Advanced Tax Leverage Assessment
Discover your Tax Efficiency Score and hidden money leaks in just 5 minutes
Question 1 of 20
1. What's your current business structure?
2. What's your annual business revenue?
3. How do you currently handle tax planning?
4. What retirement planning strategies are you using?
5. How well do you track and optimize business expenses?
6. Do you own real estate for investment or business use?
7. How often are you surprised by your tax bill?
8. What estate planning strategies do you have in place?
9. How are your investments structured for tax efficiency?
10. How do you handle quarterly estimated tax payments?
11. What professionals are on your financial team?
12. Do you utilize advanced business tax strategies?
13. How do you handle international tax considerations?
14. What's your approach to business succession planning?
15. How do you optimize employee benefit programs for tax efficiency?
16. What's your current effective tax rate?
17. How do you handle state tax optimization?
18. What's your approach to charitable giving and tax benefits?
19. How do you manage tax compliance and audit risk?
20. What's your biggest tax-related challenge or goal?
Your Tax Efficiency Score
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