check

Tax Control Membership™ — 90-Day Checkpoint

Tax Control Membership™ — 90-Day Checkpoint

 

Click the button below to start.

Start

Question 1 of 14

Are your business financial records reasonably current?

  • Yes
  • Somewhat
  • No
  • Not Sure

Question 2 of 14

Do you know your approximate year-to-date business revenue?

  • Yes
  • Approximately
  • No

Question 3 of 14

Do you know your approximate year-to-date net business profit?

  • Yes
  • Approximately
  • No

Question 4 of 14

Compared with what you expected, your business profit is currently:

  • Significantly higher
  • Somewhat higher
  • About as expected
  • Somewhat lower
  • Significantly lower
  • Not Sure

Question 5 of 14

Do you know how much federal estimated tax you have actually paid so far?

  • Yes
  • Approximately
  • No
  • Not Applicable

Question 6 of 14

Do you know how much state estimated tax you have actually paid so far?

  • Yes
  • Approximately
  • No
  • Not Applicable

Question 7 of 14

Have your estimated-tax payments or withholding been reviewed since your income or business profit last changed materially?

  • Yes
  • No
  • My income/profit has not changed materially
  • Not Sure
  • Not Applicable

Question 8 of 14

Are you currently setting aside money for taxes?

  • Yes, consistently
  • Somewhat
  • No
  • Not Sure

Question 9 of 14

Have you had difficulty keeping business and personal transactions properly separated?

  • No
  • Occasionally
  • Yes
  • Not Sure

Question 10 of 14

Have any significant business or financial changes occurred during the last 90 days?

  • Yes
  • No
  • Not Sure

Question 11 of 14

If yes, what changed?

Select all that apply:

  • Significant increase in income
  • Significant decrease in income
  • Hired employees
  • Started or changed payroll
  • Added or lost an owner
  • Started another business
  • Purchased a major business asset
  • Purchased or sold a vehicle
  • Purchased or sold real estate
  • Took on significant new debt
  • Made a large owner distribution/draw
  • Major household income change
  • Received an IRS or state tax notice
  • Other
  • None of these

Question 12 of 14

Is there a tax or business-financial issue you're currently unsure how to handle?

  • Yes
  • No
  • Not Sure

Question 13 of 14

 

What is the single biggest tax-related concern you have right now?

Question 14 of 14

I understand that this checkpoint is designed to help identify issues that may deserve attention and does not constitute individualized tax advice, tax-return preparation, tax-account investigation or representation.

A

- I understand and agree

Confirm and Submit