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Small Business Tax Estimator

Project your combined federal income tax, self-employment tax, and Section 199A QBI deduction as a sole proprietor, LLC, or S-corp.

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What Is the Small Business Tax Estimator?

This estimator projects your combined federal tax burden as a small business owner by calculating three distinct obligations: (1) federal income tax using the graduated bracket system under IRC Section 1, (2) self-employment tax under IRC Sections 1401-1403 covering the employer and employee portions of Social Security (12.4% on earnings up to the $176,100 wage base for 2025) and Medicare (2.9% uncapped, plus the 0.9% Additional Medicare Tax on earnings exceeding $200,000/$250,000 for joint filers), and (3) the potential Section 199A Qualified Business Income deduction that allows eligible pass-through entities to deduct up to 20% of QBI. The tool handles the deductible half of SE tax on line 15 of Schedule 1, which reduces your adjusted gross income before computing income tax. For 2025, the standard deduction is $15,000 for single filers and $30,000 for married filing jointly. The estimator uses current-year brackets: 10%, 12%, 22%, 24%, 32%, 35%, and 37%. It accounts for the QBI phase-out thresholds for specified service trades or businesses (SSTBs) beginning at $191,950 (single) and $383,900 (MFJ) of taxable income. This is a planning tool for sole proprietors, single-member LLCs, partnerships, and S-corporation shareholders receiving guaranteed payments or distributive shares.

How to Use This Calculator

1

Enter Gross Revenue

Input your total business receipts before any deductions. This is your top-line revenue as reported on Schedule C line 1 or Form 1120-S.

2

Subtract Business Expenses

Enter total deductible business expenses including cost of goods sold, payroll, rent, insurance, supplies, and depreciation.

3

Select Filing Status and Income

Choose your filing status and add any W-2 wages or other non-business income that affects your bracket placement.

4

Review the Breakdown

The calculator produces your SE tax, income tax after the QBI deduction, total liability, and effective rate so you can plan quarterly estimated payments.

Key Concepts

Self-Employment Tax (IRC 1401)

The combined 15.3% tax (12.4% Social Security + 2.9% Medicare) on net self-employment earnings. You deduct 50% of SE tax from AGI under IRC Section 164(f).

QBI Deduction (Section 199A)

Pass-through owners may deduct up to 20% of qualified business income, subject to W-2 wage and property basis limitations above the income threshold.

Marginal vs. Effective Rate

Your marginal rate applies only to the last dollar earned. Your effective rate is total tax divided by total income and is always lower than the marginal rate.

Additional Medicare Tax

An extra 0.9% Medicare tax applies to self-employment income above $200,000 (single) or $250,000 (MFJ) under IRC Section 3101(b)(2).

Standard Deduction (2025)

$15,000 for single filers, $30,000 for married filing jointly. Reduces taxable income before brackets are applied.

Expert Insights

Effective Rate Reality Check: The most common mistake small business owners make is conflating their marginal bracket with their actual burden. A sole proprietor netting $100,000 in 2025 does not pay 22% on everything -- the first $11,925 is taxed at 10%, the next $36,575 at 12%, and only earnings above $48,475 face the 22% rate. After the standard deduction and half-SE-tax deduction, the effective federal rate is often closer to 18-21% when SE tax is included.

S-Corp Election Strategy: Entity selection is the single most impactful tax decision for a profitable small business. An S-corporation election under IRC Section 1362 can save thousands in SE tax by allowing the owner to take a reasonable salary (subject to FICA) while distributing remaining profits free of self-employment tax. However, S-corps require payroll administration, reasonable compensation analysis, and additional filing costs. The break-even point where S-corp savings exceed compliance costs is typically around $60,000-$80,000 in net profit, though this varies by state.

Quarterly Payment Reminder: Run this estimator at least quarterly. If your projected total tax exceeds $1,000, you are required to make estimated payments (Form 1040-ES) by April 15, June 15, September 15, and January 15 to avoid the IRC Section 6654 underpayment penalty.

Frequently Asked Questions

Not universally. Specified service trades or businesses (SSTBs) -- including law, accounting, health, consulting, athletics, and financial services -- face a phase-out of the QBI deduction when taxable income exceeds $191,950 (single) or $383,900 (MFJ) for 2025. Above the full phase-out range ($241,950 single / $433,900 MFJ), SSTBs receive zero QBI deduction. Non-SSTB businesses face W-2 wage and UBIA property limitations instead of a full phase-out.
This calculator covers federal taxes only. State income tax adds 0% (in states like Florida, Texas, Wyoming) to 13.3% (California top rate). Many states also impose franchise taxes or gross receipts taxes on businesses. Include your state burden when calculating total quarterly estimated payments. The $10,000 SALT deduction cap under IRC Section 164 limits the federal benefit of state taxes paid for itemizers.
The 2025 Social Security wage base is $176,100. The 12.4% Social Security portion of SE tax applies only to net self-employment earnings up to this threshold. The 2.9% Medicare portion has no cap, and the Additional Medicare Tax of 0.9% applies to combined SE earnings and wages exceeding $200,000 (single) or $250,000 (MFJ).
For 2025, the standard deduction is $15,000 (single) or $30,000 (MFJ). Itemizing only makes sense if your combined Schedule A deductions (state/local taxes capped at $10,000, mortgage interest, charitable contributions, medical expenses above 7.5% of AGI) exceed these amounts. Post-TCJA, roughly 87% of filers take the standard deduction.
Under IRC Section 164(f), you deduct 50% of your self-employment tax as an above-the-line adjustment on Schedule 1, line 15. This simulates the employer-portion deduction that W-2 employees receive. The deduction reduces your AGI, which in turn lowers your income tax but does not reduce the SE tax itself. On $100,000 of net SE earnings, the SE tax is approximately $14,130, so the AGI deduction is about $7,065.

This calculator provides estimates for educational purposes only. Tax laws change frequently and individual circumstances vary. These estimates do not constitute tax advice. Consult a qualified CPA or tax professional before making tax-related decisions.

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