TaxIQ Assessment | Personalized results in minutes

Personalized results in minutes

Think your tax strategy is up to snuff? Let's find out!

Free tax strategies delivered straight to your inbox

Fast assessment (less than 20 questions) and faster results

Customized to your business situation

Having a tax strategy...

Keeps more money in your pocket

By maximizing deductions and minimizing liability, you free up more of your hard-earned profits to reinvest in your business!

Gives you confidence to execute

Having clarity on your financial position empowers you to plan for the future with certainty.

Allows you to be proactive

Instead of scrambling to reactively prep your taxes come tax season, proactively planning your taxes helps you move with intention all year long.

High TaxIQ, low tax liability

The IRS doesn't need your money, you do.

Most small businesses overpay on taxes by thousands of dollars every year. Avoid being part of this statistic by auditing your tax plan today!

PRIME offers real strategies from real people with real experience.

We’re a group of seasoned professionals in the world of business development and tax strategy who are ready to help you level up!

A good needs a good team

businesses formed

150K+

business taxes filed

40K+

business credits/mo.

$4M

5-star Google reviews

2,500+

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playbook

What is a TaxIQ score?

Your “TaxIQ score” is simply a result of our quick assessment of which tax strategies you could be implementing for your business versus which ones you are using. Don’t take the “IQ” part of this name too seriously. We’re not actually measuring your intelligence. In fact, we’re looking at tax strategies that are very commonly overlooked! If your score seems low, don’t fret—it’s rare to get an authentically excellent score.

What is a personalized tax strategy playbook?

Once you’ve completed your assessment and gotten your TaxIQ score, we’ll send you a personalized tax strategy playbook that outlines all the strategies we’ve determined could make a difference in your overall tax liability!

How is my score calculated?

Over the course of a handful of questions, we get some information about your business situation to evaluate which tax strategies would probably work for you. Then, we measure whether or not you’re actually using those strategies. It’s a pretty straightforward approach… if we were actually advising you personally on taxes, we’d dig much deeper.

What should I do with my results?

While your personalized tax strategy playbook is intended to be comprehensive and helpful, it is just the start of developing your actual tax strategy. Our goal is to equip you with information and terminology to help you have more actionable conversations with whoever is helping you prepare your taxes. If you don’t have a dedicated tax preparer, consider scheduling a free tax consultation with one of our expert advisors to see if our services are a good fit for you!