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Find the tax strategy gaps hiding inside your growing business.

Take the 4-minute Business Tax Opportunity Map. You'll get your Tax Opportunity Score across 7 planning categories, a personalized gap report prepared by our advisory team within one business day, and your top three priorities in plain English. For privately held businesses with $1M+ in revenue. This diagnostic is educational and does not constitute tax, legal, or financial advice.

Annual revenue
Entity type
1. When do you and your tax professional talk strategy?
At filing time
Once mid-year
Throughout the year, on a planning calendar
2. Have you ever been surprised by your tax bill?
Every year
Occasionally
Rarely — we project quarterly
3. When did a professional last evaluate whether your entity structure still fits your revenue, profit, and ownership?
Never
3+ years ago
Within the last 2 years
4. How was your owner compensation (salary vs. distributions) set?
We guessed
Set once, never revisited
Reviewed annually against strategy
5. Does your retirement plan design reflect your profit level — or is it a default 401(k) someone set up years ago?
No plan
Default plan, never optimized
Designed around our numbers
6. Have you evaluated advanced owner-benefit strategies (plan design, HSA strategy, executive comp)?
Never heard of most of these
Aware, but haven't acted
Reviewed with an advisor
7. How current and reliable are your books?
Behind — cleanup needed
Current, but basic
Current, with management-level reporting
8. Do you get reporting that tells you why profit moved — not just what the number was?
No
Sometimes
Yes, monthly
9. Do you have remote employees, multi-state sales, or property in more than one state?
Yes, never reviewed
Yes, partially reviewed
No — or fully reviewed
10. Do you own business real estate, or have you made significant buildouts or equipment purchases?
Yes, no planning done
Yes, some planning
No — or fully planned
11. How far are you from a possible sale, transfer, or succession?
Under 5 years, no plan
Thinking about it, nothing formal
A plan exists and is tax-coordinated
12. Is your business structured so a future exit wouldn't create avoidable tax friction?
No idea
Probably not
Yes, reviewed
13. Do your tax strategy, bookkeeping, payroll, and personal financial plan talk to each other?
Different providers, no coordination
Same provider, little strategy
One coordinated team
14. Is your business plan connected to your estate and family wealth plan?
No
Loosely
Yes, coordinated
Would you also like to see how your business, estate plan, and succession picture fit together?
Yes — include that in my review
Not right now
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