For New Clients & Current Clients:

Step 1. Complete the Tax Strategy Client Form (Required)

All clients must first complete our Tax Strategy Client Form. This allows our team to review your situation at a high level, understand your planning goals, and determine whether a Tax Strategy engagement is appropriate.

Once reviewed, our team will contact you with next steps and scheduling instructions, if applicable.

2. Advisory Initial Assessment Call (Scheduled by Our Team).
This is a complimentary 15–20 minute call designed to briefly discuss your current situation, identify your tax planning goals, and determine whether our services are the right fit for your needs.

This call is designed to confirm scope, alignment, and service fit.
It is not a tax strategy session and does not include tax advice or planning recommendations.

Optional: Review Our Tax Strategy Process (Optional)

For additional context, clients may review our Tax Strategy Process page, which outlines our structured approach, advisory workflow, and what to expect throughout a tax strategy engagement.

➡️ Visit our Tax Strategy Process page to learn more.

For New Clients:
Step 1. Complete our New Client Form.

For Current Clients:

Step 1. Contact Your Tax Professional.

Email your assigned tax professional directly to request Tax Projections and initiate the process. This allows our team to confirm scope, timing, and next steps.

Optional: Review Our Tax Projections Process

Clients may review our Tax Projections Process page to learn more about our advisory approach, workflow, and what to expect throughout a planning engagement.

➡️ Visit our Tax Projections Process page to learn more.

Complete our New Client Form.

A team member will reach out to you via email or phone to schedule your initial consultation within 3 business days.

Schedule your appointment after all steps are complete (Required).

➡️ Visit our Individual Tax Filing Process page and complete all steps before booking.

Appointments with incomplete uploads or missing information will be automatically cancelled without notice.

Appointments are conducted by phone. Additional identity verification, including multiple forms of ID or a video call via Google Meet, may be required. Failure to comply may result in cancellation and termination of services.

Please do not schedule an appointment. Our team will schedule your appointment once all required steps have been completed.

➡️ Visit our Business Tax Filing Process page and complete all steps.

Appointments are conducted by phone. Additional identity verification, including multiple forms of ID or a video call via Google Meet, may be required. Failure to comply may result in cancellation and termination of services.