Screen common issues before they become urgent: cash gaps, entity election questions, PTET/BAIT planning, tax notices, and sales tax exposure.
See where cash may get tight over the next 13 weeks and identify payroll, tax, debt, and vendor pressure before it becomes urgent.
Best for: businesses with payroll, AR/AP timing, debt, or owner draws.
Time: 8-12 minutes
Estimate whether an S-corp election may be worth reviewing after factoring in reasonable compensation and added compliance costs.
Best for: profitable LLC owners and self-employed NY and NJ operators.
Time: 5-7 minutes
Screen whether NY PTET, NYC PTET, or NJ BAIT may deserve review for NY and NJ planning, with a savings range, confidence score, and complexity meter.
Best for: partnerships, S-corps, and multi-member LLCs.
Time: 6-12 minutes
Understand what a tax notice may mean, how urgent it is, and what documents to gather before responding.
Best for: individuals and businesses with federal, NY, NJ, or local tax notices.
Time: 4-6 minutes
Estimate possible sales tax exposure and identify red flags before a notice, audit, or cleanup project.
Best for: retailers, restaurants, salons, e-commerce, contractors, and taxable-service businesses.
Time: 5-7 minutes
Start with the issue that feels most urgent. The goal is not a final answer; it is a clearer next step.
