Small Business Owner Diagnostic Review

Potential Deduction & Tax Savings Range

Identify potential tax reduction opportunities in less than 60 seconds.

Business owners earning $300,000+ may qualify for advanced tax reduction and retirement planning strategies designed to improve long-term outcomes and reduce current tax exposure. Designed for business owners seeking a quick assessment of whether meaningful tax reduction opportunities may exist.

AD
Certified Actuarial DesignPlan designs and certifications are completed with certified actuarial oversight.
CPA
CPA-CollaborativeWe work alongside your CPA to evaluate tax strategy, plan fit, and implementation considerations.
CE
NASBA CE EducatorsRAS provides continuing education for CPAs through NASBA-approved educational programs.

Tax Reduction Diagnostic Inputs

Enter the follow-up contact and core facts. Results are released after contact information is provided.

Institutional Planning Framework

Tax Reduction Opportunity Analysis

The model separates deduction potential, tax-savings range, case fit, and formal-review readiness.

Deduction Range Estimator

Potential deduction and tax savings estimate for planning review only.
$0Potential deduction low
$0Potential deduction high
ReviewTax savings high
Derived from the Tax Reduction MRI inputs. The model uses income, age, employee count, and entered federal/state marginal rates to estimate a planning-review range.
Credit Projection
YearStartupEACAContributionTotal
Planning estimate only. Deductibility, limits, timing, eligibility, controlled-group treatment, and filing position must be verified by the client CPA and qualified plan professionals.
0
Awaiting Inputs

Tax Reduction Opportunity Analysis

$0Tax savings range high
$0Potential deduction range
$0Deduction range high
Opportunity
Deduction And Tax Savings
Recommended Next Step

Based on the information provided, a formal tax reduction opportunity review may be warranted.

What Happens Next?

Initial Strategy ReviewConfirm the planning goals, tax position, and desired review scope.
Census & Compensation ReviewEvaluate owner, spouse, and employee census details before design work.
CPA CoordinationCoordinate deduction assumptions, entity facts, and filing-position review with the CPA.
Formal Tax Reduction AnalysisAdvance to a formal tax reduction opportunity review.
Contact Us

Request a no-obligation review and proposal.

Submit the completed Tax Reduction Opportunity MRI for a follow-up review conversation and proposal from Retirement Actuarial Services. The next step is informational and does not obligate you to proceed.

800.297.4987 info@rasvcs.com
Prefer email? Send this MRI to info@rasvcs.com
Legal, tax, ERISA, actuarial and fiduciary disclaimer: This software is an educational financial model only. It is not tax, legal, accounting, actuarial, investment, ERISA, fiduciary, plan-design, plan-administration, recordkeeping, securities, insurance, or compliance advice. It does not determine eligibility for any deduction, tax credit, plan design, employee classification, controlled-group or affiliated-service-group treatment, wage limitation, prior-plan restriction, filing position, or fiduciary duty. No employer, CPA, advisor, sponsor, fiduciary, trustee, recordkeeper, TPA, actuary, attorney, or client should implement, amend, terminate, fund, deduct, claim, market, or rely on any planning output without independent written review by qualified tax counsel, ERISA counsel, the client CPA, actuary, TPA, plan administrator, and applicable fiduciaries.
Copyright © 2026 Retirement Actuarial Services. All rights reserved. Tax Reduction Opportunity MRI™ is used for planning-review and feasibility-screening workflows.

Frequently Asked Questions

About the Tax Reduction Opportunity MRI and the no-obligation review process.

What is the Tax Reduction Opportunity MRI?

The Tax Reduction Opportunity MRI is a planning-screening calculator that estimates whether a business owner may have a meaningful deduction and tax savings opportunity before requesting a formal review.

Who should use this diagnostic?

The diagnostic is designed for business owners, CPAs, and professional advisors evaluating whether additional tax reduction, retirement plan design, or actuarial review may be warranted.

Does the calculator provide tax or legal advice?

No. The calculator is educational and preliminary. Any deduction, plan design, tax position, ERISA issue, or implementation decision should be reviewed independently by qualified tax, legal, actuarial, and plan-administration professionals.

What happens after I request a review?

Retirement Actuarial Services can review the submitted facts, coordinate next-step assumptions, and discuss whether a no-obligation proposal is appropriate.

What information does the MRI use?

The calculator uses state, owner age, annual business income, employee band, a static federal marginal rate assumption, and an entered state marginal rate to estimate a preliminary range.

Retirement Actuarial Services supports business owners and CPAs with actuarial plan design review, planning feasibility conversations, and coordinated next-step analysis. The Tax Reduction Opportunity MRI is an educational screening tool intended to identify whether a formal review may be warranted. It does not replace independent tax, legal, ERISA, actuarial, fiduciary, or plan-administration review.

Reviewed by Retirement Actuarial Services · Last reviewed: June 21, 2026