YEAR-END TAX STRATEGY™
Your Next Step: Provide Your Tax & Financial Information
Your intake is complete. Now provide the records needed to evaluate your current tax position and develop your Year-End Tax Strategy™.
Sensitive documents should only be provided through the designated secure client portal.
Start With Your Most Recent Tax Returns
Provide complete copies of your most recently filed:
- Federal individual income tax return
- State individual income tax return
- Business tax return, when applicable
- Schedules and attachments included with those returns
If Tax Control Group already has the applicable return, you do not need to provide another copy unless requested.
Current-Year Business Information
Provide the most current information available, including:
- Year-to-date profit and loss statement
- Year-to-date balance sheet, if available
- Current-year business income totals
- Current-year business expense totals
- Current-year payroll information, when applicable
- Owner compensation information, when applicable
Provide the most current records reasonably available. We may request clarification if the records are incomplete or materially out of date.
Estimated Tax Payments
Provide records showing any current-year:
- Federal estimated tax payments
- State estimated tax payments
- Extension payments, if applicable
- Other significant tax payments that may affect the current-year projection
Include the amount and date of each payment when available.
Major Transactions & Changes
If applicable, provide information concerning:
- Major equipment purchases
- Vehicle purchases
- Business property purchases or sales
- Investment or property sales
- Significant distributions
- Significant bonuses or other compensation
- Major new sources of income
- Significant changes in business ownership
- Major changes in business operations
- Other unusual transactions that could materially affect your taxes
Retirement & Benefit Information
If applicable to your planning questions, provide information about:
- Existing retirement plans
- Contributions already made during the year
- Planned contributions
- Employer contributions
- Other relevant business-owner benefit arrangements
Only provide information relevant to your tax-planning engagement.
Keep the Review Focused
You do not need to upload every document your business has.
Start with the records listed on this page and anything directly related to the tax concerns identified in your intake.
If additional information is needed, we'll tell you exactly what to provide.
This helps keep your review organized and focused on the decisions that matter.
What Happens With This Information?
We'll use the information provided to:
UNDERSTAND your current tax position.
PRIORITIZE the issues and planning opportunities that deserve attention.
CONTROL the next steps by developing your Year-End Tax Strategy Summary™.
Your engagement concludes with your 45-minute strategy session.
Protect Your Tax Information
Your tax return and supporting documents may contain Social Security numbers, financial information and other sensitive taxpayer data.
Provide these documents only through the designated secure client portal. Do not send them through ordinary email.
What Happens After You Provide Your Documents?
1 — REVIEW
We'll review the tax and financial information provided and determine whether anything else is needed.
2 — STRATEGY
We'll develop your Year-End Tax Strategy Summary™ around Understand → Prioritize → Control.
3 — SESSION
Once your strategy is ready, you'll receive instructions for your 45-minute Year-End Tax Strategy Session.
What If We Need Something Else?
If additional information or documentation is needed while preparing your return, Tax Control Group™ will contact you with the specific items required.
Use the client portal whenever requested information contains sensitive taxpayer or financial information.
Ready to Provide Your Information?
Use the secure client portal to provide the business, employee and contractor information needed for your 1099/W-2 Compliance service.
