Business Owner Tax Control Plan™

Build a tax plan around your business — not just your tax return.

The Business Owner Tax Control Plan™ is a comprehensive tax-planning engagement designed for business owners who want to better understand what is driving their tax situation and make informed tax decisions before the year is over.

Rather than waiting until tax preparation to find out what happened, we'll evaluate your available tax and business information to identify planning priorities, potential opportunities, estimated-tax considerations and areas that may require attention.

Your plan is organized around the Tax Control Group™ framework:

UNDERSTAND — identify what appears to be driving your current tax position.

PRIORITIZE — determine which tax issues, planning opportunities and decisions deserve attention first.

CONTROL — develop practical recommended actions and planning checkpoints for moving forward.

YOUR $2,500 ENGAGEMENT INCLUDES

Your Business Owner Tax Control Plan™ includes planning for one business owner and one primary business entity, including:

✓ Review of your most recently filed individual tax return
✓ Review of your most recently filed business tax return, when applicable
✓ Review of available current-year business financial information
✓ Current-year federal tax projection
✓ Primary-state tax considerations
✓ Estimated-tax payment review
✓ Business income and expense review
✓ Deduction review
✓ Owner compensation review, when applicable
✓ Entity tax-treatment review
✓ Retirement-plan tax considerations
✓ Business asset and equipment considerations
✓ Income and expense timing considerations
✓ Identification of apparent tax-planning gaps
✓ Identification of potential tax-planning opportunities
✓ Prioritized recommended actions
✓ Written Business Owner Tax Control Plan™
✓ 60-minute Tax Control Plan Review Session

WHAT THE CLIENT RECEIVES

At the conclusion of the planning process, you'll receive your written Business Owner Tax Control Plan™.

Your plan will organize the findings and recommendations into clear priorities so you can better understand your tax position, what deserves attention and what actions should be considered moving forward.

You'll also receive an included 60-minute Tax Control Plan Review Session to walk through the plan and discuss your recommended next steps.

IMPORTANT SCOPE

The Business Owner Tax Control Plan™ provides tax analysis, projections, education and planning recommendations based on the information available during the engagement.

Tax laws and individual circumstances vary, and recommendations must be evaluated based on your actual facts and circumstances.

Tax Control Group™ does not guarantee a specific amount of tax savings, refund, reduction in tax liability or other tax outcome.

WHAT IS NOT INCLUDED

Your $2,500 planning engagement does not automatically include:

• Tax-return preparation
• Amended tax-return preparation
• Bookkeeping or bookkeeping cleanup
• Payroll processing
• Payroll tax-return preparation
• W-2 or 1099 preparation
• Entity formation
• Preparation or filing of entity elections
• Legal advice
• Investment advice
• Implementation of recommended strategies
• Tax-account investigation
• Tax-notice response
• Penalty abatement
• Collection matters
• IRS or state representation

If additional services are recommended, the scope and pricing will be discussed separately before additional work begins.

PURCHASE TERMS / CHECKOUT ACKNOWLEDGMENT

By purchasing the Business Owner Tax Control Plan™, I understand that this is a tax-planning engagement based on the information I provide. It does not guarantee tax savings, refunds, reductions in tax liability or any specific tax outcome. Services outside the stated scope require a separate engagement.