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Tax Control Membership™ — 6-Month Checkpoint

Tax Control Membership™ — 6-Month Checkpoint

 

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Question 1 of 15

Are your business financial records current enough for you to reasonably understand your present financial position?

  • Yes
  • Mostly
  • No
  • Not Sure

Question 2 of 15

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

  • Yes
  • Approximately
  • No

Question 3 of 15

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

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

Question 4 of 15

Have your estimated-tax payments and/or withholding been reviewed using your more recent income information?

  • Yes
  • No
  • Not Sure
  • Not Applicable

Question 5 of 15

Do you know approximately how much federal tax you have paid so far through estimated payments and/or withholding?

  • Yes
  • Approximately
  • No
  • Not Applicable

Question 6 of 15

Do you know approximately how much state estimated tax you have paid so far, if applicable?

  • Yes
  • Approximately
  • No
  • Not Applicable

Question 7 of 15

Are you maintaining a tax reserve separate from money you consider available for ordinary business spending?

  • Yes
  • Somewhat
  • No
  • Not Sure

Question 8 of 15

Are legitimate business expenses being consistently recorded and supported?

  • Yes
  • Mostly
  • No
  • Not Sure

Question 9 of 15

Do you understand how the money you've taken from the business for yourself has been classified?

  • Yes
  • Mostly
  • No
  • Not Sure

Question 10 of 15

Have any of the following occurred since your last checkpoint?

Select all that apply:

  • Significant increase in revenue or profit
  • Significant decrease in revenue or profit
  • New employee(s)
  • Payroll started or materially changed
  • New owner or ownership change
  • New business or business activity
  • Major equipment purchase
  • Vehicle purchase or sale
  • Real-estate purchase or sale
  • Significant new debt
  • Large owner draw/distribution
  • Major household income change
  • Retirement-related decision
  • IRS or state tax notice
  • Other significant financial event
  • None of these

Question 11 of 15

Are you considering a significant financial or business decision during the next six months?

  • Yes
  • No
  • Not Sure

Question 12 of 15

If yes, what are you considering?

Question 13 of 15

 Which area currently needs the most attention?

  • Bookkeeping/records
  • Business profitability
  • Estimated taxes
  • Tax reserves/cash
  • Owner compensation/payments
  • Business expenses/deductions
  • Major purchase or transaction
  • Tax notice/compliance issue
  • Tax planning
  • Other
  • I'm not sure

Question 14 of 15

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

Question 15 of 15

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

  • I understand and agree

A

- I understand and agree

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