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The Tax Planning Process

Our tax planning process typically proceeds with the following steps:


  • Engage in initial situation assessment and fact-finding to determine if significant tax savings opportunities are likely available.


  • Obtain relevant additional information.


  • Assess prospect’s situation and develop initial Tax Savings Estimate.


  • Review the Initial Tax Savings Estimate with client.

  • Client makes decision as to GO or NO-GO.  If NO-GO, the discussion is terminated in a professional manner.  We have found that many NO-GO decisions don’t really mean “No” but rather mean “Not Now”.  If GO, the following steps continue.

  • Provide engagement letter identifying various responsibilities to client for signature. Arrange for payment of fees.


  • Finalize the Tax Savings Plan, review with Client and obtain Client approval and buy-in.


  • Implement the Tax Savings Plan and start reaping the benefits.


  • Ongoing follow-up to ensure proper engagement implementation and to identify future tax strategies required by a changing client situation.

Tax Planning Process
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