Name *

First Name

Last Name

Phone (nice to have, but not required)

(###)

###

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Do you operate as an LLC or other entity that can be elected to be taxed as an S-Corporation? (i.e. not a sole proprietor) *

Yes

No

Does your business CONSISTENTLY earn over $50,000 net income after expenses *

Yes

No

Is there a going concern for the business? In other words, is the business going to continue at the same or more net profit levels each year? *

The business will operate at similar or increased net profit each year.

The future year's net profit in unpredictable and could likely decline.

Do you have other business partners besides a spouse? *

Yes

No

Does your entity own any appreciating assets such as real estate? *

Yes

No

Are you located in New York City, New Hampshire or Tennessee where S-Corporation tax rates are high and remove all the federal tax savings? *

Yes

No

Does your businss have a large amount of debt? (i.e. loans, credit cards) *

Yes

No

Are you able to keep a sufficient amount of cash in the bank accounts? *

Yes, I'm able to maintain sufficient cash in the business.

No, I need all available cash of the business for personal use.