Command Center
By Category
Professionals Needed
12-Month Execution Timeline
Worker Classification Guide
W-2 Box Coding Reference
Credit Building Roadmap
SBA Programs
Financing Comparison
Operating Agreement Status
Contract Requirements
When to Call an Attorney
Strategy Implementation
Compliance Status
Priorities for Next Quarter
Top Tax Savings Opportunities
Recent Alerts
Upcoming Deadlines
What's Missing
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
Succession Framework
Plan a scenario
Tell BOA what you're trying to do — and it builds a specific, IRC-cited plan from your own numbers, adjusted by what your past strategies actually delivered.
Ownership Map
Download your data
Get a clean, shareable copy of your tax profile — a formatted report you can hand to your CPA, or a spreadsheet you can open in Excel.
Backup & restore
Save a complete backup of everything in your BOA profile, or restore from one. This is a full copy for safekeeping — for a report you can read, use the downloads above.
Share with your CPA
Send your CPA a secure link to review and complete your business tax profile — no account needed on their end. Anything they fill in or correct saves straight back here.
Anyone with the link can view and edit this profile, so keep it private. EINs are masked in their web view — for filing, send the password-protected export separately. Links expire on their own.
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.