Welcome to Tax Control Membership™
Your taxes should not become a priority only when a deadline is approaching.
Tax Control Membership™ is designed to help you maintain a more consistent connection to your tax situation throughout the year through education, planning checkpoints, reminders and practical Tax Control resources.
START MY MEMBERSHIPHere's What Happens Next
1. COMPLETE YOUR MEMBER INTAKE
Tell us about your business, current tax situation and the areas where you want greater clarity throughout the year.
2. ESTABLISH YOUR TAX CONTROL BASELINE
Your information helps establish the starting point for your ongoing Tax Control experience.
3. BEGIN YOUR YEAR-ROUND TAX CONTROL RHYTHM
Use your member education, planning checkpoints, reminders and resources to stay more engaged with your taxes throughout the year.
What Your Membership Includes
Your Tax Control Membership™ gives you ongoing access to:
- Tax Control™ educational resources
- Monthly Tax Control member briefings
- Quarterly Tax Control checkpoints
- Tax-planning reminders throughout the year
- Estimated-tax and important deadline reminders
- Member-only tax education and updates
- Selected Tax Control tools, checklists and resources
- Guidance for identifying when an issue may require a separate professional service
- Member pricing or preferred access to selected Tax Control Group™ services when specifically offered
Your membership is designed to help you stay informed and engaged rather than waiting until tax season to start thinking about taxes.
START MY MEMBERSHIPYour Year-Round Tax Control Framework
UNDERSTAND
Stay informed about the tax issues affecting your business and personal tax situation.
PRIORITIZE
Recognize which tax decisions, deadlines and planning issues deserve attention.
CONTROL
Maintain regular tax-planning habits, checkpoints and resources throughout the year.
Tax Control Is a Year-Round Process
Your membership is designed around an ongoing rhythm rather than a once-a-year conversation.
Throughout the year, Tax Control Group™ will provide educational information, reminders and planning checkpoints intended to help you recognize issues earlier and know when additional action may be appropriate.
The goal is simple:
Fewer tax surprises. Better tax awareness. More informed decisions throughout the year.
What If We Identify a Bigger Tax Issue?
Your membership may help you recognize situations that require work beyond the scope of the membership.
If additional professional services appear appropriate, we'll identify the issue and explain the next service or professional resource that may be relevant.
Any additional service will be separately defined and, when applicable, separately priced before work begins.
Important Membership Information
Tax Control Membership™ is an ongoing tax education and planning-support membership.
Your membership does not guarantee tax savings, refunds, reductions in tax liability or any specific tax outcome.
Recommendations and educational information may need to change when your income, expenses, business activity, tax law or other circumstances change.
Services Not Automatically Included
Your $99/month membership does not automatically include:
- Tax-return preparation
- Amended-return preparation
- Bookkeeping or bookkeeping cleanup
- Payroll processing or payroll-return preparation
- W-2 or 1099 preparation
- Entity formation
- Preparation or filing of entity elections
- Tax-account investigation
- Tax-notice response
- Penalty-abatement services
- Collection, levy or lien services
- IRS or state tax representation
- Implementation of recommendations
- Legal or investment advice
These services may require a separate engagement.
Your Tax Situation Can Change
Major changes in your business or personal finances can affect your tax situation.
During your membership, pay particular attention to changes involving:
- Business income or profitability
- New businesses or entities
- Owner compensation
- Significant equipment or asset purchases
- Employees or contractors
- Retirement contributions
- Major investments or property transactions
- Estimated-tax payments
- Other significant sources of income
Your Tax Control information is most useful when it reflects your current circumstances.
Protect Your Tax Information
Do not send tax returns, Social Security numbers, bank records or other sensitive financial information through ordinary email.
When sensitive documents are required, Tax Control Group™ will direct you to the designated secure client portal.
Let's Establish Your Tax Control Starting Point
Complete your member intake so we can better understand your business and the tax issues that matter most to you.
START MY MEMBERSHIP