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Tax Control Strategy Assessment

Before booking your session, complete the Tax Control Strategy Assessment.

This is a structured diagnostic used to evaluate what’s been happening, where breakdowns exist, and what it would take to bring your taxes under control.

This ensures your session is focused, efficient, and built around your actual numbers—not assumptions.

Click the button below to start.

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Question 1 of 23

Basic Information

1. Full Name
2. Best Email Address
3. Best Phone Number
4. Business Name

Question 2 of 23

 Entity Type

A

Sole Proprietor

B

LLC

C

Corporation (S-Corps or C-Corps)

D

Partnership

E

Not Sure

Question 3 of 23

What state is your business registered in? 

Question 4 of 23

About how much have you been owing in taxes each year?

A

Under $5,000

B

$5,000–$9,000

C

$9,000–$20,000

D

$20,000+

Question 5 of 23

How many years has this been happening?

A

First year

B

2–3 years

C

3+ years

Question 6 of 23

Are you currently behind on taxes or payments?

A

Yes

B

No

C

Not Sure

Question 7 of 23

Have you received any IRS notices or letters?

A

Yes

B

No

Question 8 of 23

If yes, briefly describe what you received:

Question 9 of 23

How clearly do you feel you understand why you’ve been owing?

A

Very clearly

B

Somewhat clearly

C

Not clearly at all

Question 10 of 23

What do you believe is the main reason this keeps happening?

Question 11 of 23

What has been most frustrating about your tax situation?

Question 12 of 23

What concerns you most if this continues for another 2–3 years?

Question 13 of 23

Do you track business expenses consistently?

A

Yes, monthly

B

Sometimes

C

Not really

Question 14 of 23

What system do you currently use to keep records?

A

QuickBooks

B

Spreadsheet

C

Accountant handles it

D

Nothing consistent

Question 15 of 23

Do you separate business and personal expenses?

A

Yes

B

Sometimes

C

No

Question 16 of 23

Do you make quarterly estimated tax payments?

A

Yes

B

No

C

Not Sure

Question 17 of 23

Roughly how much do you believe this issue has cost you over time?

Question 18 of 23

If nothing changes, what do you think this will cost you financially over the next 3 years?

Question 19 of 23

Beyond money, how has this affected you mentally or emotionally?

Question 20 of 23

How soon are you looking to fix this?

A

• Immediately

B

• Within 30 days

C

• Within 90 days

D

• Just exploring

Question 21 of 23

If we identify a clear path to fix this, are you willing to follow a structured plan?

A

Yes

B

Maybe

C

Not Sure

Question 22 of 23

Are you the decision-maker for moving forward with a solution?

A

Yes

B

No

C

Shared Decision

Question 23 of 23

 If we determine you’re a fit for the program, are you prepared to invest in fixing this properly?

A

Yes

B

Maybe

C

Not Sure

Confirm and Submit