Know what you’re
projected to owe—before
tax season.
A professional assessment of your projected 2026 tax liability and your current entity structure,
while there’s still time to make informed year-end decisions.
Tax Liability + Entity Assessment
Includes both your Tax Liability Assessment and your Entity Assessment.
What's included
Two assessments performed together, then reviewed with you by a Brooks Alliance tax professional.
Your structure affects how your income is taxed, so we don’t evaluate one without the other.
Tax Liability Assessment
We use the financial and tax information you provide to prepare a current-year projection, so you can see your estimated tax position based on what’s known today
Your projected 2026 tax liability based on the information provided
How your current income and business results affect your tax position
Whether your projected liability indicates further planning should be explored
Where you stand before the tax year closes
Before we can determine what strategies you may need, we first need to know your numbers.
Entity Assessment
The structure that made sense when you started may not be the structure your business needs now. We assess your current entity against the financial information provided and identify whether it warrants reconsideration.
Business entity and type
Tax classification
Business profitability
Structure in relation to your financial position
Potential need for an entity change or additional structural planning
Making more money without revisiting your structure can mean running a very different business inside an entity you chose years ago.
Your investment
Tax Liability +
Entity Assessment
$997
One flat fee. Includes both assessments and your review meeting
with Brooks Alliance tax professional
What happens next
Purchase your assessment
Complete your $997 payment.
Complete your onboarding
We’ll send instructions to access your client portal and complete the organizer with the information our team needs.
We prepare your assessment
Our team reviews your information and prepares both assessments.
Review with a tax professional
We walk you through your projected tax position, your entity findings, and what they mean.
Determine your next step
If your situation warrants comprehensive planning, we’ll discuss it. Not every client needs one—the assessment tells us where you are first.
This is an assessment, not a comprehensive tax plan.
Your $997 service establishes your current tax position and evaluates your existing entity structure. It does not include the development or implementation of a customized tax strategy.
If the assessment identifies a significant liability or planning opportunity, we may recommend a Comprehensive Tax Plan—a separate $7,500 engagement.
Your $997 assessment fee is applied toward the Comprehensive Tax Plan if you elect to move forward.
Don’t wait until tax season to find out
where you stand.
The first step in proactive tax planning isn’t choosing a strategy. It’s understanding your numbers.
Tax Liability Assessment
Entity Assessment
Professional review of findings
Recommended next step based on your assessment
$997 credited toward Comprehensive Tax Planning if you move forward
Tax Liability + Entity Assessment
$997
What clients say
BROOKS ALLIANCE
Entrepreneur and Certified Public Accountant with 15+ years of accounting, finance, business formation and consulting experience. Shaquanna Brooks is the founder and Owner of Brooks Alliance, a diverse tax, financial services, business formation and accounting company. She founded the company in 2017.
