I Want to Start a Business
Business Match Assessment
Free
What happens next: Business Launch Review or Business Launch Blueprint™.
BUSINESS OWNER TOOLS
Business Owner Tools & Checkups
A directory of practical checkups and educational tools for funding readiness, compliance, business structure, taxes, and self-employment.
Some items below are free educational self-checks, some are paid assessments, and some route you directly to an Urban AZ Financial service or consultation. Each card is labeled so you know what you are choosing.
Find Your Assessment — Directory
Choose the goal that fits your situation. This directory brings existing Urban AZ questionnaires, educational checks and service intakes together in one place.
Free first steps do not include paid professional reviews. Any unpublished review fee is confirmed before engagement.
Start, Reset, Funding & Compliance
I’m Already in Business, But Something Isn’t Working
Business Reset & Growth Diagnostic
Free
What happens next: Business Reset / Growth Review.
I Need Business Credit or Funding
Business Credit & Funding Readiness Assessment
Free assessment
What happens next: A scoped readiness review, Business Money Checkup, or funding preparation.
I Want a Clear Financial Readiness Review
Business Money Checkup™
Paid — $49 Checkup / $99 Blueprint
What happens next: Written priorities; the Blueprint adds a 30/60/90-day plan and review.
I’m Considering a Business Opportunity or Funding Program
Know Before You Owe™ / Opportunity Verification
Free loan-broker fit check; paid reviews $49 / $249
What happens next: Business Opportunity Checkup or Funding & Opportunity Verification Review.
I Need an Entity Compliance Review
Business Compliance & Entity Protection Assessment
Review fee confirmed before engagement
What happens next: Entity cleanup, reinstatement, review or annual-maintenance enrollment.
LLC, Corporation & S-Corp Choices
I Need Help Choosing LLC vs Corporation
Business Structure Advisor
Free educational quiz
What happens next: Formation, conversion, S-Corp or structure review, as appropriate.
I Want to Know if S-Corp Taxation May Help Me
S-Corp Savings Check™
Free
What happens next: S-Corp Opportunity Review or election assistance, if appropriate.
IRS Notices, Back Taxes & Filing
I Have an IRS Notice or Tax Problem
IRS Notice Review / Levy Notice Check
Review fee confirmed before engagement
What happens next: Notice review and an appropriate, separately scoped IRS engagement.
I Have Unfiled Returns or an IRS Substitute for Return
IRS Nonfiler / SFR Review
Review fee confirmed before engagement
What happens next: Filing-history review and separately scoped return or resolution work.
I Need to Understand an IRS Letter
Understanding Your IRS Letter
Free educational guide; professional review quoted
What happens next: Notice-review consultation when assistance is needed.
I Need Help With Back Taxes, Amended Returns or Filing
Tax Services / Filing Review
Paid services — quote required
What happens next: Tax preparation, back-return or amended-return assistance as appropriate.
Nonprofit Formation & Grant Funding
I Want to Start a Nonprofit
Nonprofit Formation / 501(c)(3)
Paid services — quote required
What happens next: Formation, governance and tax-exempt application support.
I Need Grant Funding Help
Grant Readiness Review / Grant Intake
Readiness fee confirmed; grant support starts at $495
What happens next: Scoped grant writing or funding development; full proposals start at $1,495.
Still Not Sure?
Help Me Find the Right AssessmentCall 623-226-7948 for help choosing a pathway. No funding approval, credit approval, tax savings, grant award or other outcome is guaranteed.
HOW RESULTS ARE LABELED
Understanding your checkup result
Checkups that produce a result use the same three labels, based on your answers. These labels describe readiness only. They are not a guarantee of savings, funding, credit approval, or any other outcome.
Green — On Track
Your answers did not surface an immediate concern in the areas reviewed. Routine monitoring is still recommended.
Yellow — Review
Your answers point to one or more areas worth a closer look before they become a bigger issue.
Red — Priority Review
Your answers point to a gap that is likely to affect readiness or compliance and is worth addressing soon.
PAID ASSESSMENT
Business Money Checkup™
A structured, paid review of business banking, revenue, documentation, compliance, and credit readiness, with a Green/Yellow/Red result, your top priorities, and a recommended next step. Includes the current $49 Checkup and $99 Blueprint options.
EDUCATIONAL OVERVIEW
Funding Readiness
Learn what lenders and funding providers typically evaluate, including banking history, revenue, documentation, credit, and structure, before deciding whether to pursue capital. This overview does not score your business or guarantee funding or approval.
SELF-CHECK
Business Compliance Assessment
Review your business records, banking separation, entity status, and operational documentation to identify compliance and fundability priorities, with a Green/Yellow/Red result and a recommended next step.
SELF-CHECK
LLC vs Corporation Advisor
Compare LLC and corporation structures in Arizona and take the quick quiz to find a formation, conversion, compliance, or funding-readiness path worth discussing further. This is educational, not a legal or tax determination.
SELF-CHECK
Business Match Assessment
Share your goals, skills, and budget to see possible business directions worth exploring further. Results are suggestions for research, not a guarantee of success or income.
SELF-CHECK
Business Reset & Growth Diagnostic
For a business that already exists but feels stuck, get a clear diagnostic of what is working, what is broken, what is missing, and what to do next, with a recommended next step.
SELF-CHECK
S-Corp Savings Check
See whether S-Corp taxation may be worth exploring for your business, including Form 2553 timing, reasonable-compensation considerations, and payroll setup. This is educational only and does not guarantee tax savings.
EDUCATIONAL OVERVIEW
Business Tax Savings Check
A general look at common business tax planning opportunities worth discussing with a preparer, such as entity structure, deductions, and timing. No numeric scoring here; a Tax Services review can go deeper into your specific situation.
EDUCATIONAL OVERVIEW
Estimated Tax Checkup
Learn why quarterly estimated tax payments matter for business owners and the self-employed, and what to gather before a review. For a withholding estimate, use the W-4 tool in the Resource Center; for a payment review, connect with Tax Services.
EDUCATIONAL OVERVIEW
Worker Classification Education
Understand the general factors that distinguish an employee from an independent contractor and why the distinction matters for payroll and tax compliance. This is general education, not a classification determination for your business.
EDUCATIONAL OVERVIEW
1099 / Self-Employed Tax Checkup
A general overview of recordkeeping, deductions, and organization considerations for 1099 and self-employed taxpayers ahead of filing. Visit the Resource Center for checklists, or connect with Tax Services for a review of your documents.
NEXT STEP
Not sure where to start?
A short consultation can help identify which checkup, assessment, or service fits your situation best.
IMPORTANT INFORMATION
The tools and checkups on this page are educational and, where noted, formal paid assessments. They do not guarantee tax savings, funding, credit approval, lender approval, business outcomes, or eligibility for any program. Green, Yellow, and Red results describe readiness based on your answers only and are not a professional opinion, tax return, or legal determination.
No tax, EIN, banking, credit, or other sensitive financial data is transmitted or stored by the educational tools on this page. Paid assessments that require such information are handled through a secure Urban AZ Financial intake after payment, as described on each assessment's own page.
