FREE · 5 MIN
Find Out Where You Stand
Is Your CPA Actually
Working for You?
Working for You?
Answer 7 honest questions and we'll show you exactly where you stand, personalized to your specific situation, not a generic calculator.
5 minutes
In-depth, not generic
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
-
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
-
Optimized Tax Bill
-
Your Household 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 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
-
Planned or unplanned, the bill comes either way
Est. Tax Without Planning
-
Est. Tax With EXEQadvisor
-
Estimated Penalty Exposure
-
Cash Flow Improvement
-
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
-
Planned or unplanned, the bill comes either way
Penalty Exposure Risk
-
Tax With EXEQadvisor
-
02: Your Savings Opportunity
Estimated Additional Tax You Could Save Each Year
-
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
-
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.
Your Situation
What matters most to you right now?
Pick the one that hits closest to home. This shapes every question after it so your results are actually relevant to your situation.
Step 1 of 7 · Tax Savings Path
How is your business set up for taxes?
This is the single biggest driver of how much you can save. Pick the one that sounds most like you, don’t worry about the technical terms.
Step 2 of 7 · Tax Savings Path
What’s your annual business revenue?
Ballpark is fine. The higher your revenue the bigger the savings opportunity, but every level has strategies worth knowing about.
Step 3 of 7 · Tax Savings Path
After business expenses, roughly what’s left over?
If your business made $100, how much is still there after paying for everything to run it, before paying yourself or taxes?
Step 4 of 7 · Tax Savings Path
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 5 of 7 · Tax Savings Path
Do you currently have a CPA or tax professional?
This helps us understand your starting point and show you the most relevant opportunities.
Step 6 of 7 · Tax Savings Path
How long have you been in business?
This shapes how we look at your history and what’s realistic to recover or optimize going forward.
Step 7 of 7 · Tax Savings Path
When it comes to your taxes, which of these best describes you?
Be honest, there’s no wrong answer. This helps us personalize your results.
Step 1 of 7 · No Surprises Path
How would you describe your current CPA relationship?
Be honest, this is the most important question for understanding where the real problem is.
Step 2 of 7 · No Surprises Path
Have you ever been surprised by a tax bill you weren’t expecting?
One of the most common and most expensive problems we see. You’re not alone.
Step 3 of 7 · No Surprises Path
What’s your annual business revenue?
This helps us estimate your tax exposure and show you what a surprise bill or penalty could actually cost you at your level.
Step 4 of 7 · No Surprises Path
Is your business growing, stable, or going through changes?
Growing businesses face the highest risk of surprise tax bills, your quarterly estimates are based on last year’s income, not this year’s.
Step 5 of 7 · No Surprises Path
Roughly how much have unexpected tax bills or penalties cost you?
Total across all the times it’s happened. If it hasn’t happened yet, pick the first option.
Step 6 of 7 · No Surprises Path
How do you prefer to stay informed about your tax situation?
This tells us a lot about what kind of CPA relationship would actually work for you.
Step 7 of 7 · No Surprises Path
Are you currently locked into a contract or relationship with a CPA firm?
This helps us understand your timeline and what a transition would look like for you.
Step 1 of 7 · Full Assessment
How is your business currently set up for taxes?
Don’t worry about the technical terms, just pick the one that sounds most like you.
Step 2 of 7 · Full Assessment
What’s your annual business revenue?
This feeds both the savings estimate and the risk picture, ballpark is fine.
Step 3 of 7 · Full Assessment
Have you had unexpected tax bills or CPA communication issues?
This helps us understand which problem is most urgent and shapes how we present your results.
Step 4 of 7 · Full Assessment
Which of these apply to your situation?
These are the most common missed opportunities and red flags. Check everything that sounds familiar.
Check all that apply, or continue if none fit.
Step 5 of 7 · Full Assessment
Do you currently have a CPA doing proactive planning, not just filing returns?
The difference between a filing CPA and a planning CPA is often worth tens of thousands of dollars per year.
