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About Contact Tax Control Group

ONGOING TAX CONTROL

Taxes Shouldn't Be a Once-a-Year Conversation.

Stay informed, organized and engaged with your tax picture throughout the year—not only when it's time to file.

Business changes throughout the year. Revenue changes. Expenses change. Decisions get made. Deadlines approach.

Ongoing Tax Control gives business owners a structured way to stay connected to the tax side of the business through education, planning checkpoints, practical resources and ongoing implementation support.

Explore Ongoing Options

THE ONCE-A-YEAR PROBLEM

A Lot Can Change Between Tax Returns.

YOUR BUSINESS CHANGES

Income Doesn't Stay Still

Revenue, profit, expenses and business activity can change significantly after the last return was filed.

DECISIONS HAPPEN ALL YEAR

Tax Questions Don't Wait for Filing Season

Major purchases, compensation decisions, estimated payments and other business decisions can create questions long before a return is due.

THE YEAR KEEPS MOVING

Deadlines and Planning Windows Pass

Waiting until filing season may mean important information wasn't organized or planning questions weren't considered earlier.

FROM REACTIVE TO PROACTIVE

Choose the Level of Ongoing Tax Control You Need.

Not every business owner needs the same level of ongoing support.

Some primarily want reliable tax information throughout the year. Others want education, tools and implementation structure. Some businesses need more individualized planning and periodic professional review.

That's why Tax Control Group is being structured around different levels of ongoing support rather than forcing every client into the same subscription.

CHOOSE YOUR LEVEL

Three Ways to Stay in Control

LEVEL 1 — INFORMATION

Tax Control Intelligence™ 

$29/month

or

$290/year

Structured tax education for business owners who want practical information, important reminders, business-owner tax insights and resources throughout the year.

Include:

  • educational tax updates;
  • business-owner tax insights;
  • important deadline/reminder content;
  • practical tax-control resources;
  • expanding educational library.
Explore Tax Control Intelligence™

LEVEL 2 — MEMBERSHIP

Tax Control Membership™

$99/month

or

$990/year

Go beyond information with structured education, planning routines, implementation resources and recurring Tax Control activities designed to help you stay engaged throughout the year.

Possible member benefits:

  • everything in Tax Control Intelligence™;
  • monthly Tax Control class;
  • monthly business-owner tax-planning workshop;
  • quarterly planning checklist;
  • quarterly Tax Control Reset;
  • templates and calculators;
  • organized resource vault;
  • deadline reminders;
  • implementation challenges;
  • member Q&A within appropriate educational boundaries.
Explore Tax Control Membership™

LEVEL 3 — PROFESSIONAL

Ongoing Tax Planning & Advisory

 

For business owners whose situation warrants individualized periodic review, planning and a more direct professional relationship throughout the year.

Explore Professional Tax Control

EDUCATION + IMPLEMENTATION

Tax Control Membership™

For business owners who want more than information—but don't necessarily need a private tax engagement every month.

Build stronger year-round tax habits with structured education, planning checkpoints, practical resources and implementation support designed around the business owner's tax calendar.

$99/month

OR

$990/year

Annual membership saves $198 compared with monthly billing.

Join Tax Control Membership™

THROUGHOUT THE YEAR

Build Tax Control Into the Business Calendar

LEARN

Understand

Continue developing your understanding of the tax issues affecting business owners.

CHECK

Review

Periodically review the areas that deserve attention instead of waiting until filing season.

ORGANIZE

Prepare

Keep records, deadlines and tax-related information more organized throughout the year.

ACT

Implement

Turn relevant information and planning priorities into timely action when appropriate.

KNOW WHAT YOUR MEMBERSHIP INCLUDES

Ongoing Education Is Not the Same as an Individual Tax

Tax Control Intelligence™ and Tax Control Membership™ are designed primarily around education, resources and structured implementation support.

Membership does not automatically include preparation of tax returns, amended returns, bookkeeping cleanup, individual tax projections, tax controversy representation, legal services or unlimited individualized tax advice.

When a member's specific circumstances require a separate professional engagement, the applicable service and scope can be identified separately.

NOT READY FOR A PAID MEMBERSHIP?

Start With Free Tax Control Education.

Explore the Tax Control Library™ and join the free Tax Control newsletter to begin learning now.

Explore the Tax Control Library™

NOT SURE WHAT LEVEL YOU NEED?

Start With Your Current Situation.

If you're unsure whether you need education, planning, bookkeeping, preparation or ongoing support, start with what's happening now.

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