BOS Assessment – BOS Assessment

Your Business Information

Let's get started with some basic information about your company. Please give us your best estimates regarding the information on this survey.

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Track ID

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Advisor Email

The email associated with the track id. Value is populated with JS if the track id exists.

Company Name(Required)

Please enter the name of your business.

SIC Code

Your SIC code is a 4 digit number. This can be found on your corporate tax return or by clicking here. (While not absolutely necessary, it could help find specific savings in your industry.)

Please enter a number from 1000 to 9999.

Company Address(Required)

Street Address Address Line 2 City State ZIP Code

Main Contact(Required)

Who should be the main contact for this company?

First Name Last Name

Email(Required)

Email address of the main contact.

Work Phone

The main contact's work phone. Please include the extension if applicable.

Position / Title

Position title of the main contact.

Mobile Phone

Mobile phone number of the main contact.

Do you have employees?(Required)

Do you have W2 employees in your business?

Yes

No

Do you own any commercial real estate?(Required)

Yes

No

Does your business create software or products for commercial use or distribution?(Required)

Yes

No

Do you accept credit / debit cards as payment for your services?(Required)

Yes

No

Potential Savings Identified

Based on how you've answered so far, it appears that you may have potential savings opportunities for your business. Let's do more digging to find out!

Additional Opportunities

Unfortunately, the BOS Assessment may not be able to identify potential savings, but that does not mean you don't have savings opportunities. It will take a deep conversation to discover this.

Would you like to reach out to identify these savings in other areas?

Yes

No

How many full time employees do you have?

Please include the number of full time W2 employees you have.

How many of these employees are paid by paycheck?

Full Time Turnover Rate (%)

Enter your full time employee turnover rate percentage. Do not include the "%" sign.

Please enter a number from 0 to 100.

How many part time employees do you have?

Please include the number of part time W2 employees you have.

How many of these employees are paid by paycheck?

Part Time Turnover Rate

Enter your part time employee turnover rate percentage. Do not include the "%" sign.

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# of FT Turnover

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# of PT Turnover

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Actual FT Employees

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Actual PT Employees

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Total # of Employees

Are you currently receiving work opportunity tax credits?(Required)

The Work Opporunity Tax Credit (WOTC) is a Federal tax credit available to employers for hiring individuals from certain targeted groups who have constantly faced significant barriers to employment.

Yes

No

If so, please provide the name of the payroll provider assisting you with this.

What percentage fee is your payroll provider charging you for this?

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FT WOTC 15%

This is the approximate tax credit you should be receiving.

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PT WOTC 20%

This is the approximate tax credit you should be receiving.

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Estimated Work Opportunity Tax Credit

This is the approximate tax credit you should be receiving.

Let's Keep Going

You're getting closer to discovering all of your potential savings. Let's continue!

What is your commercial real estate's total purchase price (less land cost)?

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Net Present Value Over 10 Years

For 2020, there is a maximum credit of $5,000 per eligible employee. The 2020 credit is computed at a rate of 50% of qualified wages paid, up to $10,000 per eligible employee for the year.

Did you have a quarter in 2020 where revenue was down 50% or more compared to 2019?

Yes

No

If so, how many quarters?

For 2021, there is a maximum credit of $7,000 per eligible employee, per quarter. The 2021 credit is computed at a rate of 70% of qualified wages paid, up to $10,000 per eligible employee, per quarter.

Did you have a quarter in 2021 where revenue was down 20% or more compared to 2019?

Yes

No

If so, how many quarters?

What is the average annual wage per employee per quarter?

What is the average wage that your employees make each quarter. (Maximum of $10,000)

Please enter a number from 0 to 10000.

Enter the wages earmarked for PPP forgiveness in 2020.

Enter your total wages earmarked for the entire year.

Enter the wages earmarked for PPP forgiveness in 2021.

Enter your total wages earmarked for the entire year.

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Total Average Wages Minus Earmark 2020

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Total Average Wages Minus Earmark 2021

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Estimated Credit on Wages 2020

This is your estimated credit on wages for employee retention.

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Estimated Credit on Wages 2021

This is your estimated credit on wages for employee retention.

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Total Credit on Wages

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Final Credit on Wages

Looking Good!

You're on the way to discovering all of your potential savings. Let's continue!

How many of your employees are engaged in Research & Development?

What is their average salary per year?

What is the average % of time your employees spend on Research & Development?

How much do you spend annually on supplies for Research & Development?

How much do you pay annually to contractors for Research & Development?

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R&D x Salary x Time

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Supplies + Contractors

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Estimated Research & Development Credit

What is your estimated dollar amount processed via credit/debit card annually?

What percentage do you currently pay to process these credit/debit card payments?

Do not include the "%" sign.

Please enter a number from 1 to 100.

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Processed Amount Paid Now

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Processed Amount Paid with BOS

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Final Credit Card Savings

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Estimated Savings in Credit Card Processing

Press the "Finish" button to see your result!

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Total Employees Paid by Check

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Estimated Pay Card Credit

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Total Annual Savings