STEP 1 : Tax Diagnostic Review
We’ll gather the key information required about you and your business, in order to complete Step 2 the Tax Diagnostic Review.
STEP 2 : Tax Diagnostic Review
We’ll run a Tax Diagnostic Review on you and your business, and analyse the findings, ready to share the results with you via the 45-min ‘Impact Meeting’.
STEP 3 : Impact Meeting
We’ll invite you to a 45-min ‘Impact meeting’ where we will take you through the Tax Diagnostic results. We will explore three priority areas, explaining why it is relevant, the benefits and the tax savings.
You’ll take away an action plan outlining the priority areas to focus on, including estimated tax savings and quotes for the delivery of recommended tax advice.