Our Client Relationships
Begin with Discovery
We believe the discovery process to be a critical part of our professional partnership. Therefore, we have developed a disciplined and practical approach to understanding your tax and accounting needs before you become a client.
Our Goal...
A straightforward discovery allows our team of professionals to take the time to understand your overall financial health and future goals. Through this process, we explore often-overlooked opportunities, plan for ongoing communication, and define roles & expectations. We apply this process to each client we serve and take immense pride in doing so; our unique approach drives unique outcomes.
The result is cultivating a long-lasting partnership with financial benefits and a concise understanding of your personal and business objectives, ultimately providing you peace of mind that we fully understand your Big Picture.
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The Result...
OUR SERVICES
Our Process
PHASE 1
Discovery
PHASE 2
Implement Strategy & Preparation
PHASE 3
Review and Delivery
Discovery
Your journey with RVG begins here, with Discovery. Whether you are a business owner or an individual seeking to understand your wealth and the path ahead, we take the time to dig in, listen and compile a comprehensive report. Our team gets to know you, your family, your business, your goals, and your expectations. We regularly update your plan to reflect changes and discover tax-saving opportunities.
Implement Strategy & Preparation
Following our Discovery Meeting, our team gets busy implementing the unique strategy we have developed for you. During this time, we connect with you regularly to inform you of the next steps and encourage your questions. We have invested in integrated technologies to store your documents and provide you access 24/7 securely. Our software is designed to minimize response time and to keep your team apprised of your activity.
Review and Delivery
Our tax, accounting, and analysis process syncs directly with our planning strategy. We meticulously review deliverables with you before finalizing for filing or concluding your project. You can sleep well at night knowing your work product is evaluated by MBAs, CPAs, advisors, and accountants with over 50 years of collective experience in their field.
NEED A TRUSTED ADVISOR?
Start the conversation with us today.