SURROUND YOURSELF WITH BRILLIANCE
We initiate relationships with all new clients with a comprehensive review of their current financials, tax returns and legal documents. Our NextLevel 360 Assessment allows us to get a full understanding of your current state and design a customized solution to help you to achieve your goals. Here’s what to expect on your journey with us:
Day 1
Alignment Call(30 minutes with client relations team)
Day 5
Data Submission(prior period financials, tax returns, legal documents)
Day 15
Consultation(1 hour in-person/virtual session to review assessment results and recommendations)
Ready to get started!
Schedule your initial alignment call with us!
Not yet ready to book a call but want to know us better? We’re big fans of sitting down face-to-face over coffee or cocktails to start what we know will be a long-term partnership. Just let us know and we’ll plan accordingly. First round is on us.
Email us at info@nextgen.tax to start the conversation.
