The Engagement Process

From discovery to execution to ongoing strategic partnership.

Three clear phases. Transparent expectations. Defined outcomes.

1

Strategy Assessment

After the consultation, we conduct a deep analysis of your tax position, business structure, and planning opportunities.

Our Analysis

Tax Position Review

  • ▸ Analyze current entity structure and tax efficiency
  • ▸ Review the prior year's tax return
  • ▸ Identify compliance gaps or inefficiencies
  • ▸ Assess entity architecture for optimization

Opportunity Modeling

  • ▸ Model different business structures and scenarios
  • ▸ Quantify optimization opportunities
  • ▸ Identify strategic opportunities specific to your business
  • ▸ Develop implementation timeline

We deliver a comprehensive strategy assessment document outlining findings, recommendations, and projected outcomes. No surprises. All options explained clearly.

Engagement Proposal

Based on the assessment, we provide a detailed engagement proposal that includes:

  • • Scope of work and deliverables
  • • Engagement timeline and structure
  • • Fixed project fee for 12 months
  • • Clear terms and expectations
2

Implementation & Ongoing Advisory

Once you're engaged, we execute the strategy and maintain ongoing advisory throughout the 12-month period.

Months 1–2 (Initial Setup)

  • ▸ Execute entity restructuring or formation (if recommended)
  • ▸ Prepare and file any necessary tax documents
  • ▸ Establish quarterly review schedule
  • ▸ Begin ongoing advisory relationship

Months 3–11 (Quarterly Reviews)

We meet quarterly to review your business, optimize estimated taxes, and identify new planning opportunities.

  • ▸ Quarterly strategy meetings (30-60 minutes)
  • ▸ Estimated-tax calculations and optimization
  • ▸ Scenario modeling for business changes or opportunities
  • ▸ Ongoing planning documentation and updates
  • ▸ Email and phone access between meetings

Month 12 (Year-End & Planning)

  • ▸ Tax return preparation and filing
  • ▸ Final year-end tax position optimization
  • ▸ Comprehensive year-end review
  • ▸ Planning roadmap for the following year

You're never left guessing.

We provide quarterly written summaries, documented recommendations, and clear communication about your tax position and strategy adjustments.

What to Expect from Us

Direct Communication

We don't use flowery language or generic CPA speak. Expectations are clear, deliverables are documented, and we communicate directly about options and trade-offs.

Strategic Thinking

We structure tax positions and optimize financial structures. We don't just prepare forms. We architect outcomes that align with your goals.

Proactive Planning

We stay ahead of changes and opportunities. Before April 15th, we've been planning for next year. That's the difference strategy makes.

Quantified Outcomes

We track results. If we recommend a strategy, we model it. If we implement a change, we measure its impact.

Ready to Explore Your Strategy?

Let's discuss your situation and determine if we're the right fit.

Book a Strategy Assessment