FREE · 2 MIN
Find Out Where You Stand
Is Your CPA Actually
Working for You?
Working for You?
Answer a few quick questions and we'll show you exactly where you stand, personalized to your situation, not a generic calculator.
~2 minutes
Quick and focused
Personalized path
Questions match your situation
CPA-grade insight
Built by real CPAs
100% confidential
Your data stays private
No credit card. No commitment. Just clarity.
Before We Start
Do you own and run a business?
This shapes every question after it so your results are actually relevant to your situation. Pick the one that fits.
Your Personal Situation
What matters most to you right now?
Pick the one that hits closest to home. This shapes every question after it.
Step 1 of 7
How do you primarily earn your income?
Pick the one that makes up the biggest portion of what you earn. We’ll ask about other sources in a moment.
Step 2 of 7
What is your approximate annual household income?
Include all sources, salary, spouse income, investments, rental income, everything. Ballpark is fine.
Step 3 of 7
What is your tax filing status?
This affects your brackets, standard deduction, and several key planning strategies.
Step 4 of 7
Do you have any of these additional income sources?
Check everything that applies. These create specific tax planning opportunities, and are the areas most CPAs overlook entirely.
Check all that apply
Step 5 of 7
Roughly how much does that additional income add up to per year?
If you selected “none” on the last question, just pick the first option. If you have multiple sources, estimate the combined total.
Step 6 of 7
What does your current tax situation look like?
This is one of the most important questions, it tells us where the biggest gaps are likely to be.
Step 7 of 7
Last one, almost there.
This helps us personalize your results.
✓ Your personalized results are below.
Your Personal Tax Report
Here’s What You Could
Be Keeping.
Be Keeping.
This tool provides illustrative estimates only. Results do not constitute tax advice or establish a CPA-client relationship. Consult a licensed CPA before making any financial or tax decisions.
Estimated Additional Tax You Could Save Each Year
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with proactive personal tax planning through EXEQadvisor
Individual opportunities may overlap, so your actual combined savings depend on your full tax picture.
Est. Current Tax Bill
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Optimized Tax Bill
-
Your Household Income
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ROI on EXEQadvisor Fee
-
Important Disclaimer: All figures shown are illustrative estimates only, generated by an automated tool based on your answers. They do not constitute tax advice, a formal tax opinion, or the establishment of a CPA-client relationship. Results are not guaranteed and may not reflect your actual tax situation. Actual savings or tax liability depend on your complete financial picture, state taxes, deductions, and specific circumstances. This tool is intended to help you understand potential areas of opportunity, not to replace professional advice. Always consult a licensed CPA or tax professional before making any financial or tax decisions.
It’s Estimated You Could Be Leaving Money on the Table Every Year.
Most of the strategies that apply to your situation are ones your current CPA, or your tax software, has never brought up. Book a free 30-minute personal tax strategy call and we’ll show you exactly where your money is going and how to keep more of it. Fixed-fee pricing. No hourly billing. No surprises.
✓ Your personalized results are below.
Your Personal Tax Risk Report
Here’s What Your
Current Setup Is Costing You.
Current Setup Is Costing You.
Based on your answers. A full review with an EXEQadvisor CPA gives you the complete picture.
Estimated Tax Exposure Without a Proactive Plan
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Planned or unplanned, the bill comes either way
Est. Tax Without Planning
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Est. Tax With EXEQadvisor
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Estimated Penalty Exposure
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Cash Flow Improvement
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How EXEQadvisor Eliminates This for Individuals
✓
Proactive quarterly estimated tax management, no more underpayment penalties
We calculate exactly what you should be paying each quarter based on your actual income, not last year’s numbers.
✓
Year-end tax planning before December 31st, when it still matters
The window to make most tax moves closes on December 31st. We plan ahead so you always have options.
✓
Multiple income source coordination, withholding, timing, and reporting
W-2 withholding, 1099 income, rental income, and investment gains all interact. We manage the full picture so nothing slips through.
