). Late elections can sometimes be approved with reasonable cause.

Will my state recognize S-corp election?

Most states automatically follow federal S-corp election. Notable variations: California taxes S-corps on net income at 1.5% (with $800 minimum); Tennessee imposes franchise + excise tax on S-corps; New York City has a separate corporate tax. Always check your state's rules, federal savings can be partly offset by state-level taxes.

What's the catch with S-corp election?

Three trade-offs: (1) Additional compliance cost (~$1,200-$3,000/yr for payroll service + Form 1120-S filing). (2) Required to run actual payroll for owners, quarterly 941 filings, annual W-2s, state unemployment insurance. (3) S-corps can't have non-resident alien shareholders, more than 100 shareholders, or more than one class of stock. Most small businesses are fine on these.

Should I just talk to a CPA?

Yes, for any tax decision involving real money. This calculator gives you a deterministic estimate to know whether the conversation is worth having. Below the breakeven, S-corp is almost always wrong. Above it, the timing + reasonable salary determination + state-specific overlay are CPA territory.

Calculator uses 2026 federal SE-tax + FICA rates. Verified against IRS Publication 334 (Schedule SE) + IRS Topic 554. Not legal or tax advice. State-specific rules vary, consult a CPA before electing S-corp status. Reasonable-salary determinations require industry-specific benchmarking; this tool assumes you've established a defensible salary number.