Strategic Planning

Our advisory relationship starts with a Strategic Planning, ensuring we understand your full financial picture.

Discovery Call

We start with a call to assess your needs and objectives.

Client Questionnaire &

Tax Return Review

We analyze your last filed return and gather key details to identify tax-saving opportunities.

Clear

Action Plan

A step-by-step timeline with due dates to implement the best tax and business strategies for your needs.

1-1.5 Hour Consultation

(In-Person or Virtual)

A deep dive into your financial and tax situation.

Trifecta Organizational

Plan

A structured roadmap designed to optimize your tax efficiency, business structure, and financial strategy.

Proposal for

Advisory Services

A customized engagement plan based on our findings.

Your success is our priority.

Let’s build a strategy that keeps more money in your pocket while setting the foundation for long-term financial growth.