Our 3-Step Process
1. Complimentary Discovery Call
During this initial consultation, we'll discuss your unique situation, answer any questions and determine if our expertise can address your specific needs. We'll also outline the next steps in our process.
2. Key Documents Review
We've determined that our advanced tax planning strategies can benefit you. To ensure we're fully prepared for our upcoming meeting, please provide any requested documents. We'll use this information to identify customized tax-saving strategies tailored to your specific needs.
3. Tax Strategy Session
During this meeting, we'll review your customized tax plan, including the projected tax savings, our fees, and the expected return on investment.