Free resources

See your numbers
before we talk.

Two free tools. Two minutes each. They'll tell you whether there's a real problem worth solving — before you spend anything.

Question 1 of 5

What type of business do you own?

This determines which deductions and strategies apply to your situation.

General contractor or trades
Construction, plumbing, electrical, HVAC, landscaping
Property manager or real estate
Residential or commercial property management
Other service business
Cleaning, barbershop, consulting, retail, other
Takes about 2 minutes
Question 2 of 5

What's your approximate annual revenue?

We use this to estimate your tax exposure and potential savings range.

Under $150,000
$150,000 – $400,000
$400,000 – $800,000
Over $800,000
Question 3 of 5

What's your current business structure?

This is one of the biggest levers for reducing self-employment tax.

Sole proprietor or single-member LLC
No S-Corp election in place
S-Corporation or S-Corp election
Filing 1120-S
I'm not sure
Never had a CPA walk me through this
Question 4 of 5

Do you currently track these expenses?

Select all that you actively track and deduct every year.

Business mileage
Driving to jobs, clients, supply runs
Home office deduction
Dedicated workspace at home
Equipment and tools (Section 179)
Major purchases expensed in the year of purchase
Subcontractor payments with 1099s
Filed 1099-NEC for all contractors over $600
Owner retirement contributions
SEP-IRA, Solo 401k, or SIMPLE IRA
Select all that apply
Question 5 of 5

How would you describe your current bookkeeping?

Be honest — there's no wrong answer here.

Clean — reconciled monthly, books always current
Behind — I catch up around tax time each year
Minimal or none — mostly bank statements and receipts
Estimated annual tax savings opportunity
$0
Based on your answers, here's what we're likely looking at.

Want the exact number?

These are estimates based on averages. The only way to know your actual number is to look at your specific situation together. That conversation is free.

Book a Free 15-Min Consultation →

No pitch. No obligation. You'll leave knowing exactly what you're missing.

Question 1 of 10

Are your books reconciled at least monthly?

Yes, every month
Sometimes, when I get around to it
No, usually just at tax time
Question 2 of 10

Do you separate personal and business expenses?

Yes, completely separate accounts
Mostly, but some things mix
No, I use the same account for everything
Question 3 of 10

Do you know your profit margin right now without looking it up?

Yes, I know it off the top of my head
Roughly, but not exactly
No idea
Question 4 of 10

Are you making quarterly estimated tax payments?

Yes, all four each year
Sometimes, but I miss them
No, I pay it all in April
Question 5 of 10

Do you file 1099-NEC forms for subcontractors you pay over $600?

Yes, every year without fail
I think so, but I'm not fully sure
No, or I don't use subcontractors
Question 6 of 10

Do you track business mileage?

Yes, I log every trip
Sometimes, but not consistently
No, I've never tracked it
Question 7 of 10

Do you have a retirement plan set up through your business?

Yes, and I contribute regularly
I have one but don't contribute consistently
No retirement plan
Question 8 of 10

Did you receive a tax bill surprise last April?

No, I knew roughly what was coming
It was close to what I expected
Yes, it was way more than I expected
Question 9 of 10

Can you pull a clean P&L for any month in the past year?

Yes, I have accurate financial reports
I have something but I'm not confident in it
No, I'd have to recreate it from scratch
Question 10 of 10

Does someone review your books with you at least once a quarter?

Yes, my accountant or bookkeeper meets with me regularly
Once a year at tax time
Nobody reviews them — it's just me
Your Bookkeeping Health Score
0
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What we found

Want to fix these in 30 days?

A 15-minute call is enough time to tell you exactly what needs to change first and what it would cost to have Alianza handle it for you.

Book a Free Consultation →

No pitch. No obligation. You leave knowing exactly what to do.

15 minutes · Free

Bring your P&L.
We'll tell you what it's hiding.

Bring your most recent Profit & Loss statement. In 15 minutes, we'll tell you which of these problems show up in your numbers:

This is not a sales call. We won't pitch you. We'll just tell you what we see.

Book the Free P&L Review →