How we work — end to end.
A transparent five-stage engagement. You'll know exactly what we're doing, why we're doing it, and what it costs — before we start.
Discovery
Week 1We understand your situation before we promise anything.
A 45-minute call with a senior strategist — not an associate. We review your last two returns, your entity structure, your equity, and your goals for the next 12 to 36 months.
Strategy
Weeks 2-3Your custom playbook — modeled, sequenced, and signed off.
We build a multi-year tax model specific to your facts. Every recommendation includes the projected impact, the implementation steps, the deadlines, and the documentation we'll need.
Implementation
Weeks 3-8We do the work — filings, elections, conversions, and coordination.
We handle the elections, the formation paperwork, the plan adoption, the bookkeeping cleanup, and the coordination with your attorney, financial advisor, and bank.
Compliance
QuarterlyFilings, estimates, and notices — handled before they're a problem.
Quarterly estimates, sales tax, payroll tax, R&D credits, and the year-end return itself. Every filing is reviewed by a partner and delivered ahead of deadline.
Ongoing partnership
Always-onYour strategist is one message away — not one annual checkup.
Major decisions — a financing round, an acquisition offer, a property purchase, a new employee — get tax modeling within 48 hours. No new engagement letter, no surprise invoices.
What you won't experience.
Start with discovery.
A 45-minute call. No commitment. We'll tell you what we'd do — and what it would cost.