Strategic Consultation
Starting pointArranged after we review your request
A focused session with a founder to review your situation, identify the key questions and outline possible next steps.
How We Work
Clear engagements, built around your situation.
We do not sell one-size-fits-all packages. Every relationship begins with understanding your circumstances, and every proposal is tailored to the scope and complexity of the work.
Our process
- 1
Initial qualification
You share a brief description of your situation. We confirm whether it fits our practice before anything is arranged.
- 2
Strategic consultation
A focused session with a founder to understand your objectives, structure and the questions that matter most.
- 3
Situation and needs assessment
We analyze the information discussed and identify obligations, risks and planning opportunities.
- 4
Customized engagement proposal
You receive a written proposal with scope, deliverables, timing and fees tailored to your matter.
- 5
Implementation and ongoing support
When applicable, we carry out the work and remain available as your situation evolves.
Engagement models
Built Around Your Next Move.
Project-Based Tax Advisory
Quoted by scope and complexity
Defined projects such as the analysis of a transaction, a structure review or a specific compliance matter.
Ongoing Strategic Advisory
Recurring engagement, quoted individually
Year-round access to strategic tax advice as your business or investments evolve.
Tax Compliance & Accounting
Quoted by entity type, obligations, complexity and frequency
Preparation of returns and information reports, and accounting services sized to your needs.
Every engagement is evaluated individually and quoted according to its scope and complexity. Terms are confirmed in writing before any work begins.
Facing an important decision?
Start with a strategic consultation. We will review your situation, identify the key questions, and outline how we can help.
Strategy Behind Every Decision.