How we’ll
work together.
I want you to feel clear about the decisions ahead and supported as we put them into practice. Over three months, we’ll connect your tax planning, rental property and family business goals in one practical plan.
We’ll choose the strategies that fit, handle the agreed implementation and keep you involved at the moments that matter.
See your three-month roadmap ↓
The decisions we’ll work through.
We’ll explain the opportunities in plain language, evaluate the requirements and recommend what makes sense for you.
Your tax plan
Update your tax projection, review payment timing and cash reserves, and evaluate relevant retirement and investment tax opportunities.
Your rental property
Review costs and expenses, evaluate cost segregation and determine whether accelerated deductions can provide a usable benefit.
Your family business
Explore ownership, funding and entity arrangements. Review equipment, sponsorships, compensation and reimbursements so approved business activity has the right structure and records.
Your IRS follow-through
Review the authority to act and coordinate the agreed address correction and refund inquiry. We’ll keep you informed about the next step.
All four areas are included in the engagement. No additional service fee within the agreed scope.
Your next three months.
Understand and decide.
We review what you’ve already shared, update your tax position and choose the strategies worth pursuing. Time-sensitive year-end actions come first.
You leave with a clear plan and the decisions we need from you.
Put the plan in place.
Our team coordinates approved structures, filings and supporting records. We work through the selected rental and business strategies and review progress with you.
You see what’s completed, who owns the next step and what still needs your input.
Review and look ahead.
We refresh the tax projection, review the work completed and address remaining dependencies. Together, we set the priorities for the coming year.
You receive a closing review and a practical roadmap to keep moving forward.
We coordinate. You stay informed.
What we handle
I lead the strategy and key decisions. Our team coordinates documents, approved implementation and progress reviews through Canopy.
Electronic signatures and scheduled invoices keep administration simple. We review existing uploads before requesting anything else.
What we need from you
Provide the missing records, tell us about changes and approve the recommendations you want to move forward with.
We’ll meet at kickoff, when decisions are needed, during implementation and for the closing review. Between meetings, you can reach us through your portal.
One fee for the complete three-month advisory and implementation engagement.
$15,000 in advance upon acceptance.
Choose your payment option when you review the engagement in Canopy.
Open your client portal ↗Payment options here are for reference; clicking does not accept an agreement or charge a payment. The signed Canopy engagement confirms scope, dates and terms. Automatic payments require separate authorization. Specialist studies, legal services, government fees, tax return preparation and ongoing bookkeeping or payroll are separate. Additional work requires your approval. Recommendations depend on verified facts and applicable rules; no specific tax outcome is guaranteed.
I look forward to working through this with you.
Daysi