BUSINESS COMPLIANCE REVIEW
Let's Find Out Where Your Business Stands.
Thank you for choosing Tax Control Group™ for your Business Compliance Review.
Your first step is to complete the intake. This will help us understand your business structure, filing history, tax obligations and the compliance areas that should be reviewed.
After completing the intake, you'll receive instructions for providing applicable business and tax documents through the designated secure client process.
Complete My Business Compliance IntakeHere's What Happens Next
1 — COMPLETE YOUR INTAKE
Tell us about your business, tax classification, filing history and known compliance concerns.
2 — PROVIDE DOCUMENTS SECURELY
Provide applicable business, tax, payroll and compliance documents through the designated secure client process.
3 — WE REVIEW YOUR COMPLIANCE
We'll review the information provided and identify potential filing, reporting and business-tax compliance matters requiring attention.
4 — RECEIVE YOUR FINDINGS
You'll receive a written summary identifying key findings, priorities and recommended next steps.
Start With Your Business Compliance Intake
Complete the intake before providing documents.
Your answers will help us understand your business entity, filing history, payroll and information-return activity, state obligations and other compliance areas that may need review.
Do not enter Social Security numbers, bank-account information or other sensitive taxpayer information in the intake.
Complete My Business Compliance IntakeWhat Does the Review Cover?
For one business entity, the review may include:
- Federal business tax-return filing status
- State business tax-return filing status
- Entity tax classification
- Prior-year filing history
- Estimated business-tax requirements
- Payroll-tax filing status, when applicable
- W-2 and W-3 compliance indicators
- 1099 and information-return compliance indicators
- Basic owner/officer compensation compliance indicators
- State tax and registration matters disclosed by you
- IRS or state business notices provided for review
- Potentially missing or delinquent filings
- Compliance priorities requiring attention
Your Business Compliance Review Is $997
The $997 fee covers the review of one business entity within the established scope of this service.
You'll receive a written summary of key findings, compliance priorities and recommended next steps.
Preparation or correction of tax returns, payroll filings, W-2s, 1099s or other filings identified during the review is not included in the $997 fee.
What Should I Have Ready?
Depending on your business, applicable documents may include:
- Most recently filed business tax returns
- Prior-year business tax returns
- State business tax returns
- Business formation documents
- IRS entity-election correspondence
- Payroll reports
- Forms 941
- Forms 940
- Forms W-2 and W-3
- Forms 1099 and related filings
- State payroll filings
- Estimated-tax payment records
- IRS business notices
- State tax notices
- Basic financial statements or business records relevant to the review
You do not need to provide these documents on this page.
This Is a Review — Not Tax Preparation
Business Compliance Review is designed to identify potential compliance issues and recommended next steps.
The $997 engagement does not automatically include preparing or amending tax returns, correcting payroll filings, preparing W-2s or 1099s, bookkeeping, financial-record reconstruction, notice response, penalty abatement, collection resolution or IRS/state representation.
If additional work is recommended, it will require a separate engagement and applicable fee.
Keep Your Business Tax Information Secure
Do not send tax returns, payroll records, Social Security numbers, bank information or other sensitive taxpayer information through ordinary email or Kajabi forms.
Sensitive documents should only be provided through the designated secure client process.
Complete My Business Compliance IntakeReady to See Where Your Business Stands?
Complete your Business Compliance Intake so we can begin identifying the filing and compliance areas that should be reviewed.
Complete My Business Compliance Intake