YEAR-END TAX STRATEGY™
Let's Find Out Where You Stand Before Year-End.
Thank you for choosing Tax Control Group™.
Your Year-End Tax Strategy™ is designed to help you understand your current tax position, identify the issues and opportunities that deserve attention, and determine what actions may still be worth considering before year-end.
We'll organize the process around:
UNDERSTAND → PRIORITIZE → CONTROL
Complete My Year-End Strategy IntakeHere's What Happens Next
1 — COMPLETE YOUR INTAKE
Tell us about your business, current-year activity and the tax decisions you are facing.
2 — PROVIDE YOUR RECORDS SECURELY
Provide your prior-year return and applicable current-year financial and tax information through the designated secure client process.
3 — WE BUILD YOUR STRATEGY
We'll review the information and organize the important findings, planning opportunities and priorities.
4 — REVIEW YOUR PLAN
You'll receive your Year-End Tax Strategy Summary™ and meet with us for your 45-minute strategy session.
First, Tell Us What's Happening
Your intake gives us the background needed to focus the engagement on the tax issues and decisions that matter most to you.
You do not need to provide detailed tax documents through the intake.
Do not enter Social Security numbers, bank-account information or other sensitive tax information in the assessment.
Complete My Year-End Strategy IntakeYour Year-End Tax Review
Your engagement may include review of applicable:
- Prior-year tax information
- Year-to-date business income and expenses
- Current-year estimated tax position
- Estimated tax payments
- Potential year-end deductions
- Timing of income and expenses
- Retirement-contribution considerations
- Equipment and asset-purchase considerations
- Owner compensation considerations
- Entity-related tax considerations
- Significant tax risks or planning gaps
- Estimated-payment considerations
The review is based on the information available and within the established scope of the engagement.
Your Strategy Will Be Organized Around Tax Control
UNDERSTAND
Get a clearer picture of where you currently appear to stand based on the information reviewed.
PRIORITIZE
Identify the tax issues, opportunities and decisions that deserve the most attention before year-end.
CONTROL
Establish specific next steps and actions to consider moving forward.
Your $997 Engagement Includes
Year-End Tax Strategy Summary™
A written summary of the important findings, priorities and recommended next steps identified during the engagement.
45-Minute Strategy Session
We'll walk through your strategy, discuss the findings and help you understand the recommended next steps.
What Should I Have Ready?
Depending on your situation, we may request:
- Most recently filed federal and state tax returns
- Current year-to-date profit and loss statement
- Current year-to-date balance sheet, if available
- Current-year payroll information
- Estimated tax payment records
- Current-year income information
- Major equipment or asset purchases
- Retirement contribution information
- Information about significant business changes
- Information about major transactions during the year
- Other records relevant to the planning issues identified
You'll provide sensitive documents through the designated secure client process.
Year-End Planning Is Time-Sensitive
Some planning opportunities require action before year-end or another applicable deadline.
The sooner complete and accurate information is available, the more useful the year-end review can be.
Purchasing this service does not extend any federal or state tax deadline or guarantee that a particular strategy can still be implemented.
Complete My 1099/W-2 IntakeKnow What's Included
Your $997 Year-End Tax Strategy™ engagement covers one business owner and one primary business entity within the standard scope.
Tax-return preparation, bookkeeping or cleanup, payroll processing, amended returns, implementation work, notice response, tax-account investigation, collection matters and IRS/state representation are not included.
Additional businesses, complex transactions, multi-state matters, incomplete financial records or substantial scenario modeling may require a separate engagement.
Your Tax Information Belongs in a Secure Environment
Do not send tax returns, Social Security numbers, financial statements or other sensitive tax information through ordinary email or Kajabi forms.
You'll provide sensitive documents through the designated secure client portal.
Complete My Year-End Strategy IntakeReady to Build Your Year-End Strategy?
Start by completing your Year-End Tax Strategy™ Intake.
Complete My Year-End Strategy Intake