Tax Savings Assessment | Linkenheimer LLP CPAs

Is your tax structure built for future or just annual compliance?

See whether your tax structure supports growth, protects future transactions, and aligns with your long-term goals.

1/8 - Structural Complexity

Which of the following apply to your tax and ownership situation? (Select all that apply) *
I own or operate a business entity (S-Corp, C-Corp, Partnership, or LLC)Multiple entities (holding companies, subsidiaries, or related operating entities)Multi-state operations (employees, revenue, or business activity in multiple states)International exposure (foreign income, foreign assets, or cross-border reporting)Real estate holdings (investment property, commercial, or mixed-use)Trust structures (irrevocable, grantor, family, or charitable trusts)

2/8 - Planning Approach

How would you describe your current approach to tax strategy? *

3/8 - Transaction Planning

Have you modeled the tax impact of a future business sale, real estate transaction, or major payout? *

4/8 - Effective Rate Awareness

Do you know your effective tax rate — and what's actually driving it? *

5/8 - Books & Tax Readiness

Are your accounting records structured to support proactive tax planning — not just annual compliance? *

6/8 - Strategy Levers Used

Which of the following tax strategies are you actively using? (Select all that apply) *
Entity optimisation (structuring your business entities to reduce tax burden)Research & Development tax credits (may apply beyond tech — manufacturing, food, ag, and more can qualify)Cost segregation (accelerated depreciation on real estate)Retirement plan maximization (Defined benefit, defined contribution)None of these — or not sure what applies to us

Optional: Enter Other

7/8 - Investment Mindset

If restructuring your tax strategy could produce meaningful, measurable savings — how would you approach it? *

8/8 - Contact Information

Name *

Email Address *

Phone Number

Company Name

Entity Type

I'd like Linkenheimer to contact me about my results. I understand a team member may reach out by email or phone to discuss my personalized analysis and how they can help.

Thank you for your answers

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