Business Owner Tax Control Plan™ Intake
Help us understand your business, your current tax situation and where you want greater tax control.
Please complete the intake below as accurately as possible.
Your answers will give us the starting information needed to evaluate your current tax position, identify planning priorities and determine what records are needed to develop your Business Owner Tax Control Plan™.
You do not need to upload sensitive documents here. After completing this intake, you’ll be directed to the secure document-submission step.
What Happens Next?
After submitting your intake, your next step is to securely provide the tax and business records needed to begin your planning review.
We’ll use your intake and supporting records together to evaluate your current tax position, identify planning priorities and develop your Business Owner Tax Control Plan™.
Do not send sensitive documents through ordinary email.
Good Planning Depends on Good Information
Your Business Owner Tax Control Plan™ will be based on the information and records available during the engagement.
Complete and current information helps us evaluate your situation more accurately and develop recommendations that are relevant to your actual circumstances.
Your tax position and planning recommendations may change if your income, expenses, business activity or other circumstances change.
Keep Sensitive Documents Out of This Form
Do not enter Social Security numbers, bank account numbers or other sensitive financial information into this intake.
Do not email tax returns, financial statements or other sensitive records.
After submitting this assessment, continue to the secure document-submission step for instructions on providing the records needed for your planning review.
