BOSS OPTIMIZER

TAX SAVINGS STRATEGY ASSESSMENT
1. How did you hear about us?*
Please Specify:*
2. What are your main business concerns/ultimate goals?(Be Very Detailed)*
Be very specific
3. How do you believe we can help?(Be Very Specific)*
4. Name*

First NameLast Name
5. Email*
example@example.com
6. What is your filing status?*
7. What is your marginal tax rate?(What Tax Bracket Do You Fall In) Refer to the above chart, find your net income in the right column and then select your % in the box below -which will be to the left of that same row*
8. What forms do you file for your business? *
Please Specify*
TAX SAVINGS STRATEGY ASSESSMENT
9. Does your spouse work in the business?*

YesNo
10. Business Name*
11. What state do you file your individual state tax returns?*
12. In what state is your business operating?*
13. What is your percentage of ownership?*
14. What services do you provide?*

DesignSoftware DevelopmentSales/Marketing/Business DevelopmentVideo GraphyCoaching/ConsultingOther
15. Is this a specified service?*
16. How many employees do you have?*
17. How many business owners are there for this business?*
18. How many businesses do you own?*
19. How many years have you been in business?*

TAX SAVINGS STRATEGY ASSESSMENT
20. What is your business entity*
Please specify:*
21. What is the current/projected annual gross revenue in your business?*
22. What is the current/projected annual net revenue in your business?*
23. What was your estimated amount paid in taxes this previous year?*
24. How much was your approx. salary for the previous tax year or expected for this year from your business? (If you do not pay yourself a salary enter 0)*
25. What is your approx. previous year W2 income?*
26. What is/was your approx. taxable income? (If you worked for someone this would be W2- Enter 0 if no taxable income*
27. What is the approx. amount of income that is subject to self employment tax if any? Enter 0 if no self employment tax*
28. What is the approx. amount of capital gains income if any? (Gains from investments) enter 0 if no capital gains income*