What type of business do you currently operate? Sole proprietorship / Schedule C
Single-member LLC
Multi-member LLC / Partnership
S corporation
C corporation
More than one business/entity
Not sure
I do not currently operate a business
How long have you been operating your business? Less than 1 year
1–2 years
3–5 years
6–10 years
More than 10 years
Not applicable
Which statement best describes why you purchased Tax Control Starter™? I keep owing more in taxes than I expect.
My tax bill has increased and I don't understand why.
I am making money but don't feel prepared for taxes.
I am unsure whether I am taking advantage of deductions available to me.
My bookkeeping or records may be affecting my tax situation.
I am unsure whether my current business/tax structure makes sense.
I want to understand my tax situation before it becomes a bigger problem.
I have several of these concerns.
Other
How many years have you experienced an unexpected or difficult tax bill? This is the first year
2 years
3 years
4–5 years
More than 5 years
It varies from year
Do you currently make estimated tax payments during the year? Yes, regularly
Sometimes
No
I'm supposed to, but I don't consistently
I'm not sure whether I should
How current are your business financial records? Current
About 1–3 months behind
About 4–6 months behind
More than 6 months behind
I usually organize everything around tax time
I'm not sure
Not applicable
Are your personal and business finances kept separate? Yes
Mostly
No
Not applicable
Are all of your required federal tax returns currently filed? Yes
No
I'm not sure
Have you received an IRS or state tax notice that currently requires a response or action? (Important: Tax Control Starter™ is designed primarily for recurring tax clarity and diagnostic review. If you have received a tax notice with a response or payment deadline, that deadline remains your responsibility and is not extended or suspended by purchasing Tax Control Starter™. A Priority Review™ may be appropriate for the immediate notice issue.) No
Yes
I'm not sure
I understand that Tax Control Starter™ is a tax clarity and diagnostic review and does not automatically include tax-return preparation, amended-return preparation, bookkeeping reconstruction, IRS or state representation, legal services, or implementation of additional tax strategies.
I understand that Tax Control Starter™ does not guarantee tax savings, refunds, reductions in tax liability, specific deductions or any particular tax outcome.
I understand that purchasing Tax Control Starter™ does not extend, suspend or satisfy any IRS, state or other government deadline that may apply to me.
I understand that sensitive taxpayer documents and information should only be provided through the designated secure client portal when requested.
Continue to Secure Document Instructions
