From the first conversation to not having to think about it.
A clear process, with defined timelines and deliverables. No surprises and no hidden hourly billing.
The process
01 · Book your meeting
Whenever suits you
Tell us what you need through the contact form and we will get back to you with a time that suits you. No cost and no commitment.
You arrive with your situation; you leave with a clear map of the work.
02 · Diagnosis
First week
We review what has been filed, how your census status stands, whether any tax authority requirements are open and which opportunities are being missed.
You'll receive a written diagnosis, whether you become our client or not.
03 · Work plan
Second week
We set the calendar of obligations, who does each task and who your point of contact will be.
We sign the engagement and arrange the necessary authorizations.
04 · Ongoing operations
In progress
We handle the monthly work, file your obligations on time, warn you before every deadline and are available whenever an important decision comes up.
No hidden hourly billing for every call.
Already have an advisor? Switching is easier than it seems.
It is the doubt that holds people back most: losing paperwork, switching halfway through a quarter, or having to chase your previous advisor.
We take care of collecting the documentation, reviewing what has been filed and guaranteeing continuity without interruptions.
If we find anything from the previous stage that could be better, we explain it with complete transparency and set out the options.
How we handle the switchShall we start?
Book a 30-minute meeting and we will look at your situation and tell you frankly whether we can help.