Your 90-Day Tax Control Checkpoint™
You've been paying closer attention to your business and taxes for approximately 90 days.
Now it's time to stop and ask:
What changed?
This short checkpoint helps you identify changes in your business, records, income and tax situation that may deserve attention before another three months pass.
Understand what's happening. Prioritize what matters. Control what you can.
START MY 90-DAY CHECKPOINTThis Should Take About 5 Minutes
You do not need to prepare a tax return or perform complicated calculations.
Have your most current business information available if possible.
We'll focus on four areas:
Your Business Numbers
Your Tax Payments
Your Records
Important Changes
Answer based on what you know today.
If you don't know an answer, “Not Sure” is useful information too.
What We're Looking For
Changes
Has your business moved materially away from what you expected?
Gaps
Are your records, tax payments or reserves falling behind what's actually happening?
Decisions
Has something happened that may deserve attention before you simply continue operating as usual?
A Checkpoint Is an Early-Warning Tool
A concern identified here does not automatically mean something is wrong.
The purpose is to recognize changes earlier.
Your Tax Control Membership™ provides ongoing education, checkpoints and resources. Some situations may require individualized analysis or a separate professional service.
If that becomes appropriate, Tax Control Group™ will identify the next available step rather than assuming additional work is included in your membership.
Protect Your Tax Information
Do not enter Social Security numbers, bank-account numbers or other highly sensitive financial information into this checkpoint.
If sensitive documents or records are needed, Tax Control Group™ will direct you to the designated secure client portal.
For general membership questions:
