OUR TAX STRATEGY PROCESS
We believe effective tax planning starts with clarity, alignment, and a well-defined process. Below is what you can expect when engaging with us for tax strategy services.
STEP 1: INITIAL ADVISORY ASSESSMENT
Begin with a complimentary 15–20 minute Advisory Assessment Call with our team.
This conversation is designed to:
+ Understand your current tax landscape
+ Identify your planning goals and priorities
+ Determine whether our advisory services are the right fit
This is not a tax strategy session and does not include tax advice. Instead, it allows both parties to assess alignment and outline appropriate next steps.
STEP 2: ENGAGEMENT & SCOPE CONFIRMATION
If we determine there is a mutual fit, you will receive an Engagement Letter for review and signature.
The engagement letter clearly defines:
+ The scope of advisory services
+ Roles and responsibilities
+ Fees, timelines, and terms
Services will not begin until the engagement letter has been reviewed, signed, and accepted. This ensures transparency, accountability, and alignment from the outset.
STEP 3: WELCOME PACKET & STRATEGY SCHEDULING
Once your engagement is confirmed, you will receive a Welcome Packet outlining your advisory program, deliverables, and preparation requirements.
Following receipt of the Welcome Packet:
+ Advisory sessions are scheduled
+ Required information is gathered in advance
+ Strategy meetings are structured for efficiency and impact
This process allows us to deliver focused, actionable tax strategies tailored to your specific situation—without wasted time or guesswork.
Our process is intentionally designed to be proactive, structured, and efficient—so every strategy session delivers meaningful clarity and measurable value.