Approach

Entrepreneurial Mindset

We are drawn to opportunities, innovation and new value creation. Our learning never stops.

Client centric

Clients receive personal attention, empathy, and enthusiasm. We listen and tailor solutions to our clients’ needs. 

Strategic

We look for actionable solutions that produce tangible results for our clients. We focus on the practical.

RELATIONSHIP-ORIENTED

We seek to build long-term relationships with our clients, help them grow, address their concerns at every step of their journey. Being understood is priceless.

Step 1 - Introductory conversation with a client

Step 2 – Preliminary fact finding and consultation

Step 3 – Additional fact finding, research, analysis, and strategy formulation 

Step 4 -  Preparation of tax documents 

Step 5 – Documents walkthrough with a client

Step 6 – Documents submission 

Step 1 - Introductory conversation with a client

Step 2 – Preliminary fact finding and consultation

Step 3 – Communication with taxing authority to put a hold on collection activities and

case discussion

Step 4 – Additional fact finding, research, analysis, and strategy formulation

Step 5 -  Preparation of tax documents and supporting materials 

Step 6 – Documents walkthrough with a client

Step 7 – Documents submission 

Step 8 -  Communication with an auditor/ case manager in defense of the case 

Step 9 – Successful case resolution