WEALTH GROUP ®
🚨 START HERE: The Reality Check
Most business owners think their "good CPA" means they're financially optimized.
The truth? 90% of CPAs provide excellent compliance but ZERO strategic planning.
This 5-minute assessment reveals exactly what you're missing.
🎯 Your Final Score Breakdown
⏰ The Compound Cost of Waiting:
10-Year Cost
$675K - $2.1M
20-Year Cost
$2M - $6.2M
Reality Check: What are you paying your CPA annually vs. what you could be saving?
✅ Quick Wins: Strategies You Can Implement This Month
1. S-Corporation Review
If you're an LLC earning $75K+:
- Request S-Corp analysis immediately
- Calculate optimal salary level
- Potential savings: $5K-$15K annually
2. Retirement Optimization
Beyond basic 401(k):
- Evaluate Solo 401(k) options
- Consider defined benefit plans
- Potential savings: $10K-$30K annually
3. Equipment Strategy
Section 179 deduction optimization:
- Time equipment purchases strategically
- Up to $1.16M immediate deduction available
- Potential savings: $3K-$12K annually
4. Home Office Audit
Maximize legitimate deductions:
- Measure and document office space
- Calculate proper percentage
- Potential savings: $2K-$8K annually
🟢 SCORE: 60-75 Points
Congratulations! You have a Strategic Tax Advisor
✅ What this means: You're receiving comprehensive strategic planning beyond basic compliance
✅ Annual savings: Already optimized, likely saving $15K-$50K+ annually vs basic services
✅ Action needed: Continue current relationship, consider expanding with quarterly strategic reviews
🎯 OPTIMIZATION OPPORTUNITIES:
- Request quarterly strategic planning sessions
- Ask about additional advanced strategies as your business grows
- Request introductions to their professional network
- Consider expanding services for estate planning integration
🟡 SCORE: 40-59 Points
You have a Hybrid Advisor with Significant Gaps
⚠️ What this means: Good compliance work with limited strategic planning
⚠️ Annual savings potential: $10K-$40K in additional savings likely available
⚠️ Action needed: Request strategic planning meeting, evaluate advanced strategies
🎯 IMMEDIATE ACTION REQUIRED:
- Schedule dedicated 2-hour strategic planning session
- Request analysis of S-Corp optimization opportunities
- Ask about advanced retirement plan options (defined benefit, cash balance)
- Demand proactive communication throughout the year
- Request business structure optimization review
⚠️ WARNING SIGNS TO MONITOR:
If your CPA seems uncomfortable with strategic discussions, can't explain advanced strategies, or discourages optimization opportunities, you may need to consider upgrading your advisory relationship.
🟠 SCORE: 20-39 Points
Compliance-Focused CPA (Major Opportunities Missed)
🚨 What this means: You're missing substantial tax optimization opportunities
🚨 Annual savings potential: $25K-$75K+ being missed annually
🚨 Action needed: Get second opinion from strategic tax advisor immediately
🎯 CRITICAL NEXT STEPS:
- Complete "Quick Wins" assessment (continue to next section)
- Interview 2-3 strategic tax advisors within 30 days
- Request strategic planning proposal from current CPA
- Calculate your actual tax overpayment using our calculator
- Make transition decision before next tax season
💰 WHAT THIS IS COSTING YOU:
Based on your score, you're likely overpaying $25,000-$75,000 annually. Over 10 years with compound growth, this represents $500,000-$1,500,000 in lost wealth building opportunity.
🔴 SCORE: 0-19 Points
Compliance-Only Service (Financial Emergency)
⛔ What this means: You're significantly overpaying taxes with no strategic planning
⛔ Annual savings potential: $50K-$150K+ being missed annually
⛔ Action needed: Find strategic advisor immediately - this is costing you massive wealth
🚨 EMERGENCY ACTION PLAN:
- Schedule consultations with 3 strategic tax advisors within 15 days
- Implement "Emergency Optimization" strategies immediately
- Calculate your exact overpayment using our calculator (next section)
- Plan transition by next tax season (cannot wait)
- Consider mid-year strategy implementation if possible
🚨 CRITICAL FINANCIAL IMPACT:
Your current arrangement is likely costing you $50,000-$150,000 annually. Over 20 years, this represents $2,000,000-$6,200,000 in lost wealth. This is a financial emergency that requires immediate action.
Ready to Stop Overpaying and Start Building Wealth?
If this assessment revealed significant gaps, don't let another tax season pass without addressing them. The compound cost of inaction is simply too high.
