Self-Assessment
The Tax Efficiency Scorecard.
The Tax Efficiency Scorecard is a free, ten-minute self-assessment that grades your current tax structure using the same checkpoints we use in a full financial review. It covers entity choice, compensation, retirement, real estate, and documentation, and flags where your structure may be exposed. It is built from the same checkpoints used in the $4,500 Tax Analysis.
See how exposed your current tax structure really is. In under ten minutes.
Most owners cannot tell you whether their structure is engineered or improvised. The Scorecard walks you through the same checkpoints we use in a financial review, so you can grade your own exposure honestly before you ever talk to us.
- A diagnostic across entity, compensation, retirement, real estate, and documentation.
- Scoring rubric that flags structural overpayment risk by category.
- A short list of the highest-leverage moves available given your score.
- Built from the same checkpoints in our $4,500 Tax Analysis.
Prosperity Tax Advisors
The Tax Efficiency Scorecard
Diagnostic checkpoints that grade your current structure against an engineered one.
Resource Guide
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Frequently asked questions
How long does the Scorecard take to complete?
Most people can work through it in under ten minutes. It walks through the same checkpoints we use in a financial review, so you can grade your own structure honestly before talking to anyone.
What does the Scorecard actually check?
It checks your structure across entity choice, compensation, retirement, real estate, and documentation, the same categories we look at in a full review. Your specific score depends on your own facts and answers.
What should I do after I get my score?
The Scorecard gives you a short list of the highest-leverage moves based on your answers. If you want your real-world score reviewed against an engineered structure, the next step is booking an intro call.