Tax Gap Engine
How much are you overpaying the IRS every year?
Tax Profile
Does this business currently have employees?
Employment tax optimization opportunities
Own commercial or investment real estate?
Cost segregation & bonus depreciation
Develops products, software, or new processes?
R&D tax credit eligibility (IRC §41)
Currently using an HSA or HRA?
Health savings & reimbursement accounts
Do you have a qualified retirement plan?
SEP-IRA, Solo 401(k), Defined Benefit
Do you have a home office or pay for cell/internet?
Accountable plan & Augusta Rule
Do you purchase heavy vehicles or equipment?
Section 179 & bonus depreciation
Do you pay state income tax?
Pass-Through Entity Tax (PTET) election
Estimated Tax Savings Breakdown
Entity Restructuring
+$0
HSA / HRA Setup
+$1,800
Qualified Retirement Plan
+$3,500
Total Minimum Estimated Annual Savings
$5,300
The Compounding Cost of Inaction
10-Year Cost of Inaction at 6%
$70K