STA assigns numerous tax professionals to each client engagement to ensure that all potential opportunities are identified, thoroughly researched, and evaluated in light of the client’s specific circumstances and project goals.

The project commences with an on-site visit by a Senior Tax Consultant or multiple Senior Tax Consultants who meet with the business owner and perform the necessary on-site due diligence to determine the scope of the engagement and gather information. While the Senior Tax Consultant serves as the primary point-of-contact during the engagement, the Senior Tax Consultant will work closely with a select team of tax professionals in identifying opportunities, structuring the recommendations, and preparing a written Tax Strategy Report (TSR).

Upon completion of the TSR, the Senior Tax Consultant will meet with the client (and current professionals, if desired) to present each recommendation, the associated tax and asset protection benefits, and discuss the manner in which they may be effectively implemented.  Although the Senior Tax Consultant will thoroughly explain all recommendations, the TSR will also provide detailed written explanations of each recommendation in plain-English.

Subsequent to the presentation of the report by the Senior Tax Consultant, STA will be available to provide guidance to the client’s legal and tax professionals during the implementation of the recommended tax strategies. If deemed appropriate, STA has developed close professional relationships with other firms that may implement all, or a portion, of the recommended strategies.