TAX CONTROL STARTER™
Your Tax Control Review Has Started.
Thank you for purchasing Tax Control Starter™.
Your next step is to complete the Tax Control Intake™. This gives us the background information needed to begin understanding your tax situation and determine what information may be needed for your review.
Complete My Tax Control Intake™Here's What Happens Next
1 — Complete Your Intake
Tell us about your tax situation, business activity and the recurring concerns you want reviewed.
2 — Provide Requested Information
After your intake, you'll receive instructions for securely providing the documents and information needed for your review.
3 — We Review the Pattern
We'll review the information available to identify patterns, gaps and priority areas that may deserve attention.
4 — Review Your Findings
You'll receive your Tax Clarity Snapshot™ and complete your private 30-minute Tax Control Starter™ Review Session.
Start With Your Tax Control Intake™
The intake is the first step in your review. Complete it as accurately as you can based on what you currently know.
You do not need to determine which Tax Control Group service you need. Identifying the appropriate next step is part of the Tax Control Starter™ process.
Complete My Tax Control Intake™Protect Your Tax Information
Please do not enter or send Social Security numbers, bank information, tax returns, identity documents or other sensitive taxpayer information through ordinary email or general website forms.
If sensitive tax documents are needed for your review, you'll receive instructions for submitting them through the secure client portal.
Your Review Session Comes Later
Your Tax Control Starter™ includes a private 30-minute review session, but you do not need to schedule it yet.
First, complete your intake and provide the requested information. After the review has progressed and your Tax Clarity Snapshot™ is ready, you'll receive instructions for scheduling your session.
What Your Review Is Working Toward
Clarity
Understand the Pattern
Identify important patterns, gaps or issues that may be contributing to your current tax situation.
Priorities
Know What Deserves Attention
Separate immediate priorities from issues that can be addressed later.
Direction
Know What Should Happen Next
Receive a recommended Tax Control route based on what appears to need attention first.
Important Scope Information
Tax Control Starter™ is a focused tax clarity review.
It does not automatically include tax-return preparation, amended-return preparation, bookkeeping reconstruction, IRS or state representation, legal services, or implementation of additional tax strategies.
If additional professional services appear appropriate after your review, they will be identified separately and may require a separate scope, engagement and fee.
Tax Control Starter™ does not guarantee tax savings, refunds, reductions in tax liability, specific deductions or any particular tax outcome.
Have a Tax Notice or Time-Sensitive Deadline?
Tax Control Starter™ does not extend, suspend, replace or satisfy deadlines established by the IRS, a state taxing authority or another government agency.
If you've received a tax notice requiring time-sensitive attention, the Priority Review™ route may be more appropriate for that immediate issue.
View Priority Review™Ready for the Next Step?
Complete your Tax Control Intake™ so we can begin gathering the information needed for your review.
Complete My Tax Control Intake™