Our Process
How We Work
A structured path from first call to filed return.
A boutique tax advisory firm providing structured, audit-defensible tax strategies grounded in tax law & proper documentation.
Two Phases, One Standard
This is not one process. It's two — built for two different moments.
Most firms treat "onboarding" and "tax prep" as the same conversation. We don't. Becoming a client is a structured evaluation. Filing your return, once you are a client, is a structured production line.
Each has its own steps, for good reason.
PHASE ONE
01 - 07
Becoming a Client
A diagnostic, a matched solution, a signed agreement, and a built foundation — before any strategy is implemented. This is how we determine fit, in both directions.
PHASE TWO
01 - 09
Preparing Your Return
Once you're onboarded, every return moves through the same nine-step production and review line — from document gathering to IRS acceptance confirmation.
PHASE ONE · STEPS 01 – 07
How we determine fit — for both of us.
Nothing here is generic onboarding. Each step exists to protect the quality of what comes after it.
Click any step to see what actually happens inside it.
What We Evaluate
- Current business structure
- Income sources and complexity
- Existing tax issues
- Real estate or investment activity
- Prior tax planning
- Overall goals
What It Determines
- Whether you're a good fit for our firm
- Whether we're the right fit for you
- What type of solution makes sense
Possible Paths
- Tax strategy planning
- Entity structuring
- Real estate tax planning
- Ongoing advisory services
- Accounting optimization
- Compliance correction
- Audit-defense preparation
Our Standard
- Match the right level of service and never oversell unnecessary work.
What's Finalized
- Agreements and scopes of work
- Engagement documents
- Deliverables, clearly defined
Why It Matters
- Clear scope and expectations
- Proper legal and compliance documentation
- Commitment before implementation starts
What We Set Up
- Client accounts and systems
- Connected accounting platforms
- Required documentation
- Communication workflows
- Organized access to records
The Goal
- Efficiency, accuracy, and organization before a single strategy is implemented.
What Implementation May Involve
- Restructuring entities
- Updating accounting systems
- Implementing tax strategies
- Coordinating with legal or financial professionals
- Building audit-support documentation
What We Track
- Expected tax savings
- Estimated ROI
- Financial impact of each strategy
Ongoing Activity
- Monitor results
- Track implementation progress
- Adjust strategies when necessary
- Evaluate changing tax law
Why It Matters
- A proactive approach, not a reactive one. The plan keeps producing its intended outcome.
The Annual Cycle
- Review
- Adjust
- Implement
- Monitor
- File
Our Goal
- Long-term tax optimization, not one-time tax preparation.
Tax strategy is not static. It's monitored, adjusted, and refiled — every year.
This is structural. Not seasonal.
PHASE TWO · STEPS 01 – 09
How every return is actually prepared.
Once you're onboarded, your return moves through the same disciplined production line every year — designed so that no return reaches the IRS without two layers of professional review.
Click any step to see what actually happens inside it.
Ready When You Are
Start with the call that tells us both if this is the right fit.
The Discovery Call is a diagnostic, not a pitch. You'll leave knowing exactly what's possible — and exactly what it would take to get there.
Office Location:
7000 North Mopac Expressway ste 200, Austin, TX 78731, USA
Copyright © 2026 Roderick Robeson CPA LLC. All Rights Reserved.
☎ You may call us at (512) 960-4874
✉️ Email us at [email protected]
