FAQs

It’s a standalone strategic modeling engagement where we evaluate up to three advanced tax strategies for your situation. Each is modeled for potential tax impact, feasibility, and alignment with IRS rules. You receive a roadmap you can act on with or without ongoing planning.

Most evaluations are completed within a few weeks of receiving all requested documentation. The timeline may vary depending on the complexity of your situation and how quickly we receive complete information.

No. We do not prepare tax returns as part of this engagement. Our focus is on modeling strategy. If you need tax prep, we can coordinate with J.R. Martin & Associates or your existing CPA.

No. We do not promote tax shelters, listed transactions, or aggressive tax avoidance schemes. Everything we analyze is tailored to your facts and evaluated for feasibility and IRS compliance. We don’t sell loopholes—we build clarity.

That’s totally fine. The Strategic Launch Analysis is designed to stand on its own. If you move forward, your $5,000 fee is applied toward your planning engagement. If not, you leave with a high-value, custom strategy report.

After your initial discovery call, we’ll request the documents that are relevant to the strategies being modeled. We aim to keep it focused and respectful of your time.