Developed through extensive client engagements. Every phase is designed to minimize disruption while expanding your firm's advisory capabilities.
Mutual Fit Review Share your most promising client opportunity with us on a confidential, anonymized basis — typically a business owner carrying significant federal and, where applicable, estate tax liability. We start with a few focused questions and two years of redacted tax returns.
Confidential Data Submission Based on our initial review we will have additional questions to ensure we fully understand the client's financial picture before moving forward.
Specialist Introduction & Strategy Development We connect your firm with the specialist best suited to that client's specific needs. We ask to meet with both you and your client together — because your presence signals to your client that you are on their side and have done the vetting on their behalf. Following that meeting, our specialists collaborate to develop a holistic tax reduction strategy — typically presenting multiple options. This process is completed within 14 business days.
Client Presentation & Fee Discussion You present the strategy under your brand. If you and your client choose to move forward, we discuss how the advisory fee is structured and how it is shared. As their trusted CPA, the final decision on terms is always yours.
Confidentiality and privacy protection guide every step of the process. All client information is anonymized prior to submission, maintaining a clear separation between client identity and the review process.
You submit anonymized financial details — operating costs, tax bracket exposures, and entity structures — with all identifying information removed.
All information is transmitted through secure channels and handled in accordance with strict confidentiality standards throughout the engagement.
Our network evaluates the client's architecture against every applicable strategy under current tax code.
Each recommendation includes full IRC citations, multi-year projections, sensitivity analyses, and risk assessments.
The finalized strategy is delivered securely. We walk you through every element, its regulatory basis, and our fee guidance for the engagement.
You present under your own brand, lead the client conversation, and deepen the relationship. The fee discussion remains between you and your client. We work seamlessly behind the scenes.
Schedule a confidential evaluation to determine alignment.