How We Work With You

We make it very simple to work with us. Not only in our attitude around getting the job done, but in our process and procedures.

Relationship Initiation & Due Diligence

After signing the letter of engagement (a link is provided below and on the My Satty page), we get together to discuss the current scenario, find out the history around your situation, talk about your objectives and discover the nuanced details that can make the difference in meeting or exceeding your goals. How do we do this? We ask, and listen.

Further Investigation and Questions

This is where we put the petal to the metal in terms of completely understanding your individual and/or business financial and taxation picture. We dig deep, pose alternative possible strategies and probably will have a bunch of questions that will help us come up with the best possible solution. As we get deeper in our relationship, this can extend past just taxation or immediate yearly financial issues into long term business advisory which is where the value of Satty becomes crystallized.

Filing Returns & Memorializing Our Recommendations

With filing returns, our process begins with the Tax Organizer (a link is provided below and on the My Satty page) that is a comprehensive worksheet that enables both you and us to catalog and organize everything pertaining to filing a return. It is an incredible time and money saver and actually allows us to do a better job in getting you the best possible tax outcomes. In regard to general financial questions and future planning, we put all of our recommendations and possible alternatives down in a report and review with you so you can decide pathways to follow based on education rather than chance.