Our Process (Entities)
From getting to know you and your business needs, to your first few months as a client and beyond, each core phase of our process is intentionally designed to maximize the value we provide to you & your business.
Discovery
Our process begins with an in-depth consultation to understand your complete business tax situation, ensuring our expertise aligns with your financial goals. We then perform thorough due diligence, meticulously analyzing the unique circumstances and objectives of your business, to determine if our services are the optimal fit for your journey toward a meaningful life.
1
Initial Call
We begin with a brief 15-minute phone conversation to get to know you and your business needs. This gives us a chance to understand whether our experience aligns with what you’re looking for. If we believe another professional would be a better fit, we won’t hesitate to connect you with someone we trust—because the right guidance matters more than a hard sell.
2
Documentation
If it feels like we’re the right fit, we’ll ask for key documents that help us better understand your business's specific financial situation. Taking the time to understand the details upfront helps us ensure your return is accurate, efficient, and tailored to support your broader financial well-being.
3
Our Proposal
If we’re confident we can help, we’ll create a customized service package based on your business's specific needs. We’ll then schedule a time to walk through the proposal together, answer your questions, and adjust the scope if needed, ensuring the support you receive is aligned with both your immediate priorities and your long-term peace of mind.
4
Engagement Letter
After you approve the proposal, we’ll provide a formal engagement letter outlining the scope of work, timelines, and mutual expectations. This ensures full transparency and a shared understanding from the start, so you can move forward with confidence, knowing your business tax needs are being handled with care and clarity.
Design
Once our partnership begins, it's off to the races! Here's what you can expect during the first few months with us.
1
Onboarding
Once the engagement letter is signed, our onboarding team will connect with you to collect any remaining documents and ensure you’re fully set up in our system. This step helps us start your tax work efficiently and accurately, laying the groundwork for a smooth process and reliable support every step of the way.
2
Accounting Connection
If your service package includes accounting support, you’ll be introduced to your dedicated accounting team. They’ll guide you through setting up the necessary software connections and documentation, ensuring everything is in place for smooth, accurate reporting, and ongoing support that aligns with your larger business goals.
Development
We are not a transactional firm. We believe in regular communication and involvement to ensure you continue to feel confident in your financial life. Here are a few things you can expect from us on an ongoing basis.
Accounting & Tax Processing
If included in your services, your accounting team will handle quarterly bookkeeping and accounting tasks to keep your records accurate and up to date. We’ll proactively reach out with any questions or requests for additional documents. Plus, if you need help setting up or training on QuickBooks, our team will be right there to guide you every step of the way!
Financial Review Meetings
All our accounting and tax service packages include scheduled meetings throughout the year to review your financial data. These sessions give us a clear view of your current business situation, and create space to proactively implement tax strategies, helping you stay ahead and make informed decisions for a meaningful financial future.
Tax Form Preparation
At the close of each year, we’ll prepare your business tax return, whether using the accounting work completed by us, or your in-house financial statements. Our goal is to ensure your filing is accurate and optimized, so you can confidently move forward into the next chapter.
On Call
We are your “tax people” – reach out when you need us! General questions, ad hoc meetings and everything in between…we are here for it all.