Are you Overpaying the IRS?

Take this

2-minute Quiz to Find Out.

1. What best describes you?

I'm a business owner (grossing $500k+)

Employee I'm a high-earning W-2 ($250k+)

I'm building wealth through real estate or a side business.

Other

2. How is your business (or career) structured today?

Sole Proprietor / Single-Member LLC

Partnership / Multi-Member LLC

S-Corp

C-Corp

W-2 Only

3. Do you currently do any proactive tax planning during the year, or do you just file at tax time?

I just file my taxes when it's due. I personally file my own taxes.

I just file my taxes when it's due. I use a CPA, EA, or Tax Preparer to file my taxes.

I sometimes ask about tax-savings strategies.

I have a tax advisor who checks in mid-year.

4. What are you biggest tax frustrations right now?

My tax bill feels way too high.

I don't understand all the write-offs I could be taking.

I feel like my CPA/EA/Tax Preparer just files and doesn't give any advice.

I'm worried about IRS red flags or an audit.

5. Do you currently pay yourself (or your spouse) through payroll, distributions, or not at all?

Payroll (W-2)

Distributions / Draws Only

Both

Not Sure

6. Which of these do you already take advantage of?

Hiring kids/family in the business

Home Office / Augusta Rule

Retirement plan strategies (401k, SEP, Etc)

Real estate or cost segregation

None of the above

7. How many employees (if any) do you currently have?

1-5

6-20

20+

8. Do you currently own rental property or plan to invest in real estate in the next 12 months?

Yes, I already own property.

Not yet, but I plan to.

No interest in owning real estate.

9. How confident are you that you're paying the least amount legally possible in taxes?

100% confident

Pretty confident

Not very confident

No idea - I just sign what my Tax Preparer tells me

10. If we could show you a way to save $15-$50k+ in taxes each year, would you want to see how?

Yes, book me in!

Maybe, I'd like to learn more first.

Not right now.

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