How the trail
is traversed.
We don't believe in chaotic tax seasons, surprise fees, or radio silence. Take a guided tour through your onboarding basecamp and our digital filing process.
A frictionless transition
from onboarding to filing
Toggle between the two tracks below to visualize how we migrate you to our secure command center and run your annual preparation with zero stress.
Secure Portal Integration
Receive a direct secure link to access your client portal. Simple, protected, and fully encrypted to eliminate standard email vulnerabilities.
Historical Auditing & Discovery
Upload your prior 2 years of business and personal returns. Clay Welch reviews them to uncover legacy structural errors and missed write-offs.
The Navigation Briefing
We hold a private 30-minute map session to structuralize your holdings, optimize entity allocations (S-Corp, LLPs), and build a proactive tax path.
Monthly Advisory Retainer
Select a clear retainer that aligns with your ongoing advisory needs. Enjoy unlimited emails and direct calls—no surprise invoices or hourly billing.
Your Financial Basecamp Console
We partner directly with TaxDome to deliver a fully-integrated Command Console. Safely upload docs, sign corporate drafts, and chat directly with Clay from any screen.
Instant Smartphone Scanning
Ditch the flatbed scanners. Use your mobile device's camera to capture raw documents directly into your secure filing queue.
Fully Integrated Advisory Inbox
Message our Folsom advisors instantly. Our built-in portal chats protect sensitive corporate assets far better than standard email threads.
E-Sign in Under 10 Seconds
E-signing with 100% compliance. Submit secure approvals to our team instantly from the office, the home, or the chairlift.
Outstanding Climb Requirements
CHART YOUR RETENTION COURSE
WITH total CLARITY
Ditch the historical reactive billing cycles. Meet with Clay Welch to review missed options, optimize business hold structures, and calibrate steady retainers prior to tax deadlines.
REAL-TIME CALENDLY CALENDAR SYNCED SECURELY