Your Q3 Tax Planning Checkpoint

By Marketbox Tax Advisory · September 8, 2026

Name / business: __________ Period: __________ Review date: __________

For each item mark Ready / Missing / Not applicable. This is an organizer, not a qualification score.

☐ Year-to-date books reconciled through: ____

☐ Business and household income sources listed, including W-2, investments and rentals

☐ Latest federal/state projection date and assumptions recorded

☐ Withholding and estimated payments reconciled to actual payment records

☐ Upcoming purchases, sales, payroll and ownership changes listed

☐ Retirement/benefit setup and funding deadlines confirmed individually

☐ Property basis, placed-in-service dates and depreciation records gathered if relevant

☐ Research project evidence and cost records gathered if relevant

☐ Intercompany and owner balances reconciled separately by entity

☐ Each proposed action has an owner, deadline, cash estimate and implementation evidence

☐ Next projection review scheduled: ____

My action plan

Issue: __________

Missing document: __________

Responsible person: __________

Deadline confirmed by advisor: __________

Follow-up date: __________

Next step: Request a complimentary, no-commitment introductory call through https://911taxplanner.com/contact/ to identify the appropriate review. Do not send tax returns or sensitive identifiers through the public contact form. Se habla español.

General education—not individualized tax, legal, accounting or investment advice. Eligibility, deadlines and outcomes depend on the facts and applicable rules. No professional relationship is created without an engagement agreement.