JOIN TAX CONTROL MEMBERSHIP™

Ongoing tax education, planning checkpoints, reminders and resources designed to help business owners maintain greater year-round Tax Control.

Tax Control Membership™ provides business owners with structured, ongoing tax education, planning checkpoints and access to Tax Control Group™ resources designed to help them stay more informed about their tax situation throughout the year.

Instead of waiting until tax season to start thinking about taxes, membership helps you maintain a year-round Tax Control rhythm built around:

UNDERSTAND — stay informed about the tax issues affecting your business and personal tax situation.

PRIORITIZE — identify tax decisions and planning issues that may deserve attention before they become year-end surprises.

CONTROL — maintain regular tax-planning habits, checkpoints and resources throughout the year.

YOUR MEMBERSHIP INCLUDES

  • Ongoing Tax Control™ educational resources
  • Monthly Tax Control member briefing
  • Quarterly Tax Control checkpoints
  • Tax-planning reminders throughout the year
  • Estimated-tax and deadline reminders
  • Member-only tax education and updates
  • Access to selected Tax Control tools, checklists and resources
  • Guidance on when a tax issue may require a separate professional service
  • Member pricing or preferred access to selected Tax Control Group™ services when specifically offered

Tax preparation, bookkeeping, tax-return amendments, tax-account investigation, IRS or state representation, payroll services and implementation of tax-planning recommendations are not automatically included with membership.

Tax Control Membership™ is designed to help you stay engaged with your taxes throughout the year. It does not guarantee tax savings, refunds, reductions in tax liability or any particular tax outcome.

By purchasing Tax Control Membership™, I understand that this is a recurring monthly membership billed at $99 per month until canceled according to the applicable cancellation terms. Membership provides the resources and services specifically identified as included and does not automatically include tax-return preparation, bookkeeping, tax-account investigation, representation or implementation services. Tax Control Group™ does not guarantee tax savings, refunds, reductions in tax liability or any specific tax outcome.