✓
Target delivery dates, you always know what’s coming and when
We commit to a delivery date for every return. No silence. No surprises. You hear from us before you have to ask.
✓
Fixed-fee pricing, so our bill is never a surprise either
You know exactly what you’re paying before we start. No hourly billing. No invoice surprises.
Important: Figures are estimates based on your answers and general federal guidelines. Actual tax exposure and penalty risk depend on your complete financial picture. A free review with an EXEQadvisor CPA gives you the accurate numbers.
Stop Getting Surprised by Your Own Tax Bill.
The number one reason people leave their CPA isn’t the tax bill, it’s that nobody warned them it was coming. EXEQadvisor is built around one promise: you will always know what’s coming before it arrives. Book a free 30-minute no-surprise personal tax review.
✓ Your personalized results are below.
Your Full Personal Tax Assessment
Two Problems.
One CPA That Solves Both.
One CPA That Solves Both.
Estimates based on your answers. A full CPA review gives you the exact numbers.
01: Your Risk Exposure
Estimated Tax Exposure Without a Plan
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Planned or unplanned, the bill comes either way
Penalty Exposure Risk
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Tax With EXEQadvisor
-
02: Your Savings Opportunity
Estimated Additional Tax You Could Save Each Year
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with proactive planning
Individual opportunities may overlap, so your actual combined savings depend on your full tax picture.
Est. Current Tax Bill
-
ROI on EXEQadvisor Fee
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How EXEQadvisor Handles Both, For Individuals
✓
Proactive planning, eliminates surprises and finds savings at the same time
Strategy sessions before year-end so every move is intentional, not reactive.
✓
All income sources coordinated, W-2, 1099, rental, investment, equity
We look at the full picture. Every source has its own rules and every interaction creates an opportunity or a risk.
✓
Retirement planning integration, 401(k), IRA, Roth conversion strategy
Retirement contributions are the largest personal tax lever most people never fully use.
✓
Fixed-fee pricing, the only surprise is how much you save
You know the number before we start. No hourly billing. No invoice surprises. Ever.
Important Disclaimer: All figures shown are illustrative estimates only, generated by an automated tool based on your answers. They do not constitute tax advice, a formal tax opinion, or the establishment of a CPA-client relationship. Results are not guaranteed and may not reflect your actual tax situation. Actual savings or tax liability depend on your complete financial picture, state taxes, deductions, and specific circumstances. This tool is intended to help you understand potential areas of opportunity, not to replace professional advice. Always consult a licensed CPA or tax professional before making any financial or tax decisions.
Less Tax. No Surprises. One Call.
EXEQadvisor handles both sides for individuals, proactive strategy that finds savings and proactive communication that eliminates surprises. Book a free 30-minute personal tax session. Fixed fee. All 50 states. No hourly billing.
Step 1 of 9
How are your books and accounting handled today?
This shapes the report we build for you. Pick the one that fits best.
Step 2 of 9
What’s your annual business revenue?
Ballpark is fine. Every level has strategies worth knowing about.
Step 3 of 9
After business expenses, roughly what’s left over?
If your business made $100, how much is still there after paying to run it, before paying yourself or taxes?
Step 4 of 9
How is your business set up for taxes?
Pick the one that sounds most like you, don’t worry about the technical terms.
Step 5 of 9
Which of these sound like you?
These are the most common areas where business owners overpay without realizing it. Check everything that applies.
Check all that apply, or continue if none fit.
Step 6 of 9
How confident are you that your financials are accurate and delivered on time?
1 means not confident at all, 5 means total confidence. This scores your Financial Clarity.
Step 7 of 9
Do you receive tax projections before year-end from your advisor?
A projection tells you what you’ll owe while there’s still time to act on it.
Step 8 of 9
Do you know what your business is currently worth?
Not a guess at revenue, the actual enterprise value if you sold.
Step 9 of 9
Do you have a plan for eventually selling or exiting the business?
Whether that’s a sale, a transfer, or stepping back, with a clear view of the after-tax proceeds.
