What is your full legal name?

What is the legal name of your primary business?

What state is your primary business organized or registered in?

How is your primary business currently taxed?

What does your business primarily do?

Approximately how long has this business been operating?

What is your expected individual tax filing status for the current tax year?

Approximately how much gross revenue do you expect your primary business to generate this year?

Approximately how much net business profit do you expect this year after business expenses?

Do you currently have reasonably current business financial records?

Do you or your spouse expect W-2 wages during the current tax year?

Do you expect significant income this year from sources other than your primary business or W-2 wages?

If you expect other significant income, briefly describe the source and estimated amount.

Approximately how much federal income tax has been withheld for you and your spouse during the current year?

Approximately how much have you paid in federal estimated taxes for the current year?

Approximately how much have you paid in state estimated taxes for the current year?

Compared with last year, how do you expect your total income to change this year?

If your business is an S Corporation or C Corporation, are you currently paying yourself through payroll?

Have you purchased, or do you expect to purchase, significant business equipment, vehicles or other business assets this year?

Are you currently contributing to a retirement plan, or considering a retirement-plan contribution for this tax year?

Have any significant business, financial or personal changes occurred this year that could affect your taxes?

Briefly explain any significant change you believe may affect your taxes.

Which areas of your tax situation concern you most right now?

What would you most like your Business Owner Tax Control Plan™ to help you understand or improve?

Is there anything else about your business or tax situation that you believe we should know before beginning the planning review?

I understand that my $2,500 Business Owner Tax Control Plan™ engagement covers one business owner and one primary business entity.

I understand that this engagement provides tax analysis, projections, education and planning recommendations based on the information available during the engagement and does not guarantee tax savings, refunds, reductions in tax liability or any other specific tax outcome.

I understand that tax-return preparation, amended returns, bookkeeping, payroll, entity formation or elections, implementation of recommendations, tax-account investigation, notice response, collection matters and tax representation are not automatically included in this engagement.

I understand that recommendations may change if the information I provide is incomplete or inaccurate, or if my income, expenses, business activity, tax law or other relevant circumstances change.

I understand that sensitive tax and financial documents should not be submitted through this assessment or ordinary email and will be provided through the designated secure client portal.