How it works
How working with TFS actually works.
From first inquiry to annual renewal, here’s the path — seven plain-language phases, with a CPA leading every judgment and the secure portal handling every document. A fit conversation is a safe first step, not a commitment.
Schedule a Fit ConversationThe client journey
Seven phases, start to renewal.
Every internal step rolls up into a phase you can picture yourself taking. Structure is the point — it’s what keeps complex situations clear.
You reach out
Tell us a little about your situation through the website or by scheduling directly. We only ask for non-sensitive basics at this stage — what you’re looking for and roughly how complex things are. Please don’t send tax documents yet; secure collection happens later, inside the portal.
We learn your situation
We note what matters for matching you to the right level of support — the kind of return you file, how many entities you have, whether a trust or estate is involved, the state of your books, and any deadlines. It helps us make a sound recommendation before we ever meet.
We recommend a package
Based on what we’ve learned, we recommend the package that fits — Foundation, Growth, or Executive — and send you the matching overview or a comparison so you can see exactly what it includes. No guessing, no blind self-selection.
We talk it through
We talk through your situation, confirm the package that fits, and make sure expectations line up on both sides. It’s how we make sure the relationship is right before anyone commits.
Schedule a Fit ConversationA fit conversation is not a tax-planning engagement, proposal, or client relationship. Scheduled via our online scheduler, or direct scheduling for complex matters. This is a conversation, not a sales call.
We confirm & propose
A CPA confirms your package, what’s included, and anything outside standard scope. You then receive a clear proposal and engagement letter in our secure portal, so your scope and price are defined in writing before any work begins.
You sign & onboard
You sign the engagement letter and set up monthly autopay, then we onboard you in the secure portal — your checklist, organizer, document requests, and the recurring deliverables for your package, all in one place. From here, the cadence runs.
We right-size each year
At renewal we review how the year actually went and adjust your package to match — up if your situation has grown more complex, down if it’s simplified. You pay for the cadence you actually need, not the one you started with. That’s what “Your Family CFO for Life” means in practice.
The right tool owns each lane
A controlled, professional workflow.
Automation routes and reminds — it never decides your tax positions, files a return, or sends advice without CPA review.
the client portal
Your portal — documents, e-signature, proposals, billing, messages
professional tax software
Tax preparation and e-file
accounting software
The source for monthly book review
Start with a fit conversation.
It’s the first phase, and the only one you need to take today — a safe, low-commitment conversation before any sensitive records are collected.
REPLACE_WITH_BOOKING_URL with your scheduling URL.
A fit conversation is not a tax-planning engagement, proposal, or client relationship. Final scope and pricing depend on CPA review and a signed engagement letter.