Entity Structure Analysis — Pre-Session Intake

Your privacy: everything you share here is held in strict confidence by MPM Business Solutions and used solely to prepare your Entity Structure Analysis. It will never be shared with, sold to, or disclosed to any third party.

About you

Full name *

Email *

Phone

State you live in *

Filing status *

Children under 17

I am 50 or older (affects retirement contribution limits)

Your business

Estimates are perfectly fine — use last year's numbers or your best guess for this year.

What type of business do you have? *

This determines how the Qualified Business Income deduction applies to you.

Estimated gross revenue this year ($) *

Estimated business expenses ($) *

How is your business currently structured? *

Other income

Your W-2 wages from other jobs ($/yr)

Spouse's W-2 wages ($/yr, if filing jointly)

Retirement & health

Annual IRA contributions ($)

Annual 401(k) / solo 401(k) contributions ($)

Self-employed health insurance premiums ($/yr)

Premiums you pay yourself for health coverage (not through a spouse's employer plan).

Deductions

These decide whether itemizing beats the standard deduction in your analysis.

Mortgage interest paid ($/yr)

Property + state taxes paid ($/yr)

Charitable contributions ($/yr)

Your questions

What's your biggest question about your business structure? *

I understand this session provides planning estimates for discussion with my tax preparer, based on the information I provide, and is not a filed tax return or formal tax opinion. *

Got it — you're all set.

Your intake is in. Melendi will have your four-structure model built before your session starts, so your 45 minutes go straight to answers. See you on the call.