Every client engagement follows a defined process — designed to ensure that we understand your situation fully, work efficiently, and deliver your returns with the advisory context they deserve.
Submit an inquiry through our contact form. We ask a few targeted questions about your situation — entity type, primary concerns, income level, and what you are looking for in an advisory relationship. This allows us to review your fit before scheduling time on the calendar.
Once we confirm that your situation aligns with what we do well, we schedule a focused consultation call. This is not a sales call — it is a substantive conversation about your tax situation, your goals, and what an advisory engagement would look like. We ask the right questions before recommending a scope of work.
After the consultation, we provide a clear engagement letter outlining scope, fee, and timeline. Once executed, you receive a document checklist specific to your return — organized, annotated, and requesting only what is needed. Documents are collected through a secure portal.
Before preparation begins, we review your documents and tax picture holistically. We identify any planning opportunities, missing items, or positions that require analysis. For planning engagements, this phase includes scenario modeling and written planning notes before any filing begins.
Returns are prepared with a second-level review prior to delivery. Every position is documented. State filings are cross-referenced. K-1s are reconciled to entity returns. We do not deliver returns we have not reviewed — it is that straightforward.
Returns are delivered with a written summary of key positions, items noted during preparation, and planning observations for the coming year. We review the return with you — not just send a link. Questions are answered. Payments are discussed. The summary serves as a reference for our next engagement.
For clients on planning engagements, we remain active throughout the year — flagging regulatory changes, reaching out at Q3 for year-end planning, and providing responsive advisory when life events trigger new decisions. Tax planning is a year-round discipline. We treat it that way.
Submit a brief inquiry and we will review your situation to confirm fit. No commitment required at this stage.
Submit an Inquiry