Step 6 of 7 · Full Assessment
How confident are you in your overall tax and financial situation right now?
Be honest, this helps us calibrate how urgent the results are and what to prioritize first.
Step 7 of 7 · Full Assessment
If you found the right CPA firm that saved you money AND eliminated surprises, what would be your biggest hesitation?
Be straight with us, this helps us make sure we address the right thing when we reach out.
📊
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 results are below.
Your Cash Flow 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.
These strategies are ones most CPAs never bring up proactively. Book a free 30-minute strategy call and we’ll show you exactly which apply to your situation, and what it means for your cash flow this year. Fixed-fee pricing. No hourly billing. No surprises.
✓ Your personalized results are below.
Your Tax Risk Report
Here’s What Your Current
Situation Is Costing You.
Situation 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
-
Planned or unplanned, the bill comes either way
Est. Tax Without Planning
-
Est. Tax With EXEQadvisor
-
Estimated Penalty Exposure
-
Cash Flow Improvement
-
How EXEQadvisor Eliminates This, Specifically
✓
Proactive Tax Plan Report, delivered before April 15th every year
We tell you exactly what you’ll owe before the deadline. Automated reminders mean extension payments and quarterly estimates never get missed.
✓
Quarterly Estimate Management, based on what you’re actually making this year
For growing businesses, last year’s numbers don’t work. We recalculate based on actual performance so you’re never underpaying and getting hit with penalties.
✓
Target Delivery Dates, every return, every time
We give you a date and we hit it. No more wondering when you’ll know what you owe. We’re the only firm that commits to a target delivery date upfront.
✓
Unlimited CPA Access, included, not extra
Call or email anytime. One business day response guaranteed. No billing the clock. Real answers when you need them.
✓
Penalty Management, we catch problems before they become bills
We monitor for IRS notices and state issues before they escalate. Proactive, not reactive.
✓
Fixed-Fee Pricing, so the only bill that surprises you is how small it is
You know exactly what you’re paying before we start. No hourly billing. No surprise invoices. We apply the no-surprise model to our own fees too.
Important: Tax exposure and penalty estimates are illustrative figures based on your answers and general federal guidelines. Actual amounts depend on your complete financial history and circumstances. A free review with an EXEQadvisor CPA gives you the accurate picture.
Stop Letting Tax Surprises Run Your Business.
The number one reason business owners 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. Book a free 30-minute no-surprise review.
✓ Your personalized results are below.
Your Full Assessment
Two Problems.
One Firm That Solves Both.
One Firm That Solves Both.
Estimates based on your answers. A full CPA review gives you the exact numbers.
01: Your Planning Risk
Estimated Tax Exposure Without a Plan
-
Planned or unplanned, the bill comes either way
Penalty Exposure Risk
-
Tax With EXEQadvisor
-
02: Your Savings Opportunity
Estimated Additional Cash You Could Keep Each Year
-
with proactive tax planning
Individual opportunities may overlap, so your actual combined savings depend on your full tax picture.
Est. Current Tax Bill
-
ROI on EXEQadvisor Fee
-
How EXEQadvisor Solves Both, At the Same Time
✓
Proactive Tax Planning, eliminates surprises and finds savings simultaneously
Semi-annual strategy sessions where we identify every opportunity and tell you exactly what’s coming before it arrives.
✓
Quarterly Estimate Management, no more underpayment penalties
We recalculate your estimates based on actual performance, not last year’s numbers.
✓
Entity Optimization, the right structure saves the most money
S-Corp elections, multi-entity strategies, and income shifting all reduce your effective tax rate.
✓
Unlimited CPA Access, answers when you need them, included in your fee
Call or email anytime. One business day response. No billing the clock. Ever.
✓
Fixed-Fee Pricing, the only surprise is how much you save
You know the number before we start. No hourly billing. No invoice surprises.
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, proactive strategy that finds savings and proactive communication that eliminates surprises. Book a free 30-minute session. Fixed fee. All 50 states. No hourly billing.