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Owners Enhanced Benefit Tax Strategy Questionnaire

This questionnaire helps determine whether it makes sense to allocate design and actuarial resources toward a tax strategy for your business. These strategies are most effective for business owners who are prepared to act within the current tax year.

Please answer candidly.

Name

Email Address

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Decision Timeline:

1. Implementation LikelihoodOn a scale of 1–10, how likely are you to implement a tax strategy within the next 30 days if the economics and structure are favorable?

2. Timing PriorityWhen would you ideally like a strategy in place?ImmediatelyWithin 30–60 daysLater this yearExploring only, no timeline

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Tax Awareness:

3. Prior Year TaxesTotal federal and state taxes paid last year:

4. Current Year ProjectionEstimated taxes this year if no changes are made:

5. Tax SensitivityIf no action is taken, are you comfortable paying this projected amount?YesNo

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Decision Authority:

6. Decision MakersWho must approve this decision besides you?

7. AlignmentAre all decision makers aware this planning is being considered?YesNo

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Funding Reality:

8. Contribution Comfort RangeIf recommended, are you prepared to allocate capital to a qualified plan strategy?$150k annually$150k–$250k annually$250k-$500k annually$500k-1M annually

9. Liquidity SourcePrimary funding source:Business cash flowExcess reserves

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Commitment Check:

12. Priority LevelWhich best describes your mindset?I am actively looking to implement this strategy to drastically reduce my taxesI am comparing different optionsI am just learning

13. Opportunity Cost MindsetWhich statement do you agree with most?Paying unnecessary taxes is something I am deeply committed toI prefer simplicity even if it costs more in taxes

T's & C'sI understand these strategies require coordination and commitment. I understand there is a lot of work being put in by the experts and resources involved to customize and propose the more efficient design for me . By accepting you agree to our TermsI Accept

Printed Name:

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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© 2025 | All Rights Reserved Disclosures

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.

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Tax Savings Calculator Questionnaire

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