Planning template

Tax Opportunity Report template.

A short quiz for business owners that becomes a personalized report of tax-saving opportunities.

What it produces

Advisory report (PDF) sent to the prospect after review

14 questions, with the report set up and ready to review. Every response becomes a draft your team checks before anything reaches the client.

01Start from the templateOpen it in OneForm and change anything — or ask OneFormAI to.
02Share it with clientsSend the link or embed it on your site. Clients answer one question at a time.
03Review and sendOneForm drafts the advisory report (pdf) sent to the prospect after review. You approve it and it's emailed as a branded PDF.

Questions included14

1First, what zip code is your business located in?
2How many years have you been in business?
3Annual revenue (or gross sales)?
4Do you have any employees?
5Do you utilize a HSA (Health Savings Account) in your business?
6What retirement plan do you have in place for your business?
7How frequently do you meet with your accountant to adjust your tax plan?
8What legal entity do you currently use for your business
9Do you use a mobile app to track mileage and other business deductions for your business?
10Are you utilizing the home-office deductions for your business?
11Have you purchased education that could be considered ongoing or continuous education for your business?
12Do you currently deduct business meals?
13I'm confident my accountant is maximizing all possible deductions for my business and keeping me compliant with the tax code.
14Contact Info

Before December, clients share how the year went and what's coming. They get a planning memo with strategies and deadlines.

For your team: pick a client, period and services, and get the month-end close checklist with owners and due dates.

New clients tell you about their business and the services they need. They get a welcome packet with a checklist and timeline.

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