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TAX PLANNING & PREVENTION

Don't Wait Until Tax Season to Find Out What the Year Already Did to You.

Understand your tax position earlier, identify what deserves attention, and make better-informed decisions while there is still time to plan.

For business owners, tax planning should not begin when the return is being prepared. Tax Control Group helps you look at the current year, your business activity, estimated payments and other relevant factors so you can identify planning priorities before filing season arrives.

Build My Tax Control Plan

WHY PLANNING MATTERS

The Tax Return Is Too Late to Change Many Decisions From the Year That Already Ended.

Planning gives you an opportunity to look at what's happening while there may still be decisions to make.

YOU'RE MAKING MORE MONEY

Revenue, profit, compensation or other financial activity may have changed significantly since the assumptions you were using earlier in the year.

Your Tax Position Is Unclear

You may be making estimated payments—or none at all—without a clear picture of whether those payments reasonably reflect your current situation.

You Want to Plan Before Filing

Instead of discovering the result after year-end, you want to identify relevant planning questions and priorities earlier.

PLANNING HAPPENS BEFORE FILING

Tax Preparation and Tax Planning Solve Different Parts of the Problem.

Tax preparation focuses on accurately reporting transactions and events that have already occurred.

Tax planning looks forward. It evaluates your current situation and considers what actions, elections, payment decisions, documentation practices or other tax considerations may deserve attention before important opportunities or deadlines pass.

For many business owners, both matter.

YOUR TAX CONTROL PICTURE

Planning Starts With Understanding Where You Are Now

CURRENT POSITION

Income & Profit

Review relevant year-to-date business and income information to understand the current financial picture.

PAYMENTS

Estimated Taxes

Review estimated payments and relevant withholding information against the current tax picture.

BUSINESS

Tax Structure

Identify business and tax-structure questions that may deserve additional analysis based on your circumstances.

YEAR-END

Planning Priorities

Identify relevant decisions, documentation needs and planning matters that should be considered before year-end or another applicable deadline.

YOUR PERSONALIZED PLANNING ROADMAP

Business Owner Tax Control Plan™

A structured tax-planning engagement for business owners who want to understand their current position and build a clearer plan before filing season.

This is not a generic tax-tip session.

The Business Owner Tax Control Plan™ is designed to organize the relevant facts, evaluate your current tax position, identify planning priorities and give you a structured roadmap for the tax decisions and actions that deserve attention.

$2,500

One-Time Planning Engagement

WHAT'S INCLUDED

From Current Position to Clearer Plan

01 — REVIEW

Current-Year Tax Position Review

We review the relevant current-year financial and tax information provided for the engagement to develop a clearer picture of where things currently stand.

02 — REVIEW

Tax Control Planning Roadmap™

Receive an organized written roadmap identifying relevant planning priorities, issues requiring attention and recommended next actions based on the scope of the engagement.

03 — REVIEW

Private Planning Session

Review the findings and roadmap together so you understand the priorities, questions and recommended next steps.

PLAN BEFORE THE YEAR IS OVER

Build Your Business Owner Tax Control Plan™

If your business is producing meaningful income and you don't want to wait until filing season to understand the tax implications, start your planning process now.

$2,500

Start My Tax Control Plan™

Is This the Right Starting Point?

THIS MAY BE RIGHT FOR YOU IF:

  • You own a business or have meaningful self-employment income.
  • Your income or profit has changed.
  • You want to understand your tax position before filing season.
  • You're uncertain whether your estimated payments are keeping pace.
  • You want to identify year-end planning priorities.
  • You want a structured plan rather than scattered tax tips.
  • You're prepared to provide the financial information needed for meaningful planning.

THIS IS PROBABLY NOT THE RIGHT STARTING POINT IF:

  • You primarily need a current or prior-year tax return prepared.
  • You need bookkeeping reconstructed before meaningful planning can occur.
  • You received an IRS or state notice requiring immediate attention.
  • You're looking only for general tax education.
  • You require tax controversy representation outside the scope of Tax Control Group's engagement.

The Business Owner Tax Control Plan™ is a defined planning engagement. Tax-return preparation, amended returns, bookkeeping cleanup, legal services, tax controversy representation and ongoing implementation are not automatically included unless separately stated in the engagement scope.

NOT SURE THIS IS WHAT YOU NEED?

Start With What's Happening.

If you're not sure whether you need planning, tax preparation, bookkeeping help or another Tax Control service, don't guess. Start with your current situation.

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