Business Owner Tax Control Plan™ — Secure Document Submission
Securely Provide Your Tax Control Plan Records
Your intake is complete. Now provide the records needed to begin developing your Business Owner Tax Control Plan™.
Please use the designated secure client portal to provide the tax, business and financial records needed for your planning engagement.
These records will help us evaluate your current tax position, identify planning priorities and develop recommendations based on your actual circumstances.
Do not send tax returns, Social Security numbers, bank records or other sensitive financial information through ordinary email.
Start With Your Most Recent Tax Returns
Please provide your most recently filed:
✓ Federal individual income tax return
✓ Primary-state individual income tax return
✓ Business tax return, if your business files a separate return
This may include Form 1065, Form 1120-S or Form 1120 depending on how your business is taxed.
If Tax Control Group™ already has the applicable returns in your client records, you do not need to provide another copy unless requested.
Provide Your Current Business Financial Information
Provide the most current information reasonably available for your primary business.
This may include:
✓ Current year-to-date Profit & Loss statement
✓ Current Balance Sheet, when available
✓ Current year-to-date income summary
✓ Current year-to-date expense summary
✓ Other current bookkeeping reports that help explain your business finances
Your records do not need to be year-end final statements.
If your bookkeeping is not completely current, provide the best available information and let us know what may still be incomplete.
Show Us What Is Happening With Your Taxes This Year
When applicable, provide:
✓ Recent pay statements showing year-to-date wages and tax withholding
✓ Spouse's recent pay statement if filing jointly
✓ Federal estimated-tax payment confirmations
✓ Primary-state estimated-tax payment confirmations
✓ Information about significant income outside your primary business
✓ Available information about rental, investment, retirement, K-1 or other material income
Only provide items that apply to your situation.
Help Us Understand How Money Moves Between You and the Business
Depending on your business structure, we may need information about:
✓ W-2 wages paid to you by the business
✓ Owner draws or distributions
✓ Guaranteed payments
✓ Shareholder distributions
✓ Owner contributions to the business
✓ Current payroll information
✓ Your existing business tax treatment
If an item does not apply to your business, you do not need to provide it.
Provide Information About Significant Tax Decisions
If applicable, provide information about:
✓ Significant business equipment or vehicle purchases
✓ Planned major business purchases
✓ Business assets sold during the year
✓ Real estate purchased or sold
✓ Retirement-plan contributions
✓ Planned retirement contributions
✓ Significant investment gains or losses
✓ Other major transactions that may materially affect your taxes
Provide supporting records only when they are relevant to your current planning situation.
Start With the Records That Matter Most
You do not need to upload every receipt, invoice, bank transaction or business document you have.
Start with your tax returns, current financial summaries, payment information and records related to significant tax issues or transactions.
If we need additional information while developing your plan, we'll tell you specifically what is needed.
This helps keep the planning process focused on the information that can materially affect your tax decisions.
Your Plan Depends on the Information Available
Your Business Owner Tax Control Plan™ will be developed using the information and records available during the engagement.
Incomplete, inaccurate or outdated information may affect projections and recommendations.
Your tax position may also change because of future income, expenses, deductions, credits, elections, payments, business activity, tax-law changes or other circumstances.
If something significant changes while your plan is being developed, let us know.
Keep Your Tax and Financial Records
Do not send tax returns, Social Security numbers, bank records, financial statements or other sensitive information through ordinary email.
Use the designated secure client portal for records related to your Business Owner Tax Control Plan™.
What Happens After Your Records Are Received?
1 — REVIEW
We'll review your intake, tax returns, available current-year financial information and other relevant records.
2 — ANALYZE
We'll evaluate your current tax position, estimated payments, business tax considerations and apparent planning opportunities.
3 — BUILD YOUR PLAN
We'll develop your written Business Owner Tax Control Plan™, organized around:
UNDERSTAND → PRIORITIZE → CONTROL
4 — REVIEW TOGETHER
You'll receive your included 60-minute Tax Control Plan Review Session to walk through your plan, priorities and recommended next steps.
What If We Need Something Else?
If additional information or documentation is needed while preparing your return, Tax Control Group™ will contact you with the specific items required.
Use the client portal whenever requested information contains sensitive taxpayer or financial information.
Ready to Provide Your Records?
Use the secure client portal to provide the tax, business and financial information needed to begin developing your Business Owner Tax Control Plan™.
