We start by getting to know you - your needs, your goals, and your budget. This is also a chance for you to learn more about us and whether we fit your needs. If we see an opportunity to add value, we will proceed to the next step. 

We need to understand what has been done to come up with an action plan. We will reach out and request financial statements, tax returns, and other relevant information to ensure that our deliverables and advice are tailored to you or your business' situation.

Whether you've asked us to assist you with bookkeeping, tax return preparation, or tax planning, we will work in a timely manner and report our progress to you.

Once the deliverable is done, we will present it to you. We are open to any questions that you may have and are happy to walk you through our findings, as well as any tax optimization strategies that we have unearthed.

Our focus is on building a long-term, mutually beneficial relationship with you. If we've provided you with tax advice, we will follow up and assist with implementation. If we've provided you with a tax return, we will remind you about installment requirements. You hired a business advisor, not just a tax preparer.