Census Form - Business Benefits Consultants

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Proposal Request

Request for an Owners Enhanced Benefits Proposal

Submitters Full Name *

Submitters Email *

Business Name *

What type of business is it (LLC, S-Corp, C-Corp,) and what do they do, in detail?

If LLC, what is the tax status? (Sole Proprietor, Partnership, Corporate)

How many owners and partners are there?

What are the names of the owners and partners?

Do the owners own any other businesses? Are they related to this business? Any common employees?

What is the approximate earned income for owners?

Owner 1

Owner 2

Owner 3

Owner 4

What is the average profit?

What is the average net income?

Are there currently any retirement plans in place? 401(k), SIMPLE or SEP?

Is there a match on that retirement plan? How does it work?

Do the owners/partners max out their contributions?

When we’re designing this plan, what is the most important solution that we want to solve for? (tax deduction and savings, catching up on building for retirement, adding benefits to retain and attract employees)?

When do the owners/partners intend to sell/close the business? How much longer do they want to work?

Would you like the plan to be used to remove profits from the company without taxes being paid on them?

If you were to sell now or in the future, would it be an outside buyer or an internal sale?

Do you expect cash flow to remain steady over the next three to five years?

Do you have any union employees?

Do you have employees?YesNo

List all business addresses if there are employees at multiple locations

We are a team of expert practitioners with our main goal to seek out the most efficient Defined Benefit design and tailor it toward your unique business goals and objectives. We aim to save you thousands of dollars of taxes for ultimate business success!

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Business Benefits Consultants, LLC is not an actuary, advisor, recordkeeper, or accounting professional. We encourage and work alongside with any of your advisors prior to implementing any strategies. All items presented are only estimated numbers based on concept. We are not Rendering advice. The information contained is provided for informational purposes only, and is not intended as a substitute for obtaining accounting, tax, or financial advice from anyone. Presentation of the information is not intended to create, and receipt does not constitute, a client relationship in any way. Any depiction of dollars saved are only approximate and estimated values. They are not be construed as actual or updated. These numbers are solely for illustrative purposes. In no way should BBC be held liable for any formula used to calculate nor be held accountable to the details surrounding these numbers.

Tax Savings Calculator Questionnaire

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Proposal Request