Empowering you: a clear understanding of tax readiness before filing
Purpose
The GIB Tax Readiness Intelligence Check is a one-time, intelligence-led review designed to help individuals understand their tax situation clearly before paying a tax preparer, filing on their own, or making decisions under pressure.
This service focuses on awareness, protection, and safety during tax season — not tax preparation.
Who It's For
Comprehensive readiness check
- Individuals who want to file their own taxes but feel uncertain.
- People who are not sure if they actually need a tax preparer.
- Anyone with life changes (new job, injury, relocation, dependents, side income).
- Those who want to avoid overpaying or being misled during tax season.
- People who want clarity without pressure, promises, or sales tactics.
What's Included
What you receive from the check
- Tax Readiness Intake Questionnaire covering income type, employment and life changes, complexity indicators, and risk factors.
- Tax Readiness Intelligence Summary (2–3 pages) with a Tax Complexity Assessment (low / moderate / high).
- Plain-language guidance on what typically matters for your situation and common mistakes people in similar situations make.
- Realistic next-step options (self-file vs seeking professional help).
- Targeted tax-season risk and scam awareness tailored to your situation.
Why This Matters
Many people can file their own taxes. What stops them usually isn't complexity — it's uncertainty, fear, and misinformation.
The Tax Readiness Intelligence Check helps you slow down, understand your position, and make an informed decision without pressure.
Awareness reduces risk. Clarity prevents mistakes.
What It Is Not
To be clear, the GIB Tax Readiness Intelligence Check is not tax preparation or legal advice. Specifically:
- GIB does not prepare tax returns.
- GIB does not file taxes on your behalf.
- GIB does not calculate taxes or refunds.
- GIB does not provide legal or accounting advice.
- This service provides decision clarity, not tax execution.
Purpose
Give you a calm, intelligence-led view of your tax position before you commit to any preparer, offer, or filing decision.
Personality
Plain-language, non-intimidating explanations that respect your time and avoid pressure, upselling, or fear tactics.
Scam Awareness
Focused education on:
- Fake preparers and refund-advance traps.
- Fear-based marketing and misinformation.
- Data privacy and identity theft risks.
- Claims and behaviours that should raise concern immediately.
How It Works
- Complete the secure intake questionnaire.
- GIB reviews your responses using an intelligence-led framework.
- Receive your Tax Readiness Intelligence Summary and targeted scam-awareness notes via email.
Important Disclaimer
Grove Intelligence Bureau is not a tax preparation service, accounting firm, or law firm. All information provided through the Tax Readiness Intelligence Check is for general awareness and decision-support purposes only. Final tax filing decisions remain the responsibility of the individual.
