Book Your Onboarding Call
For New Advisory and Cost Segregation Clients
Select your preferred date and time below. The FAQs explain what happens after you book.
What to Expect During Onboarding
Your onboarding process depends on the service you purchased. Advisory clients follow a structured Day 1, Day 3, Day 7, and Day 30 cadence. Cost segregation clients generally complete one kickoff call, then continue through document collection and status updates.
What happens after I book my advisory onboarding call?
Advisory onboarding follows a Day 1, Day 3, Day 7, and Day 30 cadence. We begin with your onboarding call, confirm access and missing items within three days, provide an initial review update around Day 7, and target your strategy review and implementation roadmap around Day 30 once the requested information is complete.
What happens on Day 1 for an advisory client?
Day 1 is your onboarding call. We confirm the engagement scope, your goals, entities, tax returns, bookkeeping records, payroll information, real estate holdings, key deadlines, and the people who should be included in future communication.
What happens on Day 3 and Day 7?
By Day 3, our team checks portal access and the documents received, then sends a focused list of anything still needed. Around Day 7, we provide an initial file review update, clarify open questions, and confirm the timeline for the advisory work.
What should I expect by Day 30?
Our target is to complete the core review and prepare your strategy discussion and implementation roadmap by Day 30. Timing depends on receiving complete records and resolving open questions. If an amendment, entity filing, cost segregation study, or other specialized work is included, that work may continue on its own timeline.
How does onboarding work for a cost segregation study?
Cost segregation clients generally need one onboarding call. We confirm the property, ownership, placed-in-service date, study scope, tax year, and required records. After that call, the team handles document collection, engineering review, and status updates through the secure portal and email.
Will I need another cost segregation call?
Usually not. We schedule another call only if the property facts, improvements, ownership, placed-in-service date, or tax treatment require clarification. Otherwise, the process continues without adding unnecessary meetings.
What documents should I have ready?
Advisory clients should be ready to provide prior tax returns, current bookkeeping reports, entity documents, payroll information, and records related to the strategies being reviewed. Cost segregation clients should provide the closing statement, depreciation schedule if available, inspection or appraisal, improvement details, and supporting property records.
What if I do not have every document yet?
Book the onboarding call and bring what you have. We will identify the missing items and give you a focused request list. The timeline begins moving once we have the records needed to complete the review.