What is your full name?

What is the legal name of your primary business?

What type of business entity is it?

What state is your business primarily located in?

Are there additional business entities that may materially affect your personal tax situation?  If yes, briefly identify them.

Approximately what is your expected gross business revenue for the current year?

Approximately what is your expected net business profit or loss for the current year?

Compared with last year, is your business income currently:

Do you have reasonably current bookkeeping or financial records?

Have there been any major changes in the business this year? If yes, briefly describe the changes.

Have you filed your most recent federal individual tax return?

Have you filed the most recent required business tax return, if applicable?

Have you made federal estimated tax payments for the current year?

Have you made state estimated tax payments for the current year?

Do you currently expect to owe taxes when you file?

Do you currently owe the IRS or a state taxing authority from a prior year?

Are you considering purchasing significant equipment, vehicles or other business assets before year-end?

Are you currently contributing to a retirement plan?

Are you considering making or increasing retirement contributions before year-end?

Do you operate an S corporation or receive wages from your own business?

Are you expecting any unusually large income, sale, distribution, bonus or other transaction before year-end?

Are you expecting any unusually large business expense before year-end?

Have you purchased or sold any major business or investment assets during the current year?

Have you experienced a major personal financial change that could materially affect your taxes this year?

What is your biggest tax concern going into year-end?

Are there specific tax decisions you are trying to make before year-end?  If yes, briefly describe them.

What would you most like to understand by the end of your Year-End Tax Strategy engagement?

I understand that the $997 Year-End Tax Strategy™ engagement covers one business owner and one primary business entity within the standard scope.

I understand that recommendations depend on the completeness and accuracy of the tax and financial information I provide.

I understand that Tax Control Group™ does not guarantee a particular amount of tax savings, refund, tax liability or other tax outcome.

I understand that some planning opportunities may require action before year-end or another applicable deadline, and purchasing this service does not extend any deadline.

I understand that tax-return preparation, bookkeeping or cleanup, payroll processing, amended returns, implementation work, notice response, collection matters and IRS/state representation are not automatically included in this engagement.

I understand that tax returns, Social Security numbers, financial statements and other sensitive tax information must be provided through the designated secure client process rather than this assessment or ordinary email.