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Tax Readiness Assessment

How prepared is your tax strategy?

Most tax savings are decided months before a return is ever filed. This assessment shows you where yours stand and what is still open before the next deadline.

  • 24 questions

  • About 3 minutes

  • No documents needed

  • Your score at the end

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You'll get more than a number

Your answers are scored across the four areas that decide most of what a business owner actually pays. You'll see which are holding up, which are leaking, and what is worth addressing first.

Entity & compensation structure​

Retirement & income deferral​

Documentation & substantiation

Timing & quarterly estimates

Where your score can go

Every score falls into one of three bands. None of them are a verdict, they describe how far ahead of the calendar you're currently working, and moving up is usually a matter of a few decisions made earlier rather than a rebuild.

WHAT OUR CLIENTS SAY ABOUT US

TESTIMONIALS

"I'm totally happy with the service and the amount of investment into our partnership. Olga is very knowledgeable and ready to help, with a lot of experience working on tax savings. I had a great experience working with her!"

WHO SCORES IT

OLGA KVACH

Olga Kvach is a dynamic Certified Public Accountant (CPA) with a rich cultural background and diverse interests.  Originally from Belarus, Olga has spent the past 12 years in the USA, establishing herself as a respected CPA and Certified Tax Advisor. Her journey began in architecture, where she honed her analytical, structural, and creative skills. This foundation has proven invaluable as she transitioned into the world of finance and tax advisory.​ Her comprehensive knowledge and commitment to excellence have made her a trusted advisor for clients navigating the complexities of tax regulations and financial planning.

150+

BUSINESS SERVED

20+

YEARS OF EXPERIENCE

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Specialized

TAX STRATEGY

Built for owners in the middle of real decisions

The questions assume you're running something. If one of these sounds like your situation, the score will be worth the three minutes.

If you take S-corp or LLC distributions

Whether your salary split is defensible

You'll see how your salary-to-distribution balance compares to what's typical for your revenue band, and what it exposes you to if it sits outside that range.

If your income arrives on a 1099 or K-1

Which deferral options you're not using

You'll find out which retirement and timing structures are realistically available to someone in your position and which ones have a setup deadline you haven't hit yet.

If you recently crossed $250K in revenue

What your setup has outgrown

You'll see which thresholds you've passed and which parts of your structure were built for a smaller business and haven't been revisited since.

If you handle finances for a VFW post

Where your documentation stands

You'll see how your filing and record-keeping measure against what's expected of a post, and what's worth tightening before the next reporting cycle.

Your open windows come with the dates they close

A return records decisions that were already made. The decisions that actually move the number have their own deadlines and most land long before filing season. Your results tell you which of these are still available to you.

Why It's Worth Three Minutes

What changes once you know

A score on its own is trivia. What makes it useful is the position it puts you in for the rest of the year.

You find out now, not in April

Nearly every lever that lowers a bill has to be pulled during the year. Knowing where you stand in August means you still have months of room to use.

You get advice that's actually yours

Most tax content assumes a situation you may not be in. Your results are scored on your own answers, so what comes back applies to how you're actually set up.

You leave with a shortlist, not homework

One priority named, plus the windows still open and when they close. Enough to act on this month, without a project you'll never start.

Take This Quiz Now!

Get your score and your best next move

Twenty-four questions, about three minutes. You'll leave with a scored breakdown, the opportunity worth taking first, and the windows still open to you this year.

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