TAX CONTROL STARTER™
Your Intake Is Complete. Now Let's Gather What We Need for Your Review.
Thank you for completing your Tax Control Intake™.
The next step is to securely provide the documents and information needed to review your tax situation. Please use the designated secure client portal for sensitive taxpayer information and documents.
Open Client PortalWhat Should I Provide?
Every Tax Control Starter™ engagement is different. Provide the documents that apply to your situation and that have been requested for your review.
In many cases, the following information can help us understand the pattern behind your tax situation:
Recent Tax Returns
Your most recently filed federal and state income tax returns and, when relevant, prior-year returns that help show the recurring tax pattern.
For recurring tax situations, having up to the last three filed years available can help provide a clearer picture of the pattern.
Business Tax Returns
If your business files a separate tax return, provide the relevant recent business returns.
This can include applicable partnership, S corporation or C corporation returns.
Business Financial Information
Current or recent profit-and-loss statements, bookkeeping reports or other business financial information requested for the review.
Estimated Tax Information
Information showing federal or state estimated tax payments made during the year, when applicable.
Income Information
Relevant income documents or summaries when specifically requested to help understand the tax pattern.
Other Relevant Information
Other documents specifically requested after reviewing your intake.
You Don't Need to Upload Everything You Own.
The goal is to gather the information needed to understand your tax pattern—not to collect every financial document you've ever received.
Start with the documents that apply to your situation and have been requested. If additional information is needed after the initial review, we'll let you know.
Did You Tell Us About a Tax Notice?
If you currently have an IRS or state tax notice with a response, payment or other deadline, do not assume that Tax Control Starter™ extends or suspends that deadline.
Tax Control Starter™ is primarily designed to identify recurring tax patterns and priorities. A separate Priority Review™ may be appropriate when a current tax notice requires immediate attention.
View Priority Review™Keep Sensitive Tax Information Secure
Tax returns and supporting tax documents can contain Social Security numbers, tax identification numbers, financial-account information and other sensitive personal information.
Please use the designated secure client portal when providing sensitive taxpayer documents requested for your Tax Control Starter™ review.
Do not send sensitive taxpayer documents through ordinary email, website contact forms or Kajabi messages.
Ready to Provide Your Documents?
Use the secure client portal to provide the requested information for your Tax Control Starter™ review.
Open Secure Client PortalWhat Happens After Your Documents Are Received?
REVIEW
We Review the Information
Your intake and available documents are reviewed for patterns, gaps and issues relevant to your Tax Control Starter™ engagement.
SNAPSHOT
Your Tax Clarity Snapshot™ Is Prepared
The findings are organized so you can understand what appears to be happening and what deserves attention first.
SESSION
Your Review Session Becomes Available
When your Tax Clarity Snapshot™ is ready, you'll receive instructions for scheduling your private 30-minute Tax Control Starter™ Review Session.
Additional Information May Be Needed
If the initial information does not provide enough detail to complete the review, we may request additional documents or clarification through the appropriate secure process.
Your review can move forward once the information necessary for the applicable scope of your Tax Control Starter™ engagement has been received.
Continue Your Tax Control Starter™ Review
Securely provide the requested documents so your Tax Control Starter™ review can move to the next stage.
Open Secure Client Portal