Tax Planning for New Entities Questions & Checklist

Our worksheet helps you identify key issues before talking to a lawyer
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Although you might not think of hiring a tax lawyer right away, the decision about which corporate form is best for your business -- LLC, S-Corp, C-Corp, etc. -- as well as how to structure your financing will likely require the assistance of a tax lawyer. Planning tax strategies for small businesses often begins at the business formation stage, and thinking about small business tax planning right away can save you huge amounts of money in the long run. One key to business tax planning is understanding your long term plans; a good tax attorney will ask you about these plans before advising you. You can learn more about business tax planning issues and how a tax lawyer can help with tax planning for a new business here

Prepare for your first meeting or call with a tax attorney by filling out Priori’s Tax Planning for New Entities worksheet. With our checklist of key small business tax planning issues, you’ll be able to think through the most important issues and facts before your meeting with a tax attorney. You can then send the relevant information to your tax lawyer, so the lawyer can prepare business tax planning advice in advance and can make your first interaction as productive and cost-effective as possible. If needed, Priori can also connect you with a tax attorney in our vetted network who can assist you with all your small business tax planning questions.

Complete these questions and we’ll email you a PDF to bring with you to your meeting with an attorney.
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Tax Planning for New Entities Questions & Checklist
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