Tax Planning Checkup

How proactive is your current tax strategy?

Answer a few questions about your business and current tax-planning approach. We’ll help you identify areas that may deserve a closer look.

Takes about 2 minutes · No tax documents required

Let’s take a look at your current tax planning.

Choose the answers that best describe your situation. There are no right or wrong answers.

Progress0 of 8 answered

Business Profitability

How would you describe your business's recent profitability?

Entity Structure

When did you last review whether your entity structure is still optimal?

Owner Compensation

How do you currently take money out of the business?

Retirement Planning

Do you have a retirement plan established through your business?

Estimated Tax Management

How do you handle quarterly estimated taxes?

Equipment, Real Estate & Major Investments

In the past three years, have you made or planned major investments in equipment, vehicles, or real estate?

Proactive CPA Communication

How often do you hear from your CPA outside of tax season?

Formal Tax Planning During the Year

Do you have a formal mid-year or year-end tax planning meeting?

Answer all 8 questions to see your results.

Want us to take a closer look?

If your results raised questions about your current tax strategy, Crawford, Carter & Durbin offers a complimentary 3-Year Lookback to help determine whether meaningful planning opportunities may exist.

Request My 3-Year Lookback

About Crawford, Carter & Durbin

Crawford, Carter & Durbin is a Texas CPA and advisory firm serving business owners with tax compliance, proactive planning, and ongoing advisory services.

“Tax preparation tells you what happened. Tax planning helps determine what to do next.”