BOA — Business Owner Assistant

Top Tax Savings Opportunities

Recent Alerts

Upcoming Deadlines

What's Missing

Legal Name

Date of Birth

Filing Status

State of Residence

Health Insurance

Prior Year Tax Liability ($)

Prior Year AGI ($)

AMT Exposure

Foreign Income

Prior Year IRS Notices

Capital Gains History

Year 1 — Short-Term ($)

Year 1 — Long-Term ($)

Year 2 — Short-Term ($)

Year 2 — Long-Term ($)

Year 3 — Short-Term ($)

Year 3 — Long-Term ($)

Business Entities

Name	Type	State	Revenue	Ownership	Tax Form

Income Sources

Type	Description	Amount	Frequency	Entity

Retirement Accounts

Account Type	Entity	Balance	YTD Contributions	Limit	Remaining	IRC

All Deadlines

Revenue Threshold Triggers

Industry (for EBITDA multiples)

Succession Framework

Years

Revenue Growth Rate

Ownership Map

Export Data

Download a complete backup of all your BOA data as a JSON file.

Import Data

Restore from a previously exported BOA backup file.

Data Completeness

Reset All Data

Permanently delete all data. This cannot be undone.

Trusts & Investment Accounts

Name	Type	Value	Annual Income	Tax Treatment

Reserve Targets

Monthly Cash Flow

Month	Gross Income	Operating Exp.	Net Operating	Tax Reserve	Est. Payment	Net Cash	Cumulative

Quarterly Estimated Payments

Wealth Milestones

Year-by-Year Projection

Year	Age	Beginning Balance	Contributions	Growth	Ending Balance

Cost of Inaction

Import Tax Form Data

Enter key figures from your tax forms to quickly populate your BOA profile. Select a form type and enter the values — BOA will map them to the correct fields.

Form Type

Linked Entity (if applicable)

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