1) Personalized Consultation: We initiate the session by actively listening and discussing your personal goals and priorities. During this time, we also address any accounting, business, or tax concerns you may have had in the past or may currently have.

2) Tax Risk and Strategy Assessment: Following that, we prioritize delivering immediate value by conducting a thorough tax analysis based on your current tax situation. Our objective is to provide strategies that address unfiled returns, manage tax debt, mitigate audit risks, and ultimately minimize your tax liabilities—the most significant financial obligation for everyone. Through this assessment, we outline our findings, risks, and recommendations. This assessment aims to ensure you receive optimal terms in the event of an audit or on future filings with the IRS, your largest financial partner.

3) Customized Tax Planning Strategy Guide: Afterward, we discuss the investment and potential tax savings that can be achieved by allowing us to create a personalized tax planning strategy guide tailored to your previously discussed goals and priorities. This guide will serve as your Roadmap to Wealth. When you hear about tax loopholes, this is it! We make sure to point out any “loopholes” and follow them up with the legal citation(s) we rely on as Certified Public Accountants to defend our client(s) in audits and exactly what you need to do to remain in compliance with the tax laws. 

4) Schedule Follow-Up Meetings: Lastly, we schedule follow-up meetings to present your Roadmap to Wealth, discuss options for our ongoing strategic services, such as our Tax Resolution Services, Tax Plans, Accounting Plans, and any other client services you may have expressed interest in.