Free Assessment Tool
How Much Are You
Leaving on the Table?
Answer 8 quick questions to see how much your business is quietly leaking to the IRS each year — and which specific strategies would close it.
8
Questions
~2 min
To complete
Free
No obligation
Step 1 of 4 — Business Basics
What is your business's annual gross revenue?
Choose the range that best reflects your most recent full year.
How is your business currently structured?
Select your primary entity type.
Step 2 of 4 — Profit & Income
What is your approximate net profit margin?
After all business expenses, before owner draws or distributions.
What is your estimated total personal income?
Combined W-2 salary, owner distributions, and all other sources.
Step 3 of 4 — Advisory Gaps
Four quick yes / no questions
These identify which specific strategy gaps are driving your leakage.
Does your business own real estate, heavy equipment, or commercial vehicles?
Yes
No
Has your CPA reviewed your depreciation strategy or run a cost segregation study in the last 2 years?
Yes
No
Do you have a qualified retirement plan beyond a SIMPLE IRA or basic 401(k)?
Yes
No
Has your entity structure been reviewed for tax efficiency in the last 3 years?
Yes
No
Analyzing your tax position…
- Evaluating entity structure & SE tax exposure
- Reviewing depreciation & cost segregation gaps
- Calculating retirement plan leakage
- Scanning missed credits & recent tax law changes
- Estimating your annual leakage range
Where it's likely going
Estimated annual leakage by strategy category
What this means for you
Ready to stop the leak?
In a 30-minute Profit Architecture conversation, I'll show you which 2–3 of these strategies apply to your specific situation — and what a realistic recovery looks like in the next 90 days.
No obligation. No pitch. Just the numbers.
Important: These estimates are illustrative only, based on general benchmarks for businesses at your revenue and profile. They do not constitute tax, legal, or financial advice and should not be relied upon for tax planning decisions. Actual recoverable amounts vary significantly based on individual circumstances, entity structure, and applicable tax law. Consult a qualified tax professional regarding your specific situation.