How It Actually Works
From "curious" to "I just saved $200K+" in 5 clear steps. Here's exactly what happens, what you'll think at each stage, and what to expect.
The Simple Version
Most clients go from assessment to tax savings in 6-8 weeks. Here's the overview:
Take Assessment
Answer questions about income, assets, and goals
Strategy Call
We design 2-3 custom options for your situation
Pick Your Path
Review options, understand tradeoffs, choose approach
We Handle Everything
Paperwork, appraisals, coordination—all managed
Save Six Figures
File with confidence, keep more wealth
The Detailed Version
Here's what actually happens at each step—including what you'll be thinking and the questions you'll have.
Realistic Timeline
Here's what to expect from start to finish:
Total: 6-8 weeks from assessment to tax savings
Year-end rush may extend timelines. Start early for best results.
What Could Go Wrong?
Let's be honest about potential issues and how we handle them:
A Clear Path from Here to There
Why Our Process Works
Every aspect is designed for compliance, clarity, and your peace of mind.
Conservative by Design
We model ranges, not maximums. Independent appraisals. IRS code citations for everything. We'd rather under-promise and over-deliver.
Your CPA in the Loop
We coordinate with them from Discovery through Filing. They review and approve everything before you sign. You keep your trusted advisor.
Complete Paper Trails
Every transaction documented. Every form prepared. Every appraisal independent. If audited (rare), you have ironclad evidence.
Ready to Start?
Take the 10-minute assessment to see if you qualify and get your estimated savings projection.