Onboarding Process

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Step 1: Discovery Call (30-60 Minutes)

We start with a free consultation to learn about your business, income, investments, and tax pain points. To be most efficient, we will require prior-year tax returns in advance of this discovery call.
✅ Identify missed tax-saving opportunities
✅ Discuss your current business/entity structure
✅ Outline some potential tax strategies
Book your call:
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Step 2: Custom Tax Strategy Plan

After our discovery call, we create a personalized tax plan based on your needs.
✅ Entity structuring recommendations (LLCs, S Corps, Trusts, etc.)
✅ Tax-saving strategies for deductions, credits, and investments
✅ Compliance review to ensure IRS protection
You’ll receive a clear action plan outlining how we’ll reduce your tax liability legally.
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Step 3: Implementation & Optimization

We set up tax-efficient structures and optimize your deductions, payroll, retirement contributions, and investment taxes.
✅ Business & personal tax return filing
✅ Setting up LLCs, S Corps, and trusts (if needed)
✅ Optimizing deductions for real estate, investments, and self-employment income
✅ Building detailed audit support binder for applicable engagements

Step 4: Ongoing Tax Planning & Support

We work year-round to ensure your tax strategy stays updated.
✅ Quarterly or bi-annual check-ins
✅ Proactive strategy adjustments as your business/investments grow
✅ IRS audit protection and risk mitigation
Our goal is to help you keep more of your money—year after year.
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