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Our Process

After years of working with Independent professionals and physicians, I've learned that most folks are simply too busy to communicate things that will impact their tax liability.  

In my approach, we built your-round scheduled correspondence as part of our service. 


This gives the client opportunities to proactively collaborate with ME, their CPA.


This gives us the ability to execute a polished and tax-efficient strategy. 


By the time we file their return, there should be no surprises as to the taxes owed or likely refunded. 

Here are the key benefits to my proven process:

  • Friendly to busy professionals

  • We coordinate meetings and data collection

  • You deal directly with ME, your CPA

  • You achieve tax optimization​

  • Eliminates large unexpected tax bills

Blue Illustrated Professional Path Design Process Timeline Infographic.png
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