S CORPORATION

Download Worksheet

An S Corporation is not a legal entity but rather a tax structure. An S Corporation allows a company to pass its income, losses, deductions, and credits through to its owners’ personal tax returns while avoiding double taxation, and it is commonly used by small to mid-sized businesses to reduce self-employment taxes by paying the owner a reasonable salary (subject to payroll taxes) and distributing remaining profits as dividends not subject to self-employment tax. To qualify, the business must meet IRS requirements and file an election form. While it offers tax advantages, it also comes with added payroll, compliance, and administrative responsibilities.

Common Business Activities:

  • Professional & Legal Services

  • Doctor

  • Dentistry

  • Optometry

  • Auto Repair Shops

  • E-Commerce & Retail

  • Marketing & Creative Agencies

  • Non-passive Real Estate Services

  • Construction

  • Influencers

  • Content Creators

  • Entertainment & Media Businesses

  • Health & Wellness

Real Estate

Rental income is money you earn from renting out property (like a house, condo, or apartment) and is typically reported on Schedule E of your personal tax return, where you can deduct expenses such as mortgage interest, property taxes, insurance, repairs, and depreciation; unlike business income, it’s generally not subject to self-employment tax, but it is still taxable and follows its own set of passive activity rules.

Rental Income Worksheet