At ZATEGIC, tax is not approached as a once-a-year filing event. It is viewed as an ongoing strategic function that affects compliance, cash flow, profitability, business structure, risk exposure, wealth preservation, and long-term growth.

Many individuals and businesses overpay taxes, fall behind on filings, operate without a clear strategy, or miss key planning opportunities due to issues such as:

• poor or inconsistent bookkeeping
• unfiled personal or business tax returns
• uncertainty regarding federal, state, and local tax obligations
• improper entity structure for tax efficiency
• lack of proactive tax planning throughout the year
• misclassification of workers or weak payroll compliance
• poor recordkeeping for deductions, expenses, and owner transactions
• IRS or state notices, balances due, penalties, or enforcement concerns
• uncertainty regarding international filing obligations or cross-border tax exposure
• lack of coordination between tax preparation, bookkeeping, compliance, and business strategy
• limited planning around asset protection, family payroll, estate considerations, or multi-entity structuring

Before making recommendations, our advisory team conducts a structured Tax Strategy & Compliance Audit to evaluate your current tax position, filing status, bookkeeping condition, entity alignment, compliance risks, and planning opportunities.

This audit allows us to assess how your current tax and financial structure aligns with:

• your personal and business tax obligations
• your entity structure and compensation strategy
• your bookkeeping, documentation, and reporting systems
• your current filing compliance and risk exposure
• your growth goals, cash flow, and long-term tax planning needs
• your need for ongoing advisory, monthly bookkeeping, return preparation, tax planning, or IRS support

Your responses will enable our team to:

• evaluate your current tax and compliance position
• identify unfiled returns, bookkeeping gaps, and reporting issues
• assess whether you may benefit from entity restructuring or tax elections
• determine whether you need bookkeeping cleanup, ongoing bookkeeping, tax preparation, tax planning, or IRS/state representation
• identify opportunities for legal tax reduction, improved documentation, and better financial organization
• prepare for a more productive consultation based on your actual facts and priorities

This audit focuses specifically on tax strategy, tax planning, compliance readiness, bookkeeping condition, filing exposure, and related advisory opportunities. It is not a substitute for legal advice, legal representation, or formal tax representation unless and until a separate written engagement is executed.

The form typically takes approximately 25–40 minutes to complete. For the best experience, please complete this audit on a laptop or desktop computer, as some fields may not display properly on mobile devices.

Please answer each question thoughtfully and as accurately as possible. The level of detail you provide will directly impact the quality and usefulness of your consultation and preliminary recommendations.

All responses are reviewed confidentially by the ZATEGIC Advisory Team and are used solely for internal evaluation, consultation preparation, and service recommendation purposes.

Following review, our team will prepare for your consultation, where we will discuss your current position, identify key risks and opportunities, and outline potential next steps for tax strategy, compliance, bookkeeping, filing support, and ongoing advisory services.

You will receive follow-up communication with next-step instructions within 24–48 hours.

We look forward to supporting you in strengthening your tax position, improving compliance, and building a more strategic financial foundation.

Let’s begin with your basic details so we can properly create your client profile and prepare for your consultation. This information allows our advisory team to match your submission with any existing records and ensure accurate routing within our system.

Your location and residency help us understand where you physically live and spend time. This information is used to assess your baseline residency profile before determining your potential tax obligations across different jurisdictions.

This section helps us understand how you found ZATEGIC so we can track referrals, partnerships, and outreach efforts. Your response is used for internal reporting only and does not affect your services or recommendations.

Your domicile represents your permanent legal home and the location you intend to return to. This plays a critical role in determining which state or country may claim primary taxing rights over your income and activities.

Tax nexus refers to the jurisdictions where you have sufficient connection—through income, business activity, or financial presence—that may create tax filing or payment obligations. This includes both state-level and international tax exposure.

This section provides a high-level overview of your personal profile, how you earn income, and your overall tax situation as an individual. This helps us determine your filing requirements, income types, and whether your needs are primarily personal, business-related, or a combination of both.

