Most business owners unknowingly overpay thousands every year in taxes. Answer 12 quick questions to see if you qualify for proactive strategies that could save you money and unlock more cash flow.

Tax Assessment Quiz

Full Name

Email *

Phone

What percentage of your income would you estimate goes to taxes each year? *

Less than 20%

20–30%

30–40%

Over 40%

I don’t know

Which of these describes your current approach to taxes? *

I file once a year and hope for the best.

I meet with my CPA/bookkeeper occasionally.

I have a tax plan I review throughout the year.

I don’t really know what my strategy is.

Do you currently have a bookkeeper handling your books? *

Yes, in-house employee

Yes, outsourced service

My spouse/partner does it

I do it myself

Nobody consistently handles it

How confident are you that your books are accurate and tax-ready each month? *

Very confident

Somewhat confident

Not confident

No idea

Do you have a proactive tax plan designed specifically for high-income professionals like dentists? *

No plan

My CPA handles taxes at year-end

I have an ongoing proactive tax reduction strategy

I meet with my CPA mid-year to plan

What kind of business entity are you operating under? *

Sole Proprietorship / Schedule C

LLC

S-Corp

C-Corp

Partnership

Not sure

Has your CPA ever proactively called you with a new tax-saving idea during the year? *

Yes, regularly

Occasionally

Rarely

Never

Do you review tax strategy before December 31st each year? *

Yes, every year

Sometimes

Within the Last Year

Rarely

Never

Captcha

Have you used strategies like Section 179, entity restructuring, or retirement plan optimization in the past 3 years?

Yes, multiple

One or two

Not sure

None

How much did you pay in taxes last year (approximate total across all taxes)?

Less than $25,000

$25,000–$50,000

$50,000–$100,000

$100,000+

I’m not sure

How do you feel about the amount you pay in taxes?

I’m confident it’s the minimum legally required.

I think I’m overpaying but don’t know what to do.

I know I’m overpaying and I need help.

Do you currently work with a tax advisor or CPA you’re satisfied with?

Yes, and I’m happy with them

Yes, but I’m not fully satisfied

No, not really

If you could keep more of what you make with proactive planning, would you be open to a second opinion from a tax strategist?

Yes, definitely

Possibly, I’d consider it

No, I’m not interested