Tax Control Starter™

 

Tax Control Starter™ includes:

1. Tax Control Intake™

A structured intake covering their tax history, amount typically owed, business/entity information, bookkeeping, recordkeeping, estimated payments, revenue/profit range, concerns and desired outcome.

2. Preliminary Tax Pattern Review

Review the information and limited documents submitted to identify apparent recurring patterns and areas requiring further analysis.

3. Tax Clarity Snapshot™

A concise written client-facing summary covering:

WHAT WE SEE
What appears to be happening.

WHY IT MATTERS
Why those patterns deserve attention.

PRIORITY AREAS
The highest-priority issues identified from the information reviewed.

IMMEDIATE ACTIONS
What the client can reasonably begin addressing now.

NEXT-LEVEL ANALYSIS
What cannot responsibly be answered without deeper analysis.

4. 30-Minute Tax Control Review Session

Walk through the findings.

5. Recommended Next Step

You leave knowing whether you appear to need:

  • education/self-implementation;
  • tax planning;
  • bookkeeping/record reconstruction;
  • entity/compensation analysis;
  • IRS-notice/urgent review;
  • a deeper Tax Control engagement; or
  • another professional/service outside your scope.

 

WHAT IT DOES NOT INCLUDE

Tax Control Starter™ does not include:

full tax preparation, amended return preparation, audit representation, IRS collection representation, bookkeeping reconstruction, legal advice, implementation of advanced strategies, or the complete Tax Control Plan™ unless specifically included in a separate engagement.

 

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