Entity Tax Wizard
A guided way to explore which business structure may align with where your business is today — and where it's headed.
In about five minutes, you'll answer a short series of questions about your business, revenue, and goals. There's no obligation, no pressure, and no single "right answer" — just a clearer starting point for a decision that deserves thought.
Why This Question Deserves a Closer Look
Your business structure influences far more than a single filing decision. Here's what the Wizard is designed to help you think through.
Your Current Position
Where your business stands today — revenue, structure, and stage — shapes which options are even relevant to consider.
Your Growth Plans
A structure that works well today may need to evolve as your business adds revenue, employees, or new income streams.
Your Priorities
Liability protection, owner compensation, retirement planning, and administrative simplicity don't carry the same weight for every business owner.
What You'll Explore
The Wizard asks guided questions across the factors that most commonly influence a business structure decision. Nothing here requires you to know the "right" answer in advance — that's the point of walking through it.
How the Wizard Works
A simple, self-guided path — take as much time as you need.
Answer Guided Questions
Work through a short series of questions about your business, at your own pace.
Share Where to Send Your Results
A brief opt-in lets us send your personalized results and save your place.
Review Your Personalized Snapshot
See which structures may align with your goals, and what to consider about each.
Schedule a Consultation (Optional)
If you'd like to talk through your results with our team, we're here for that conversation.
Is This Wizard Right for You?
- Starting a business and comparing entity options for the first time
- Currently operating as a sole proprietor or general partnership
- Unsure where to begin when it comes to business structure
- Wanting a personalized starting point before a consultation
Not sure this is the right starting point?
Take our Service Match QuizThere Isn't One "Best" Structure
Selecting the appropriate entity depends on many factors specific to your business. What works well for one entrepreneur may not be the right fit for another — and that's expected, not a sign you're doing something wrong. The Wizard's goal is understanding, not a one-size-fits-all answer.
Begin the Entity Tax Wizard
Tell us where to send your personalized results, and we'll take you straight into the Wizard.
On submission, redirect to: espoiradvisory.com/page/entity-tax-wizard
We respect your privacy. Your information is used only to deliver your results and relevant educational resources.
Frequently Asked Questions
Most people complete it in about five minutes. You can pause and return to it, and there's no time pressure to finish in one sitting.
The Wizard is designed for general education, to help you understand your options and ask better questions. It isn't a substitute for personalized advice based on your complete financial picture, which is best explored in a one-on-one consultation.
Your email lets us send you a copy of your personalized results and save your progress, so you can revisit them anytime without starting over.
You'll receive a personalized snapshot of considerations based on your answers. From there, scheduling a consultation is optional — there's no obligation to become a client.
Yes. Many business owners use the Wizard to understand whether their current structure still fits as their business has grown. If you're specifically weighing an S-Corp election, our S-Corp Breakeven Calculator may also be a helpful next step.
Ready to Understand Your Options?
Take the next step toward the structure that supports where your business is headed.