1. Initial Consultation (30 Minutes)
We’ll start with a complimentary 30-minute discovery call to review your prior-year tax returns and discuss your current financial landscape. This is an opportunity to answer your questions and ensure our firm is the right fit for your long-term goals. Because effective tax planning isn’t just a once-a-year event, we look for clients who value a proactive, ongoing partnership.
2. Custom Proposal & Quote
Following our conversation, we will provide a clear, customized service quote tailored specifically to your tax and advisory needs.
3. Engagement, Portal Setup & Strategy
If you decide to move forward, we’ll send over an engagement letter for electronic signature. Once signed, you’ll be officially onboarded with your own secure client portal login.
Through this portal, we will collect your financial and tax information safely and efficiently.Your portal serves as your permanent digital hub—giving you full, 24/7 visibility into what has been uploaded, and keeping all of your final tax return documents organized and accessible whenever you need them. From there, we begin developing your proactive tax strategy.
