THE OWNER'S
NUMBER
A PRIVATE 2026 ESTIMATETalk to a person
← Back to my number
BUILD MY PLAN

Now let's get
your real number.

The estimate used averages. The real plan depends on your shop, how it is set up and the ages of your team. A few minutes here and we come to the call with a design, not a guess.

01

You

The plan is built around the owner, so this comes first.

$
$
Your part and the shop's part together.

How you file your taxes

This, your salary and the shop's profit set your real tax bracket.

Who owns the shop

Other owners can be in the plan too. It changes the design, so we ask.
02

The shop

How it is set up decides what can go in and when.

How the shop is set up on the tax return

$
What is left after wages and costs. It funds the plan, so it sets how big the plan can be.

Made a profit the last three years?

Does the shop put money into the team's retirement now?

Do you own another business with people on payroll?

The IRS counts them together. It does not stop the plan, it just has to be designed in.
03

Your team

Their ages set what the plan puts in for them. This is the part a calculator cannot do.

$

Roughly how many of them are

Family on the payroll?

A spouse or kids on payroll can go on the owner's side of the plan, so we ask.
First names are fine. Paste from payroll if you have it open.
04

Where to reach you

We go through the plan with you on a short call.

Next you pick a time for a short call. Your answers are sent to our team and added to the booking so we can prepare. We only use them to build your plan.