THE GAME PLAN
Tax is a lot like pro-hockey.
There are two things you need to deliver a win, game in and game out:
Talent & Strategy
Every team approaches the game through in-depth preparation and planning in order to execute their game plan. Every game is different, and requires a unique scouting report and game plan to get the all-important “W”. Your tax situation is no different, it’s unique and requires a custom strategy. Every shift, our team of Canadian and US tax professionals (our #1 line) is on the ice to develop a solution specifically catered to you.
Preparation is key
That’s when we take the time to listen. We start with an in-depth exploration of your current state and what your desired state looks like to you. Our multi-disciplinary tax professionals collaborate to simplify the complexity of your situation, challenge the status quo, and identify a solution that’s completely custom. Once the plan is in place, we execute and solve your unique tax challenges with a client care plan that is customized to meet your needs.
This is our game plan
This is how our team is transforming tax services by making complexity irrelevant.
Preparation is key, and that’s when we take the time to listen. We start with an in-depth exploration of your current state and what your desired state looks like to you.
Our Canadian and US tax professionals collaborate to simplify the complexity of your situation, challenge the status quo, and identify a solution that’s completely custom to you.
Once the plan is in place, it’s time to put our talent on the ice and execute. We solve your unique tax challenges with a client care plan that is customized to meet your needs.
We understand the full picture to help us prepare, plan, & execute.
Every tax situation has nuances and your situation is unique. Our first step together is to understand your current state and desired state — beyond numbers and strategies. We connect with you on a personal level to set the tone of our relationship. Like any good team, it’s important to take the time to gel. This allows for deeper insight into the factors that will influence your tax planning.
What does success look like to you when you partner with Moodys? After we learn about you, we dig into the influences that impact your unique situation. It is usually here where our experience helps change your perspective on your individual situation, as you leverage our knowledge to help map out a plan to eliminate dangers, capitalize on opportunities, and leverage strengths.
Our Pre-Game Warmup
STEP 1: High Level Introductory meeting to determine scope of project and dangers (what keeps you awake at night), opportunities, and strengths
- Preparation of Retainer agreement
STEP 2: Introduction of the Team Leader
STEP 3: Develop a Client Care Plan (CCP) outlining scope, requirements, budget, and schedule for your review and approval
You always get our #1 line, and we play a 200-ft game.
Our unique team of Canadian and US tax Lawyers and Accountants collaborate and work with you during the entire process. The team reviews your tax situation and develops a custom solution and implementation plan specific to your desired outcomes. When we say “custom,” we believe the status quo should be consistently challenged, and that means going beyond the obvious to arrive at a solution that is specific to your unique position. We analyze your tax situation from a historical perspective while we consider current and future influences, and the potential impact any solutions will have on your business and personal interests. We leave nothing on the table, and consider every angle before we finalize your client care plan.
When the Puck Drops
STEP 1: Drafts of Facts and Assumptions Memo and deficiencies list are sent to you
- You provide requested outstanding information and documents
STEP 2: Finalized Facts and Assumptions Memo is sent to you
- You confirm Facts and Assumptions Memo information by signing a copy and returning it to Moodys
Delivering the Win
We leave it all on the ice.
This is the moment all that preparation and planning is for, and it’s time to deliver the win with a customized plan to solve your tax challenges. Once the entire scope of work and all parameters are evaluated, our team finalizes the plan tailored to you. We walk you through your custom plan in plain English (no technical tax talk here) and clearly articulate the outcomes as a result of implementing the same. Once we are aligned, we execute your client care plan and ensure constant communication with proactive updates, keeping you informed of progress along the way. Together, we put one in the “win” column.
HOW WE DELIVER THE W
STEP 1: Team Leader communicates update to you re: status of the deliverable
STEP 2: If applicable, we update other members of your professional services team who need to be aware of the completed solution.
STEP 3: Deliverable materials sent to you