Your 9-Month Tax Control Checkpointā„¢
You're entering the final quarter of your first Tax Control Membershipā„¢ year.
This checkpoint isn't only about where your business stands today.
It's about identifying what may need attention next.
Look ahead before important decisions become completed transactions.
START MY 9-MONTH CHECKPOINTThink Forward This Time
Your previous checkpoints focused heavily on understanding where your business stood.
This time, we're also looking ahead.
Think about:
Where your profit is heading
Whether tax payments have kept pace
How much cash you're protecting
Major purchases or transactions
Changes in your business
Decisions you're considering during the next several months
The goal is simple:
Identify important questions before the decision has already been made.
Ask This Before a Major Financial Decision
Before completing a significant transaction, ask:
Does this make financial sense without considering taxes?
Could the tax consequences materially affect my decision?
Does timing matter?
Am I relying on something I heard rather than advice based on my actual situation?
Would I benefit from having this reviewed before I act?
Tax Control doesn't mean allowing taxes to dictate every business decision.
It means understanding when taxes are important enough to be considered before the decision becomes final.
Your 9-Month Warning Signals
Unexpected Profit
Your business is earning substantially more or less than expected.
Payment Gap
Income changed, but your estimated taxes or withholding haven't been reviewed.
Cash Exposure
Business profit is growing, but your tax reserve isn't.
Decision Risk
A significant purchase, sale, distribution or other transaction is approaching without its tax consequences being understood.
Choose One Thing to Address
Your checkpoint may identify several issues.
Don't turn the results into a list that never gets completed.
Finish this sentence:
Before my next Tax Control Checkpointā„¢, the one issue I need to address is:
Then identify:
My next action is:
I will take that action by:
A clear next action is more valuable than a long list of unresolved concerns.
Protect Your Sensitive Information
Do not enter Social Security numbers, bank-account numbers or other highly sensitive financial information into this checkpoint.
When sensitive tax or financial records are needed, use the designated secure client portal.
For general membership questions:
