Answer 11 Money Questions. See Where You’re Overpaying Taxes—Before Your 2026 Filing
In 5–7 minutes, we’ll spot where you may be sending extra money to the IRS, advisors, and insurance companies—and show how to redirect that cash into business growth and retirement wealth.
No documents needed. Ballpark numbers are fine.
What Happens When You Complete the Profit10X Intake?
In just a few minutes, you’ll know where you may be overpaying in taxes and how to turn that money into business growth and long-term wealth—before your 2026 return is filed.
Step 1. Take the 5–7 Minute Intake
Tell us—in simple, ballpark numbers—
• What your business brought in last year
• Roughly what you sent to the IRS
• What you spend on your 401(k) / investment advisor
• How many people are on your health plan
• Your typical monthly business expenses (rent, software, insurance, etc.)
Step 2. We Scan Your Numbers & Build a Report
We run your answers through our Profit10X filters to spot:
• Overpaid income taxes
• Hidden write-offs you’re missing
• High 401(k) / investment fees dragging on your wealth
• Ways to redesign benefits and expenses for better deductions
Step 3. We Walk You Through the Possibilities
On your 1:1 Profit10X Strategy Session, we show you:
• Where your numbers say you’re likely overpaying
• How much could be redirected into growth or retirement
• Simple changes to tax strategy, retirement plans, and expenses.
Step 4. We Help You Implement (If You Want)
If it’s a fit, we help you and your current tax pros put the strategies in place, so you’re ready before your 2026 filing.
The sooner you complete the intake, the more time we have to lock in strategies before your 2026 tax return.
Proof It Works. What Business Owners Found After Profit10X Intake
Real business owners used the Profit10X Intake to uncover missed write-offs, free up cash, and redirect it into growth and wealth-building. Here’s what that looks like in practice.
Consulting Firm Frees Up Cash for Growth & Retirement
After answering a few questions about revenue, taxes paid, 401(k) fees, and monthly expenses, this consulting firm uncovered overlooked deductions and structure tweaks. Result: thousands in potential annual tax savings now split between owner retirement contributions and reinvesting in marketing and team support.
Online Business Redirects Tax Overpayments Into Scaling
By sharing rough numbers on income, federal tax, health plan, and operating expenses, this online business discovered missed write-offs and smarter ways to pay the owners—freeing up cash for ads, systems, and automation instead of the IRS.
Brick-and-Mortar Owner Turns Tax Savings Into Long-Term Wealth
Simple answers about revenue, payroll, benefits, and monthly overhead revealed new opportunities to optimize depreciation, benefits, and retirement contributions
TESTIMONIALS
What others are saying
Answering a few simple questions showed me exactly where I was overpaying.”
“As a brick-and-mortar owner, I always felt like I was sending too much to the IRS but didn’t know where to start. The Profit10X intake only asked for rough numbers—revenue, what I paid in federal tax, my health plan, and monthly expenses. From that, they spotted deductions and structure tweaks my CPA had never mentioned. Now I walk into tax time with a clear list of questions and a plan to put the extra cash into my store and my retirement.”
— Renee L., Retail Store Owner
“That 7-minute intake finally connected my business numbers and my wealth plan.”
“I’d been focused on scaling the SaaS and assumed my CPA had taxes handled. The Profit10X intake asked simple questions about revenue, taxes paid, R&D work, and what we were paying in 401(k) and investment fees. The review showed where we were likely overpaying and how to redirect that money into both company growth and my personal nest egg. For the first time, my tax strategy, retirement, and scaling plan all line up.”
— Carlos G., SaaS Company Owner
“Their intake surfaced questions my CPA never even asked.”
“I already had a long-time CPA, so I wasn’t sure this would add much. But the Profit10X intake dug into things we’d never really reviewed—our health plan costs, operating expenses, and how our retirement accounts and advisory fees were set up. From those few answers, they outlined strategies to cut fee drag, restructure benefits, and clean up our deductions. Now I go into every tax year with a clearer game plan and a lot more confidence we’re not leaving money on the table.”
— Stephanie K., Logistics & Distribution Business Owner
“Seven minutes of questions completely changed how I look at my numbers.”
“The Profit10X intake took maybe seven minutes—just rough numbers on revenue, taxes, payroll, and expenses. They came back with a simple breakdown of where I was overpaying and how much cash I could redirect into ads, systems, and team instead of the IRS. I left the strategy call with a concrete dollar amount and a step-by-step plan to reinvest those savings into scaling the agency.”
— Jordan M., Founder of a Digital Marketing Agency
STILL NOT SURE?
Frequently Asked Questions
Your Questions About the Profit10X Business Tax & Wealth Intake—Answered.
What exactly is the Profit10X Business Tax & Wealth Intake?
It’s a short, guided questionnaire (about 5–7 minutes) that organizes key details about your business, income, expenses, and current structure. We use it to spot potential missed tax write-offs and optimization opportunities and to map how those savings could support business growth and long-term wealth.
Is the intake really free? What’s the catch?
Yes, the intake is 100% free. There’s no obligation to work with us afterward. We use it to determine where we can genuinely help business owners before their 2026 tax filing and to see whether a deeper engagement makes sense for both sides.
Does this replace my CPA or tax preparer?
No. Think of this as a strategic overlay to what your CPA is already doing. We help you see gaps, missed questions, and potential strategies so you can either implement them with your existing tax pro or, if you choose, with our support.
How long does it take, and what do I need to have ready?
Most business owners complete the intake in 5–7 minutes. Basic info about your revenue, expenses, business structure, and current retirement/wealth setup is enough. You don’t need exact tax returns in front of you—this is about direction, not data entry.
Is my information secure and confidential?
Yes. Your responses are encrypted and treated as confidential. We use your information only to review your situation, prepare your Tax-Savings & Wealth Snapshot, and guide you during your strategy session. We do not sell or share your data.
What happens after I submit the intake?
You’ll be taken to a page to book your 1:1 Profit10X Strategy Session. On that call, we walk you through where you may be overpaying in taxes, what’s possible before your 2026 filing, and how any potential savings could be redirected into business growth and retirement/wealth building.
