Smart tax planning isn’t a once-a-year scramble—it’s a year-round system that aligns your entity, owner pay, bookkeeping, and timing of deductions so you legally keep more of what you earn. Our quick Tax Strategy Assessment surfaces the most common profit leaks we see in owner-led businesses: S-Corp reasonable compensation that’s out of sync, missed deductions (home office, mileage, equipment), weak quarterly estimate routines, multi-state exposure from remote staff, and books that aren’t “tax-planning ready.” In about three minutes you’ll receive a simple score with prioritized fixes—what to tighten now, what to calendar later, and what to discuss with a CPA.
We serve business owners across Colorado, New Mexico, and Wyoming, so the guidance reflects regional realities. After your score, explore our Tax Planning, see how our Bookkeeping & Payroll removes busywork, compare Monthly Packages, or book a 15-minute call to review your results. If you operate in one of our focus niches, visit Industries for niche-specific guidance. Start the quiz above—your numbers will thank you at year-end.
Tax Strategy Assessment FAQs:
What will I learn from the quiz? You’ll get a scorecard showing missed deductions, entity/owner pay alignment, multi-state exposure, estimate planning gaps, and a prioritized action list to lower taxes.
Who should take it? Owner-led businesses in CO, NM, or WY—S Corps, LLCs, and sole proprietors—especially if you want proactive tax planning instead of last-minute filing.
What should I do after I get my score? Review our Tax Planning, page, pick a fit on Monthly Packages, and book a 15-minute call to walk through your results.
Can your team help implement the fixes? Yes—we can align entity and reasonable comp, improve estimates, and clean up books via Bookkeeping & Payroll.