We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your tax management strategy to do for you.
The primary objective of this stage is to develop an effective, long-term tax management that is custom tailored to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy we recommend for long-term success.
The primary objective of this phase is to successfully implement your tax management. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.
We monitor our clients on a regular basis to ensure they are still performing in a way that meets their intention. When we discover that a client’s circumstances have changed, we are quick to make adjustments.
