FREE TAX SAVINGS SCORECARD

Tax Savings Scorecard

Rob Burgess, CPA | Lightening the Load | Marietta, GA

TAX SAVINGS SCORECARD

SECTION 1 — YOUR ACCOUNTING SETUP

My business and personal expenses are kept in completely separate accounts.

I have a documented accountable expense plan in place for home office and mileage deductions.

My books are current and reconciled — not just caught up at tax time.

SECTION 2 — YOUR TAX PLANNING

I know whether my business structure (LLC vs. S Corp) is costing or saving me money.

I make quarterly estimated tax payments based on projected income — not last year's numbers.

I meet with a tax professional at least once during the year, outside of filing season.

SECTION 3 — YOUR BUSINESS STRUCTURE

I know what business entity I am registered as and whether that structure is the most tax-efficient option for my level of profitability.

I have talked with a tax professional about my business structure in the last 12 months.

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Your Tax Base Camp