BUSINESS OWNER ANALYSIS

Tell Us About Your Business

Your Social Security information is collected through the RSSA® Roadmap. We just need a few additional details about your business and compensation to prepare your Business Owner Analysis.

This should take about 5 minutes.

About Your Business

Business name

Business legal structure

Business city

Business state

ZIP code

NAICS code

Don't know your NAICS code? You may leave this blank.

Your Role in the Business

What is your level of involvement in the day-to-day operations of the business?

What are your main responsibilities?

Examples: management, sales, client service, administration, production, professional services or other responsibilities you regularly perform.

Approximately how many hours per week do you work in the business?

Until what age do you currently expect to continue working?

Ownership & Compensation

What percentage of the business do you own?

Approximately how much annual business profit is attributable to your ownership before considering your compensation for services performed?

How much W-2 compensation or guaranteed payments do you currently receive annually from the business?

Use your best current estimate. We can clarify any unusual circumstances with you before completing the analysis.

Anything Else We Should Know?

Is there anything about your ownership, compensation, work schedule or business situation that may be important for us to know?

Before You Submit

I understand that The Smart Report provides Social Security analysis and education and does not provide tax, legal or accounting advice. Compensation and business-structure decisions should be reviewed with my CPA or qualified tax professional.

I confirm that the information provided is accurate to the best of my knowledge and may be used to prepare my Business Owner Social Security Analysis.

OWNERSHIP & COMPENSATION

Please provide the details of your business ownership and current compensation to help us model your Social Security impact.