Get Your Tax Exposure Score

Answer a few quick questions to see where your money is going, what you may be leaving on the table, and what trouble you may not see yet.

STEP 1 OF 2

First, where should we send your result?

First Name *

Last Name *

Phone *

Email *

Business name

Question 1 of 10

Which best describes how you currently earn income? *

I receive W-2 income only, with no business, side income, or real estate income.

I receive W-2 income and also have side income, contract income, or a side business.

I am self-employed or own a business.

I earn income from real estate, such as rental property, short-term rental, or investment property.

I have multiple income streams, such as business income, W-2 income, real estate, or investments.

I am not sure how to classify my income.

Question 5 of 10

What happened with your most recent tax return? *

I was close to break-even.

I received a large refund or overpayment.

I owed a small balance.

I owed more than expected

I had penalties, notices, or unresolved tax issues.

I have not filed yet or I am behind.

I am not sure.

Question 6 of 10

What is the biggest challenge you are facing right now? *

I feel like I may be paying too much in taxes.

I do not know where my money is going.

I had a tax surprise or unexpected balance due.

I am making more money and want to plan better.

I feel disorganized and need more structure.

I mainly need help getting my taxes filed.

I am not sure.

Question 7 of 10

Which of the following best describes what your current tax professional does for you? *

They prepare and file my return based on what I bring them

They prepare my return and answer questions when I reach out

They meet with me during the year to review my numbers and adjust my approach

They proactively flag opportunities, changes, or risks before tax season

I'm not sure exactly what they do beyond filing

I don't currently have a tax professional

Question 8 of 10

How did you decide how much to set aside for taxes last year? *

I worked with someone who calculated it based on my actual income and situation

I used a percentage I'd heard or read about

It was automatically withheld through my W-2 — I didn't have to think about it

I set aside what felt like enough

I didn't set anything aside — I handled it when the bill came

I'm not sure / I didn't really have a method

Question 9 of 10

Which best describes how your financial and tax information is currently organized? *

Everything is organized and accessible — records, receipts, income, and expenses are tracked consistently

I think I'm okay but I have a feeling I'm missing things

I have a general system but I'm not confident it's capturing everything it should

Things are scattered — I pull it together when I need it

I don't really have a system in place

I'm not sure what I should even be tracking

Question 10 of 10

Select the statement that best describes your current situation. *

I feel like I'm paying too much in taxes but I don't know why or how to change it

I received a notice or letter and I'm not sure what it means or what to do next

My income has changed and I'm not confident my tax situation reflects that

I have a feeling something isn't adding up but I haven't been able to pinpoint it

Someone suggested I take a closer look at my taxes but I don't know where to start

I don't have a specific problem — I just know things could be better