CPAs & Estate Planning- Should the CPA be Involved- and if so, how?

After submitting your request, we review the information and then follow up via email to submit the necessary tax documents. Then, we'll schedule a time for your initial planning call.

In this meeting, we'll review your situation and determine where and how we can add value. We'll discuss which services may align best with your current & future needs.

After meeting & reviewing your situation, we prepare a multi-page proposal that shows you your potential tax savings & the different strategies we recommend.