Tax and Cash Flow Plan – Assumptions Gathering

1
Salesforce ID
2
Full Name* This field is required.
First Name
Last Name
3
Business Name* This field is required.
4
Email* This field is required.
example@example.com
5
Income Assumptions* This field is required.What do you anticipate for your net commission income this year? (Net commission income is calculated after brokerage firm splits.)
6
Vehicle Mileage* This field is required.What do you anticipate for the business mileage of your vehicle? (Note: Driving from your home to the office is considered commuting and is not eligible as business mileage.)
7
Business Meals* This field is required.What do you expect to spend on business meals? Please enter the full cost. (Reminder: Business meals are 50% deductible.)
8
Other Deductible Business ExpensesWhat additional deductible business expenses do you anticipate this year (beyond what you’ve already listed)? Please keep in mind the following notes: Do not include health insurance premiums as they will be requested on another screen. Entertainment expenses (e.g., sports tickets, event tickets, golf green fees) are not deductible. Gifts to clients are limited to $25 per individual per year. Do not include fees paid to us for S Corp Management, Bookkeeping, Payroll, or Tax Preparation. If your brokerage firm reimburses certain expenses, do not include those.
9
401(k) Contributions(Contribution limits for 2026 are up to $80,000 if age 50 or older, or $72,000 if younger. This total includes: Employee deferrals (limit: $24,500, with a $8,000 catch-up for those 50+; due by year-end). Employer profit sharing (up to 25% of W-2 wages, capped at $47,500).)
Please Select
Please Select
MAYBE
NO
YES
10
401(k) Contribution AmountHOW MUCH?
11
Health Insurance* This field is required.Are you the primary policyholder of your health insurance? Yes – Ensure that premiums are paid from the business account. No – No further action needed.
YESNO
12
Health Insurance Premium (Annual Amount)HOW MUCH?
13
Marital Status (Employment)If you’re married, does your spouse have full-time employment?
Please Select
Please Select
No
Not Married
Yes
14
Additional Tax ConsiderationsIs there anything else we should consider for your business or personal tax situation?
Huge
Large
Normal
Small
Ok
Ok
15
Integration Author
16
Submission Date
Date
Month
Day
Year
Should be Empty: