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

• Yes
• Mostly
• No
• Not Sure

Compared with your expectations, your current business profit is:

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

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

• Yes
• No
• Not Sure
• Not Applicable

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

• Yes
• Approximately
• No
• Not Applicable

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

• Yes
• Approximately
• No
• Not Applicable

Are you maintaining money specifically reserved for taxes?

• Yes, consistently
• Somewhat
• No
• Not Sure

Have any significant business or financial changes occurred since your last checkpoint?

• Yes
• No
• Not Sure

Which changes have occurred?

Select all that apply:

• Significant revenue/profit increase
• Significant revenue/profit decrease
• New employee(s)
• Payroll change
• Ownership change
• Started another business
• Major equipment purchase
• Vehicle purchase or sale
• Real-estate transaction
• Significant new debt
• Large owner draw/distribution
• Major household income change
• Retirement-related change
• IRS or state tax notice
• Other significant event
• None

Are you considering any significant business or financial decisions during the next three to six months?

• Yes
• No
• Not Sure

Which decisions are you considering?

Select all that apply:

• Hiring
• Major equipment purchase
• Vehicle purchase
• Real-estate purchase or sale
• Significant financing/debt
• Large owner distribution/draw
• Changing owner compensation
• Starting another business
• Changing business ownership
• Retirement-related decision
• Selling a major asset
• Closing or substantially changing a business
• Other
• None

Is there a significant transaction you're considering where understanding the tax consequences before acting could affect your decision?

• Yes
• No
• Not Sure

Which area currently deserves the most attention?

• Business profitability
• Bookkeeping/records
• Estimated taxes
• Tax reserves/cash
• Owner compensation/payments
• Major purchase
• Major transaction
• Retirement planning
• Business structure/ownership
• Tax notice/compliance
• Other
• Not Sure

What is the most important tax or financial decision you expect to make during the next several months?

What is your biggest tax-related concern right now?

I understand that this checkpoint helps identify issues and decisions that may deserve attention and does not constitute individualized tax advice, tax-return preparation, tax-account investigation, representation or implementation services