Our Process (Individuals)
From getting to know you and your 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 family.
Discovery
Our process begins with an in-depth consultation to understand your complete tax situation, ensuring our expertise aligns with your financial goals. We then perform thorough due diligence, meticulously analyzing your unique circumstances and objectives, 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 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 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 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 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
Consult
At this stage, we’ll take time to discuss any tax-related questions, recent changes in your life, or specific concerns you may have about the upcoming year. These conversations help us provide proactive, personalized guidance.
Diligence
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.
Tax Form Preparation
We handle the full preparation of your individual tax return, including all relevant schedules, by carefully gathering your financial documents and ensuring full compliance with IRS regulations. Throughout the process, we work to identify every deduction and credit available, helping you file with confidence!
Tax Consulting & Planning
Our team offers clear, expert advice on a wide range of tax matters, helping you navigate complex tax laws with confidence. We also take a forward-looking approach, developing long-term strategies tailored to your unique situation, so your tax plan supports not just this year’s return, but your broader financial journey toward a meaningful life.
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.