Census Form - Business Benefits Consultants

Submitters Full Name *

Submitters Phone

Submitters Email *

Clients Business Name *

Business Address

Street Address

City

ZIP / Postal Code

Country

Client Email

Client Phone Number

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 and earned income of the owners/ partners?

List family members and relationship (If employees or owners in the business)

Do the owners own any other businesses?YesNo

Are they related to this business?YesNo

Any common employees?YesNo

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We will need a complete census to begin working on the plan design proposal

Download The Census Form

Once completed, please email the form to info@bbconsultantsllc.com

What is the average profit?

What is the average net income?

Are there currently any retirement plans in place?YesNo

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If yes please email the following to info@bbconsultantsllc.com

last year's Valuation
Last year's 5500
Adoption agreement (if) there is a 401k

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?

What are cash flow needs for next 2 years, i.e. plans to buy real estate, scale, etc.

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

Do you have employees?YesNo

Is this business part of a Controlled Group or an Affiliated Service Group?YesNo

Do you have any union employees?

Please list all physical business addresses where your employees work:

Request for an Owners Enhanced Benefits Proposal

Tax Savings Calculator Questionnaire