WHERE ARE YOU IN YOUR TAX BUSINESS?
Whether you are a PTIN holder, an EFIN builder, or an established pro, BRG Firm meets you where you are today.
A smoother tax process starts before the return is prepared. BRG Tax Readiness helps you identify missing documents, unresolved issues, and strategic next steps before they become problems.
WHAT WE REVIEW
What Does Tax Ready Look Like?
Filing Status & Tax History
Income Documents
Deductions & Credits
Business Records
Prior-Year Issues
IRS & State Notices
BEFORE YOU FILE
Filing Is the Final Step. Readiness Comes First.
Tax preparation becomes harder when records are missing, prior years are unresolved, business books are incomplete, or important tax documents have not been gathered. BRG helps you identify those gaps before preparation begins.
NOT SURE YOU’RE READY?
These Are Signs You May Need to Prepare Before You File.
Missing W-2s or 1099s
Unfiled prior years
Incomplete bookkeeping
Major life/business changes
IRS/state notices
Uncertainty about deductions or records
HOW IT WORKS
From Uncertain to Prepared.
STEP 1 — WHERE ARE YOU NOW?
Assess
STEP 2 — WHERE DO YOU WANT TO GO?
Identify
STEP 3 — LET’S CONNECT
Prepare
Move Forward
Tell us where things stand.
We identify gaps or issues requiring attention.
Gather records and address appropriate next steps.
Enter tax preparation with greater organization and clarity.
READINESS FOR DIFFERENT FILERS
Individual and Entrepreneurial Filing Needs Unique Strategies.
Personal
- Income records
- Dependents
- Major life events
- Deductions
- Prior-year issues
Business
- Bookkeeping
- Income/expense records
- Payroll
- Contractor records
- Entity information
- Estimated taxes and prior filings
YOUR READINESS CHECK
Find Out What Your Next Step Should Be.
Complete the BRG Tax Readiness assessment so we can better understand where you are and what may need attention before tax preparation begins.
READY TO MOVE FORWARD?
Start Your Taxes Today.
If you're ready to begin, use the BRG tax app to start your return, upload documents, and move into the tax preparation process from your phone.
Not sure whether you're ready to start? Complete the readiness check first and BRG will help you identify the next step.
NEED SOMETHING MORE SPECIFIC?
Start With the Tax Issue You Already Know You Have.
Tax Planning
Strategic forecasting to minimize liability.
Prior-Year & Returns
Resolving unfiled or amended returns.
IRS Notice Help
Clarifying agency communication.
Tax Resolution
Settling complex tax debts.
Personal Preparation
Compliance for individual filers.
Business Preparation
Preparation for entities and owners.