How It Works
Meeting with one of our Planning Coordinators is the first step. Our Coordinators will pair you up with the appropriate member of our team based on the size and type of business you're currently operating. We will conduct a discovery discussion to gain context into the specifics of your entity structuring & how capital flows through to the owners. If during that discussion we uncover any inefficiencies, we will likely request a review of your tax documents.
Our Senior Planning Team will conduct a comprehensive review of your tax documents along with the notes from our Planning Coordinator to determine any areas being missed by the current tax positions. If there is a significant amount of savings available, we will circle back for another discussion with the business owner(s) to drill further into which opportunities best suit the facts & circumstances discussed during the assessment meeting.
If our planning approach is in alignment with the goals and objectives of our business owner(s), we will offer an engagement. Our cost structure is typically offered in a retention format. We will make a determination of what resources we will need to engage to produce our result. We will place a contractual guarantee on our tax savings commitment over a predefined time-frame. From there, if the math makes sense we’ll leave it to the decision makers to complete their due diligence and decide.