What you receive
- Review of the tax and financial information specified for your assessment.
- A 45–60 minute strategy meeting focused on your findings and questions.
- A written Financial 360 Report and Action Plan.
- Prioritized recommendations, relevant deadlines, and proposed next steps.
- Estimated tax effects where the available information supports a reasonable estimate, with assumptions explained.
What we may review
Business structure, owner compensation, deductions, retirement contributions, investment income, real estate, and estimated payments—as applicable to your situation. We consider eligibility, implementation costs, documentation, and deadlines.
A guided process
- Review the engagement terms and enroll.
- Complete your Financial 360 questionnaire.
- Upload requested records securely through TaxDome.
- We review your information and request clarification as needed.
- Meet with us for 45–60 minutes to discuss the findings.
- Receive your written report and action plan.
A defined first step
Financial 360 is a standalone assessment. Ongoing implementation, tax preparation, legal work, third-party fees, and bookkeeping are not included unless expressly stated in your agreement. You are not required to enroll in an annual program. New savings are not guaranteed.