 Let's Establish Your Tax Control Starting Point
This short intake helps us understand your business, current tax situation and the areas where you want greater tax clarity throughout the year.
Please answer based on what you know today. You do not need to have every tax number or document available to complete this intake.
After You Complete Your Intake
Your intake establishes your starting point for Tax Control Membership™.
Next, you'll be directed to the secure-document instructions so you know where to provide sensitive tax or financial records when they are specifically requested.
You do not need to upload every tax or business document simply because you joined the membership.
Membership Is Not Unlimited Tax Service
Tax Control Membership™ provides the education, resources, reminders and planning checkpoints specifically included with your membership.
When your circumstances require tax preparation, bookkeeping, detailed tax analysis, tax-account work, representation or another professional service outside the membership scope, that work requires a separate engagement.
Keep Sensitive Information Secure
Do not enter Social Security numbers, bank-account numbers or other sensitive financial information into this intake.
When sensitive records are needed, use the designated secure client portal.
