Frequently Asked Questions:

Q: How does the Tax-Aside Automated System work?

A: After sign-up, Tax-Aside instructs the escrow agent (a reputable, licensed attorney) to auto-
matically withdraw weekly (bi-weekly or monthly) amounts from a Tax-Aside Subscriber’s account,
and transfer these monies into an interest-bearing escrow sub-account in the user’s name.

Quarterly, Tax-Aside informs the IRS to debit the escrow account on behalf of the user.

Q. Who holds my set-aside funds until they are submitted to the taxing authority? Is my money safe?

A: Funds are held in an FDIC insured interest-bearing escrow account on your behalf. Tax-Aside uses
only reputable escrow agents, who transer and hold subscriber's set-asides. Tax-Aside automation
facilitates the opening of each account, and every transfer according to the Subscriber's specific
instructions, but the Company does not hold or transfer tax money, ever.

Q. Can I get my set-asides back, if I need it?

A: Yes, as long as the monies have not been sent to IRS.

Q. How are funds debited from my account?

A: Via ACH transfers issued by the escrow agent according to your instructions.

Q. How are my taxes paid?

A: Via automatic debits from the IRS EFTPS system.

Q: Who will earn the interest on the monies in my set-aside account?

A: The Tax-Aside Subscriber. Tax-Aside pays the Subscriber their accrued interest.

Q: How do I stop any, or all of the weekly set-asides?

A: In two ways:

1) By logging on and directing the program to stop any, or all of the weekly withdrawals, or

2) By responding to any of the email notices of upcoming transfers within two business days before any individual transfer is to take place.

Q: How can I change the amount of the weekly set-asides?

A: By logging on and directing the program to change the amount. The online PET Calculator (an acronym that stands for Periodic Estimated Tax) will recalculate the weekly set-aside based upon a missed payment, or the user can simply re- enter any amount to set-aside, at any time.

Q: Do I still have to write a check to IRS, or file a form for my quarterly taxes?

A: No. The Tax-Aside system automatically sends the Subscriber's instructions about the estimated tax payment, with the 1040ES form details, directly to the IRS on behalf of the user. The IRS then debits the escrow account accordingly. This method insulates the Subscribers bank account details from the IRS debiting system, which debits only the new escrow account established by Tax-Aside upon enrollment.

Q: What about my State and Local quarterly estimated taxes?

A: The user will still have to remit these payments currently. A future version of the Tax-Aside program will facilitate payment of these taxes.

Ask your tax professional about Tax-Aside™.