Most business owners are overpaying on taxes and have no idea. This assessment identifies the specific strategies you are missing, and shows you how simple getting it right can actually be.
Most people are surprised by how easy this actually is.
The biggest thing holding business owners back is thinking their situation is too complicated or too messy to deal with. It almost never is. Here is what getting started with EXEQadvisor actually looks like.
These are the things we hear most often before someone becomes a client. If any of these sound like you, the assessment will tell you exactly where the gaps are.
I have a CPA but I only really hear from them around tax time. I have no idea if I am actually set up the right way.
I got a tax bill this year that completely caught me off guard. I thought I was doing everything right.
I feel like I am paying more than I should but I do not know what I am missing or who to ask.
My books are a mess and I keep putting off dealing with it because I do not know where to start.
This is not a generic quiz. It is the same diagnostic framework EXEQadvisor uses in every new client consultation, built around the nine tax and financial strategies that most business owners are missing. When you finish, a member of the EXEQ team reviews your results personally and shares specific observations, not a generic email. And if there is something worth talking about, the path forward is simpler than you probably expect.
About your business structure, how you pay yourself, and what planning conversations you have had with your CPA.
See exactly which strategies apply to your situation and an estimate of what they could mean for you financially.
Not an automated sequence. A member of the EXEQ team looks at your results personally and shares what stands out. No pitch.
No pressure. If there is an opportunity worth discussing you will know. If there is not, you will know that too.
The assessment evaluates each of these. Most business owners have never had a real conversation about more than one or two of them.
Are you in the right structure for your revenue and goals? The wrong entity means overpaying every single year.
Most Common GapHave you made the S-Corp election? For most business owners above $150K this is one of the biggest missed opportunities.
High ImpactMost business owners are not taking advantage of state-specific deductions and credits available to them.
A SEP, Solo 401K, or defined benefit plan is one of the most powerful deductions available. Most CPAs never bring it up.
Often OverlookedFrom vehicle use to home office, meals, and equipment. Most business owners are leaving significant deductions on the table each year.
Section 179 expensing, bonus depreciation, and cost segregation. Most business owners miss significant accelerated write-offs on equipment and property.
Cash or accrual, and is your method optimized for how your business actually operates? This affects more than most realize.
Shifting income to family members through legitimate payroll and business structures. A legal strategy most business owners have never had a conversation about.
Has anyone ever sat down with you and planned ahead before the year was over? Or do you only find out what you owed in April?
The Biggest Gap"I could not have had a more seamless and hassle free experience. They have exceeded my expectations. This is a true 5 star company and I am excited for our long term business relationship."
"Ricky Moore is the best-kept secret in CPAs. Efficient, personable, and excellent at what he does. His knowledge and expertise have been invaluable in finding strategies to plan for both our business and personal taxes."
"Hiring Ricky Moore was the best decision I have ever made for my business. I can rest easy knowing I am getting the best return possible and Ricky is always available to discuss ideas and options."
Savings figures shown are illustrative estimates reflecting opportunities identified during a review, not guaranteed or realized results. Individual results vary based on each business’s specific circumstances. Testimonials reflect the experiences of individual clients and are not a guarantee of future outcomes.
No generic advice. No automated follow-up. A member of the EXEQ team reviews every assessment personally and shares specific observations. And if there is an opportunity, getting started is a lot easier than you probably think.