Self-Assessment

The Tax Efficiency Scorecard.

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.