Engagement Approach
A partner-led engagement, on a calendar you can plan around.
How We Work
Five phases. One partner, year after year.
- 01
Phase 1
Listen
An initial conversation with a partner — typically 30 minutes — to understand you, your entities, your family, and the deadlines on your calendar.
- 02
Phase 2
Organize
A clear document checklist, a secure portal, and a written engagement letter with scope, deliverables, fee, and a calendar you can plan around.
- 03
Phase 3
Prepare
Senior, hands-on preparation. The partner stays involved — no surprise handoffs. Questions are answered as they come up, not stored for a single review at the end.
- 04
Phase 4
Plan
Before we file, we walk through what the return tells us and what next year should look like — estimated payments, entity changes, gifting, retirement, equity events.
- 05
Phase 5
Stay
We are reachable between filings. Mid-year letters from the IRS or FTB, a new property purchase, a liquidity event, an estate question — we pick up the phone.
Fees
Quoted in writing
Engagement letters include a fee range, an agreed-upon scope, and a delivery timeline. No surprise invoices.
Year-round
Not just April
Planning, projections, and entity questions are part of the relationship — included in most engagements, not billed by the minute.
Continuity
Decades, not seasons
Most relationships span many years and multiple generations. Continuity is part of the value we provide.