01
Process Step
Start with the Tax Blind Spot Review
Answer a short set of questions about your income, investments, business ownership, retirement accounts, charitable giving, and upcoming financial decisions.
How It Works
A clear process for finding tax planning opportunities.
The goal is to help you understand what deserves attention, what information is needed, and how the findings may be coordinated before important financial decisions are finalized.
The Process
From the first intake to coordinated next steps.
The exact process may vary based on complexity, but every engagement begins with understanding your situation before recommending a scope of work.
02
Process Step
We review your situation
Your intake is reviewed to identify potential tax planning opportunities, coordination gaps, and areas that may deserve a deeper analysis.
03
Process Step
We define the scope
If the situation appears to be a fit, we discuss the documents needed, the type of engagement, expected timing, responsibilities, and pricing before work begins.
04
Process Step
You provide the relevant documents
Documents may include prior-year tax returns, current income estimates, investment statements, retirement balances, business information, or details about an upcoming transaction.
05
Process Step
We prepare the planning analysis
The review may examine income timing, investments, retirement accounts, charitable giving, business planning, large capital gains, and other relevant opportunities.
06
Process Step
You receive a written planning summary
Your written plan may include potential opportunities, important considerations, priority items, implementation notes, and questions for your CPA, attorney, or other professionals.
07
Process Step
We walk through the findings
We review the plan together, explain the findings in plain English, discuss tradeoffs, and identify the items that may be worth pursuing.
08
Process Step
We coordinate the next steps
When appropriate, implementation may be coordinated with your CPA, attorney, financial advisor, or other professionals so important planning items do not remain unfinished.
What You May Need
Better information creates better planning.
Not every engagement requires every document. The specific request will depend on your goals, financial situation, and the planning questions being evaluated.
Sensitive documents are requested separately.
Do not enter Social Security numbers, account numbers, passwords, or complete tax returns into the initial intake form. If documents are needed, you will receive instructions for submitting them securely.
✓Prior-year tax returns
✓Current-year income estimate
✓Recent paystubs
✓Business income information
✓Investment account statements
✓Retirement account balances
✓Charitable giving records
✓Stock compensation details
✓Upcoming sale information
✓Estate planning documents
What You May Receive
A planning deliverable built around decisions and next steps.
Deliverables vary by engagement, but the goal is to provide something organized, understandable, and usable.
Tax Blind Spot Summary
A clear overview of the planning issues, opportunities, and coordination gaps identified during the review.
Priority Map
An organized list showing which items may deserve immediate attention, further analysis, or future monitoring.
Implementation Notes
Action-oriented guidance describing the professionals, documents, calculations, or decisions that may be needed next.
CPA Coordination Questions
A focused set of questions or planning items that may need confirmation from your CPA or tax preparer.
Review Meeting
A meeting to explain the findings, discuss tradeoffs, and help you understand the potential next steps.
Ongoing Coordination
Depending on the engagement, follow-up support may help organize implementation and monitor unresolved planning items.
Professional Coordination
Planning works best when the right professionals communicate.
Unity Tax Planning does not replace the CPA, attorney, or other professional responsible for tax filing positions, legal documents, or specialized advice.
Your CPA
Tax filing and technical confirmation
Your CPA or tax preparer may need to confirm filing positions, calculations, elections, deadlines, and implementation details.
Unity Tax Planning
Planning analysis and coordination
The focus is identifying planning opportunities, organizing the financial context, and helping coordinate the next steps.
Your Attorney
Legal documents and legal advice
Estate planning documents, entity documents, contracts, and other legal matters should be handled by a qualified attorney.
What This Is Not
Clear boundaries help create better expectations.
Not Tax Preparation
The service is not limited to preparing and filing a prior-year return. The primary focus is proactive planning before decisions are finalized.
Not Legal Advice
Estate planning, entity formation, contracts, and legal documents should be prepared or reviewed by a qualified attorney.
Not a Guarantee
Planning may identify opportunities, risks, and tradeoffs, but no tax savings, investment result, or specific outcome is guaranteed.
Ready to begin the process?
Start with a short intake. If there is a fit, the next step is a conversation about scope, documents, timing, and pricing.