Complimentary Discovery Call
Complimentary Discovery Call
On this first call, one of our team members will assess if you are a good fit for our firm. We will address any issues that have kept you from having peace of mind in your financial and tax life up until this point. At the end of this 30-minute phone call, we will determine together if you are a good candidate for our advanced tax planning strategies and walk you through the next steps in our process.
Review Key Documents
Review Key Documents
Our team has now determined that you are a good fit for the next steps of our process. In order to help us prepare for your Preliminary Tax Planning meeting, we will need you to provide a few pertinent documents for us to review. Once we review your documents, we look forward to your meeting, the purpose of which is to identify the key tax saving strategies customized for you.
Preliminary Tax Planning Meeting
Preliminary Tax Planning Meeting
On this 50-minute Zoom Meeting, our team will review your customized Preliminary Tax Plan designed for you using a unique ROI Method ™. The ROI Method ™ reveals the preliminary tax savings on the strategies we will be implementing for you, our fee structure to implement the strategies and the Return on Investment (ROI) in our firm. After you sign your proposal, our team will onboard you to our firm.
Onboard with our Firm
Onboard with our Firm
Congratulations! We are excited for you to gain more peace of mind over your tax situation as we implement our tax plan over the next twelve months. During this 50-minute Zoom Meeting, you will meet our entire team, get set up with your client portal and go over the game plan for implementing your tax plan.