This section focuses specifically on your business, if applicable. We will review your business structure, operations, and role to understand how your business impacts your tax position, compliance requirements, and planning opportunities. If you do not own or operate a business, some questions in this section may not apply. For those questions that do not apply, select "Not applicable" or  put N/A.

Your legal structure and tax classification directly affect how you are taxed, what returns must be filed, and whether restructuring opportunities may exist. If you do not own or operate a business, some questions in this section may not apply. For those questions that do not apply, select "Not applicable" or put N/A.

These questions help us understand how income is being earned, which tax filings may apply, and whether multiple income streams or planning opportunities need to be considered. If you do not own or operate a business, some questions in this section may not apply. For those questions that do not apply, select "Not applicable" or  put N/A.

Accurate books and organized records are the foundation of tax planning, compliance, audit readiness, and financial decision-making. If you do not own or operate a business, some questions in this section may not apply. For those questions that do not apply, select "Not applicable" or put N/A.

Your current support structure plays a critical role in maintaining compliance, managing financial data, and implementing tax strategy effectively. This section helps us understand who is currently involved in your financial, bookkeeping, and tax processes.

This section helps us determine what returns may be required, whether anything is missing or behind, and whether there are compliance gaps that need immediate attention. If you do not own or operate a business, some questions in this section may not apply. For those questions that do not apply, select "Not applicable" or put N/A.

These questions help us determine whether there are active risks, collection issues, notices, or representation needs that may require immediate attention.

Worker classification, payroll compliance, and year-end reporting can create major risk if not handled properly. This section helps us identify whether you may need support in these areas. If you do not own or operate a business, some questions in this section may not apply. For those questions that do not apply, select "Not applicable" or put N/A.

This section helps us determine whether you are currently planning proactively or simply filing reactively, and where strategic opportunities may exist to reduce taxes legally and strengthen your overall structure.

To prepare meaningful recommendations, we may need to review key tax and financial records. This section helps us understand what is already available and what may still need to be gathered.

ZATEGIC offers multiple service models depending on your goals, timeline, and preferred level of involvement.

 Before we prepare your consultation, we want to understand the issues that matter most to you so we can focus the conversation on the highest-value areas first..

Tax planning, compliance cleanup, bookkeeping support, and representation matters often require clarity around timing, commitment, and investment. This section helps us understand your readiness to move forward. If you do not own or operate a business, some questions in this section may not apply. For those questions that do not apply, select "Not applicable" or put N/A.

ACKNOWLEDGMENT AND CONSENT:

I understand that ZATEGIC provides strategic advisory services designed to evaluate and improve various aspects of my business, including, but not limited to, marketing, sales processes, branding, operations, funding readiness, tax, bookkeeping, compliance, and financial organization matters and overall business performance.

I acknowledge that this intake form is submitted for evaluation and consultation preparation purposes only and will be used by the ZATEGIC advisory team to assess my business needs and develop preliminary recommendations.

I consent to being contacted by ZATEGIC regarding my business, objectives, and potential solutions.

I acknowledge that this intake, along with any related consultation, is provided for informational and advisory purposes only and does not establish an attorney-client relationship, CPA-client relationship, enrolled agent representation, tax preparer-client relationship, financial advisory relationship, or any other fiduciary relationship.

I understand that any services requiring implementation, including but not limited to legal, tax, financial, operational, or systems-related work, will only be performed pursuant to a separate written service agreement executed between myself and ZATEGIC.

I agree that ZATEGIC may use the information provided in this intake solely for internal evaluation, consultation preparation, and service recommendation purposes.

I authorize ZATEGIC to contact me regarding next steps, recommendations, and potential services relevant to my business needs.

I acknowledge that results are not guaranteed and are dependent on multiple factors, including, but not limited to, business operations, implementation efforts, market conditions, and financial position.

I confirm that the information provided is accurate to the best of my knowledge and understand that incomplete or inaccurate information may impact the quality of any recommendations provided.

By typing your name above, you acknowledge and agree that this constitutes your electronic signature.