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

• Yes
• Mostly
• No
• Not Sure

Do you know your approximate current business revenue and net profit?

• Yes
• Approximately
• No

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

• Yes
• Approximately
• No
• Not Applicable

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

• Yes
• Approximately
• No
• Not Applicable

Are you maintaining awareness of how much cash is reserved for taxes?

• Yes, consistently
• Sometimes
• No
• Not Sure

Are legitimate business expenses being consistently recorded and supported?

• Yes
• Mostly
• No
• Not Sure

Do you understand how money you take from your business is generally being classified in your records?

• Yes
• Mostly
• No
• Not Sure

When a significant financial change occurs, are you more likely now to consider whether it could affect your taxes?

• Yes
• Sometimes
• No
• Not Sure

Compared with when you joined Tax Control Membership™, how would you describe your understanding of your business tax situation today?

• Much better
• Somewhat better
• About the same
• Less clear
• Not Sure

Compared with when you joined, how would you describe the organization of your tax and business financial records?

• Much better
• Somewhat better
• About the same
• Worse
• Not Sure

Compared with when you joined, how confident are you that you would recognize a significant tax-related issue earlier?

• Much more confident
• Somewhat more confident
• About the same
• Less confident
• Not Sure

Which areas still need attention?

Select all that apply:

• Bookkeeping/financial records
• Business profitability
• Estimated taxes
• Tax reserves/cash
• Business expenses/deductions
• Owner compensation/payments
• Payroll
• Business structure
• Major purchases/assets
• Tax preparation/compliance
• Prior-year tax matters
• IRS or state tax notices
• Tax planning
• Other
• None currently identified

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

• Yes
• No
• Not Sure

 Do you expect any significant changes during your next 12 months?

• Yes
• No
• Not Sure

If yes, what changes do you expect?

What is the single biggest tax-related concern you are carrying into your next 12 months?

What is your #1 Tax Control priority for your next 12 months?

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