Are You Paying More Than You Should In Taxes?

Estimated Time to Complete: 5-10 minutes

QuickBooks OnlineQuickBooks DesktopExcel/Google Sheets/NumbersOther

	Never Thought About It Before	Unsure	Very Confident
Current Entity Structure
Reading Business Financials
Capturing Business Expenses
Understanding the Tax Impact of Your Business
Audit Proofing Your Records
Independent Contractor Compliance
How Your Taxes are Calculated
How Much Revenue You Need to Generate to have $1,000 in Post-Tax Income
Compliance and Tax Benefits of Employing Relatives

1 is I don't have a plan, 5 is Very Clear

Self-EmployedW2 IncomeOther

My business pays for itCovered by an employerHSAOther

Stock MarketReal EstatePrivate InvestmentsOther

Current and Updated Estate PlanPersonal BudgetPersonal Financial Statement Updated Annually

1 is I don't have a plan, 5 is Very Clear

1-23-4 (quarterly)More than 4

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Are You Paying More Than You Should In Taxes?

Business: Discovery

Income and tax projections: Are you on track?

Best Practices Check

Business: Planning Ahead

What are your financial goals?

Individuals: Discovery

Rental Properties

Individuals: Planning Ahead