CPA Resource Command Center
Advanced Tax Reduction & Accelerated Retirement Strategy for Business Owner Clients
For CPAs with business owner clients earning $300,000+, this resource page is designed to help identify strong opportunities, estimate contribution and tax savings ranges, and move qualified cases into a preliminary strategy review.
Identify potential client opportunities
Estimate contribution and tax savings ranges
Review overall strategy fit
Submit a client for plan design analysis
How CPAs Use This Page
This page is designed to help CPAs quickly identify potential planning opportunities, review the magnitude of possible contributions and tax savings, and submit a client for a preliminary strategy review.
CPA Identifies Client
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Opportunity Checklist
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Contribution Calculator
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Strategy Review
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Submit Client Case
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Plan Design & Implementation
Core CPA Tools
This command center combines the key CPA tools into one online workflow: score the client, review the illustrative strategy magnitude, then prepare the case summary for email or print.
Tool 1
Interactive Opportunity Checklist
CPAs can check boxes online and receive an immediate score and fit rating.
Open ChecklistTool 2
Live Contribution Calculator
Shows an illustrative estimate of contribution layers, total deduction, and projected tax savings.
Open CalculatorTool 3
Email / Print Case Summary
Compiles the page into a summary ready for email submission or a printable PDF-style output.
Go to SubmissionInteractive CPA Opportunity Checklist
Live online scoring
Mark each item that applies to the client. The score updates automatically. This information also feeds the client summary section below.
Section 1 — Core Client Profile 1 point each
| Criteria | Points | Check |
|---|---|---|
| Business owner or partner in a closely held company | 1 | |
| Age 40–65 | 1 | |
| Net income over $300,000 | 1 | |
| Consistent annual income | 1 | |
| Manageable employee base | 1 | |
| Owner wants to reduce current taxes | 1 | |
| Owner wants to save more for retirement | 1 |
Section 2 — Strong Opportunity Indicators 1 point each
| Criteria | Points | Check |
|---|---|---|
| Income over $500,000 | 1 | |
| Income over $1,000,000 | 1 | |
| Over age 45 | 1 | |
| High tax bracket (typically 32%–37%) | 1 | |
| Profitable S-Corp, LLC, or similar closely held entity | 1 | |
| Already maximizing current 401(k) or retirement plan | 1 | |
| Late start on retirement accumulation or needs to catch up | 1 |
Section 3 — Planning Opportunity Triggers 1 point each
| Criteria | Points | Check |
|---|---|---|
| Looking for larger tax deductions | 1 | |
| Selling the business or transitioning in the next 5–15 years | 1 | |
| Wants stronger retirement income planning | 1 | |
| Concerned about taxes in retirement | 1 | |
| Interested in advanced medical or long-term care planning concepts | 1 |
Live Score
Current Total Score
0
0–4
Probably not a fit right now.
5–8
Possible fit worth exploring.
9–12
Good candidate for preliminary strategy review.
13+
Strong candidate for advanced analysis.
Suggested next step: continue reviewing the client profile and complete all relevant fields.
How This Feeds the Page
The score, calculator outputs, client information, and notes all feed into one compiled summary below. That summary can then be:
- Reviewed online
- Printed
- Sent by email using the prepared email button
Illustrative Contribution & Tax Savings Calculator
Educational estimate only
Use this calculator to estimate illustrative cash balance, profit sharing, 401(h), total deduction, and estimated tax savings. These results flow into the final client summary.
Illustrative estimate only. Final contribution ranges depend on plan design, census, compensation, entity structure, assumptions, and applicable rules.
Estimated Strategy Snapshot
Enter values and click Run Estimate to generate an illustrative snapshot.
Cash Balance
$250,000
Owner Profit Sharing
$75,000
401(h) Medical
$25,000
Employee Profit Sharing Cost
$24,000
Total Deduction
$374,000
Estimated Tax Savings
$138,380
Client Submission + Email Summary
Complete the information below, then generate the summary. From there you can print the page or open a prepared email draft containing the client summary.
CPA Client Submission Form
Email-ready summary builder
Compiled Client Summary
Review this summary before printing or sending by email.
