Tax advisory
Think ahead.
Move with clarity.
A tax strategy built around your properties, your goals, and what comes next.
Let’s talkYour tax advisory journey.
Your investment carries forward. Each paid phase credits the next.
A focused conversation to understand what is in front of you.
The introductory call gives us an opportunity to understand your situation, what you are considering, and the questions you are trying to answer. We use the conversation to determine whether Phænix is the right fit and whether deeper analysis would be valuable.
We discuss
- Your current situation
- What you are considering
- Your primary tax questions or concerns
- Relevant real estate or business activity
- Any upcoming decisions or deadlines
We determine
- Whether there is a meaningful issue to examine
- Whether Phænix is the right fit
- Whether deeper analysis is warranted
- The appropriate next step
You leave with
- A clearer understanding of what deserves attention
- Initial direction
- Answers to basic questions
- Our recommendation for what should happen next
- No obligation to proceed
We get oriented before we prescribe.
The Initial Assessment gives Phænix enough context to understand your broader financial and tax picture before recommending a strategy. We identify the issues that deserve attention and determine where deeper planning may create meaningful value.
We review
- Prior tax returns
- Current income sources
- Business entities
- Real estate and investments
- Current ownership structure
- Known upcoming transactions
- Existing tax concerns
We identify
- Potential tax opportunities
- Areas of exposure or uncertainty
- Planning gaps
- Decisions that may require deeper analysis
- Issues that may not require additional work
- The highest-priority areas to address
You leave with
- A clearer picture of where you stand
- The issues that matter most
- Defined planning priorities
- Our recommendation for the appropriate next engagement
- Greater confidence about what should happen next
From understanding the picture to designing the strategy.
We go beyond identifying opportunities. Phænix evaluates the tax consequences, models alternatives, considers timing and tradeoffs, and develops a recommended strategy based on the client's actual circumstances.
The Initial Assessment identifies what deserves attention.
The Comprehensive Tax Review determines what we recommend doing about it.
We analyze
- Projected income and tax liability
- Entity and ownership structure
- Real estate activity
- Depreciation strategy
- Available deductions
- Current and future tax attributes
- Major purchases or sales
- Federal and state considerations
- Other relevant planning opportunities
We model
- Alternative strategies
- Timing decisions
- Estimated tax consequences
- Tradeoffs between available options
- Near-term implications
- Longer-term implications
- Implementation considerations
You receive
- A clear recommended strategy
- Prioritized action items
- Tax projections where appropriate
- Implementation guidance
- A roadmap for the year ahead
- Clear explanation of what to do and why
Planning becomes part of the relationship.
Instead of revisiting tax strategy only after the year is over, Phænix stays involved throughout the year as income, investments, transactions, and priorities change.
The first three stages answer: What should I do?
Annual Advisory answers: Stay involved as my circumstances change.
Throughout the year
- Tax projections
- Planning conversations
- Estimated tax planning
- Year-end planning
- Strategy updates
- Major transaction support
As decisions arise
- Real estate purchases
- Property sales
- 1031 exchanges
- New investments
- Entity changes
- Ownership changes
- Changes in compensation
- Changes in income
- Other consequential financial decisions
Phænix coordinates
- Tax planning
- Implementation
- Accounting
- Financial reporting
- Tax preparation
- The CPA-signed return
Phænix is at the table before the decision is made — not after the tax return tells us what happened.
You do not need to know exactly what service you need before contacting Phænix. Start with the question. We will determine how deep the work needs to go.