📊
Your Report Is Ready
Unlock Your
Personalized Report
Personalized Report
Enter your info and an EXEQadvisor CPA will reach out to walk you through your results personally.
🔒 Confidential. Your info is only used to deliver your report and follow up directly. EXEQadvisor never sells or shares your data.
✓ Your personalized report is below.
Your Tax Savings Report
Here’s How Much More
You Could Be Keeping.
You Could Be Keeping.
This tool provides illustrative estimates only. Results do not constitute tax advice or establish a CPA-client relationship. Consult a licensed CPA before making any financial or tax decisions.
Estimated Additional Cash in Your Pocket Each Year
-
with proactive tax planning through EXEQadvisor
Individual opportunities may overlap, so your actual combined savings depend on your full tax picture.
Est. Current Tax Bill
-
Optimized Tax Bill
-
Your Net Business Income
-
ROI on EXEQadvisor Fee
-
Important Disclaimer: All figures shown are illustrative estimates only, generated by an automated tool based on your answers. They do not constitute tax advice, a formal tax opinion, or the establishment of a CPA-client relationship. Results are not guaranteed and may not reflect your actual tax situation. Actual savings or tax liability depend on your complete financial picture, state taxes, deductions, and specific circumstances. This tool is intended to help you understand potential areas of opportunity, not to replace professional advice. Always consult a licensed CPA or tax professional before making any financial or tax decisions.
It’s Estimated You Could Be Leaving Money on the Table.
Book a free 30-minute strategy call and we’ll show you exactly which strategies apply to your situation, and what it means for your cash flow this year. Fixed-fee pricing. No hourly billing. No surprises.
✓ Your advisory diagnostic is below.
Your Advisory Diagnostic
Where Your Business
Actually Stands.
Actually Stands.
A read on the three areas that drive a mature business: financial clarity, tax strategy, and enterprise value. Scored from your answers. A full review with an EXEQadvisor CPA gives you the complete picture.
Your Scorecard
Each area is scored 0 to 100. Developing (under 40) is a real gap to address. Building (40 to 69) is on its way but not dialed in. Strong (70 plus) is in good shape.
Financial Clarity--
Tax Strategy--
Enterprise Value & Exit--
🎯 Your First Domino: -
Your 30 and 90-Day Roadmap
Financial Clarity
Strong looks like monthly financials delivered within a couple of weeks of close, numbers you trust, and books ready the moment a bank asks. The gap costs you decisions made blind, cash surprises, financing that stalls, and inaccurate tax projections that lead to weak planning.
First moves: get on a real monthly close schedule, clean up and reconcile, and build a simple monthly report you’ll actually read.
Tax Strategy
Strong looks like year-round communication, estimated payments dialed in so there are no penalties, the right entity structure, and pre-scheduled tax strategy meetings before year-end. The gap costs you overpaying every year, penalties, cash-flow surprises, and one-time moves that expire at year-end.
First moves: run a year-end planning session before Dec 31 to estimate your tax liability, implement strategies before year-end, and understand what your quarterly estimates may look like next year. Review your entity and compensation structure, and set an estimated tax payment plan.
Enterprise Value & Exit
Strong looks like knowing what the business is worth and what drives that number, a business that runs without you, and a real exit plan with a clear view of after-tax proceeds. The gap costs you a business that won’t sell for what you think, money left on the table at exit, a surprise tax hit on the sale, and no plan if life forces an early exit.
First moves: get a baseline valuation, pinpoint the one or two things dragging value or transferability, and start an exit roadmap even if a sale is years out.
Important Disclaimer: This diagnostic and any figures shown are illustrative, generated by an automated tool based on your answers. They do not constitute tax, accounting, valuation, or financial advice, or the establishment of a CPA-client relationship. Always consult a licensed CPA or advisor before making decisions.
See Your Full Diagnostic With a CPA.
Book a free 30-minute session and an EXEQadvisor CPA will walk you through your scorecard, your first domino, and the exact first moves for your business. Fixed fee. All 50 states. No hourly billing.