Getting Started
New clients often have similar questions about how we work and what makes our approach different. Here's what we hear most often during initial consultations.
What exactly do you mean by tax optimization strategy?
Think of it as creating a roadmap for your business taxes that goes beyond just filing returns. We analyze your entire business structure, income patterns, and growth plans to identify legitimate opportunities to reduce your tax burden.
For example, we might recommend adjusting how you pay yourself, timing certain business expenses, or restructuring parts of your operations. Everything we suggest is completely above board and follows current tax regulations.
How is this different from what my accountant already does?
Your accountant likely focuses on accurate record-keeping and filing compliance - which is essential. We work alongside them to identify strategic opportunities they might not have time to explore during busy tax season.
Many of our clients keep their existing accountants and simply share our recommendations with them. We're not here to replace your current team, just to enhance what they're already doing for you.
Do I need to have a certain business size to benefit from this?
Not at all. We work with solo entrepreneurs making k annually and established businesses generating millions. The strategies vary, but the principles remain the same.
Smaller businesses often benefit from proper expense categorization and timing strategies. Larger operations might explore more complex structures or investment timing approaches.
Our Process
Understanding how we work together helps set realistic expectations. Every client situation is unique, but our general approach follows a proven framework.
What happens during the initial consultation?
We spend about 90 minutes reviewing your current business setup, recent tax returns, and future plans. No need to prepare anything elaborate - just bring your questions and last year's tax documents.
By the end of that conversation, you'll have at least two or three specific ideas you can implement immediately, regardless of whether we work together long-term.
How long does it take to see results?
Some strategies show up on your next quarterly payment, while others are designed for long-term benefit. We always start with the quickest wins first.
Most clients notice a difference within 3-6 months, but the real impact becomes clear when you file your year-end returns and see the total picture.
Will you work directly with my existing accountant?
Absolutely, and we encourage it. Professional collaboration usually leads to better outcomes for everyone involved.
We'll explain our recommendations clearly and provide documentation they need. Most accountants appreciate having someone focused specifically on tax strategy so they can concentrate on compliance and record-keeping.
What if my business changes significantly during the year?
Business evolves - that's normal. We build flexibility into every strategy and schedule regular check-ins to adjust as needed.
Whether you're scaling up, adding new revenue streams, or dealing with unexpected challenges, we can modify approaches to match your current situation.
Investment & Value
We know cost is always a consideration. Here's how we structure our services and what clients typically experience in terms of value.
How do you structure your fees?
We offer both project-based and ongoing consulting arrangements, depending on what makes sense for your situation.
One-time strategy development works well for businesses with stable operations. Ongoing partnerships suit companies with changing needs or those implementing complex multi-year strategies.
During our initial consultation, we'll recommend which approach fits your circumstances and budget.
Is there a minimum commitment required?
No long-term contracts or minimum commitments. Some clients work with us once to get their foundation right, others prefer quarterly strategy reviews.
We want you to continue working with us because you're getting value, not because you're locked into an agreement.
How do most clients measure the return on this investment?
The most obvious measure is direct tax savings, but clients often mention other benefits like improved cash flow timing and better financial clarity.
We track specific metrics with you so you can see exactly what's working. Many clients find that having a clear tax strategy also helps them make better business decisions throughout the year.
Taryn Melendez
Senior Tax Strategist
"Most business owners are paying more than they need to, simply because they don't know what options exist."
Kendrick Vasquez
Business Structure Consultant
"The best tax strategy is one that grows with your business and adapts to changes in your industry."