Question 1: Do you have a dedicated financial advisor/planner other than yourself review your personal tax/SS strategy annually? *

Yes

No

Question 2: Are you confident your current business structure (LLC/S-Corp/Sole Prop) is fully optimizing both tax reduction and future Social Security credits? *

Yes

No

Question 3: Beyond a traditional IRA/401k, are you utilizing advanced retirement structures (e.g., SEP-IRA, Solo 401k) for accelerated savings? *

Yes

No

Question 4: Do you automatically transfer funds from your business income to personal retirement accounts before paying yourself? *

Yes

No

Question 5: Do you have a documented plan for the sale or succession of your bookkeeping practice that is coordinated with your retirement claiming age? *

Yes

No