For 6-7-8 Figure Business Owners
| Missed Opportunity | Annual Cost | 10-Year Impact |
|---|---|---|
| S-Corporation Optimization | $8,000 - $25,000 | $110,000 - $344,000 |
| Advanced Retirement Planning | $10,000 - $30,000 | $138,000 - $413,000 |
| Strategic Business Deductions | $5,000 - $15,000 | $69,000 - $207,000 |
| Equipment Purchase Timing | $3,000 - $12,000 | $41,000 - $165,000 |
| Real Estate Integration | $8,000 - $20,000 | $110,000 - $275,000 |
| Advanced Wealth Strategies | $15,000 - $50,000 | $207,000 - $689,000 |
| TOTAL ANNUAL OVERPAYMENT | $49,000 - $152,000 | $675,000 - $2,093,000 |
⏰ The Compound Cost of Waiting:
10-Year Cost
$675K - $2.1M
20-Year Cost
$2M - $6.2M
Reality Check: What are you paying your CPA annually vs. what you could be saving?
✅ Quick Wins: Strategies You Can Implement This Month
1. S-Corporation Review
If you're an LLC earning $75K+:
- Request S-Corp analysis immediately
- Calculate optimal salary level
- Potential savings: $5K-$15K annually
2. Retirement Optimization
Beyond basic 401(k):
- Evaluate Solo 401(k) options
- Consider defined benefit plans
- Potential savings: $10K-$30K annually
3. Equipment Strategy
Section 179 deduction optimization:
- Time equipment purchases strategically
- Up to $1.16M immediate deduction available
- Potential savings: $3K-$12K annually
4. Home Office Audit
Maximize legitimate deductions:
- Measure and document office space
- Calculate proper percentage
- Potential savings: $2K-$8K annually
Enter Your Information to See Your Potential Savings:
💰 Your Potential Annual Tax Savings:
⏰ The Cost of Waiting:
Ready for Expert Help? Our senior financial consultants will review your specific situation and show you exactly how the Tax Freedom Framework™ applies to your business.
Use This Script in Your Next CPA Meeting:
"I've been evaluating our tax planning strategy and want to make sure I'm optimizing everything possible. I completed an assessment that revealed some potential gaps, and I have specific questions about opportunities we might be missing:"
🎯 KEY QUESTIONS TO ASK:
- "What's my effective tax rate compared to other business owners at my income level?"
- "What are the three biggest tax optimization opportunities you see for my business?"
- "Should I consider S-Corp election, and what would my optimal salary be?"
- "What advanced retirement strategies beyond basic 401(k) should I consider?"
- "How do you coordinate tax planning with estate planning and investments?"
- "What's your process for proactive tax planning throughout the year?"
- "Can you explain strategies like captive insurance or defined benefit plans for my situation?"
🚩 RED FLAGS TO WATCH FOR:
- "That's too complex for your level"
- "We focus on keeping things simple"
- "Those strategies are risky" (without specific explanation)
- Inability to explain strategies in detail
- No proactive suggestions or ideas
- Dismissive of optimization opportunities
✅ GREEN FLAGS TO LOOK FOR:
- Specific knowledge of advanced strategies
- Proactive suggestions for your situation
- References to successful client implementations
- Willingness to coordinate with other professionals
- Enthusiasm for tax optimization opportunities
🎯 YOUR 30-DAY ACTION PLAN
WEEK 1: ASSESSMENT
- Complete CPA assessment ✅
- Calculate current effective tax rate
- Review Quick Wins checklist
WEEK 2: EVALUATION
- Use meeting script with current CPA
- Request strategic planning proposal
- Assess their response quality
WEEK 3: RESEARCH
- Research strategic tax advisors
- Schedule 2-3 consultations
- Prepare interview questions
WEEK 4: DECISION
- Make advisory decision
- Implement Quick Win strategies
- Plan transition timeline
Skip the Trial and Error - Get Expert Guidance
Why navigate this alone when you can get a personalized analysis from tax optimization experts?
📞 Schedule My Complimentary ConsultationNo obligation • No fees • No pressure • Just honest answers about what's possible
WEALTH GROUP ®
Your Business Success Shouldn't Be Penalized by Inadequate Tax Planning
This assessment has shown you exactly where you stand and what's possible. The question now is: what will you do with this information?
💡 Remember
Every month you delay costs you real money in tax savings and compound growth opportunities.
💰 Investment
Strategic tax planning is an investment, not an expense. The ROI is typically 300-1000%.
⏰ Timing
The best time to optimize was last year. The second-best time is right now.
🎯 Take Action Today
Don't let another tax season pass without optimizing your strategy. Your future self will thank you for taking action today.
🚀 Schedule My Free Strategy SessionNo pitch, no pressure - just expert analysis of your situation and clear next steps.
Preserve Wealth Group®
Keep More of Your Wealth, Pay Less in Taxes--Legally
This assessment is for educational purposes only and does not constitute tax, legal, or financial advice. Results may vary based on individual circumstances.