Before actioning any new tax plans we do a strategic review of existing tax plans that will reveal whether minor adjustments are needed or if larger decisions should be made.
Client involvement in the tax planning process ensures the facts and goals we are working with remain up to date and relevant. This also increases clients working knowledge of the tax planning process, building their abilities over time.
The tax planning process also develops our understanding of your unique circumstances building our working knowledge of your unique situation and circumstances.