Business Tax Efficiency
Estimated time to complete:
less than 5 minutes
Business Operations
Business Name
How is your business currently structured?
Sole Proprietorship (Schedule C)
S-Corporation
C-Corporation
LLC
Partnership
Do you know how your tax is calculated for the following (select all that apply)
Federal Tax
State Tax
Social Security / Medicare Tax
How do you handle your business's financial reporting? (select all that apply)
Paper Records
Microsoft Excel Worksheets
QuickBooks
Other
Fringe Benefits
Are you currently using any type of retirement account(s)? (select all that apply)
SEP
IRA
ROTH IRA
401k
SIMPLE IRA
How do you handle your health insurance and medical expenses? (select all that apply)
I pay for it
Covered by spouse's plan
We use an HSA as well
Do you have family members that help you with your business?
Yes
No
General Business Feedback
Select your level of comfort with the following:
Rows
Uncomfortable
Somewhat uncomfortable
Neutral
Somewhat comfortable
Fully comfortable
Current Entity Structure
Business Reporting
Capturing Business Expenses
Understanding of tax impact on your business
You are almost DONE! Review the two items below.
SUBMIT YOUR ANSWERS
: Once complete, click "Submit Answers" to transmit your response to our office. Select "Save for Later" if you'd like to edit responses prior to submitting.
YOUR ANSWERS WILL BE REVIEWED
: We will review your submission to determine next steps. Thank you for your time in completing this form!
Save for Later
Submit Answers
Should be Empty: