skip to Main Content

Initial Consultation

Our tax consulting process (that includes tax structuring) starts with an initial consultation. During the initial consultation, we will review all facts and circumstances of your situation, review tax issues you are facing, confirm your objectives and priorities, identify any potential tax exposure, provide you with an applicable tax framework, discuss available options, and provide recommendations on available solutions to your tax issues. After the initial consultation, when you decide to retain us, we will send you a retainer invoice (where applicable) and engagement letter. Once you made the payment and signed the engagement letter, we will send you the information request and instructions on the next steps.

As part of the process, you will upload all requested documents and information to our secure information exchange platform – Citrix ShareFile. We place high importance and priority on protecting our clients’ sensitive and confidential information and are using the best possible technology to accomplish that goal. You can read more about our security protocols here [Click Here].

Back To Top