Our Process
Our process
A tax planning process built around your goals.
Every client relationship at Cove follows the same five steps. We learn your situation, plan before we file and stay involved as things change.
The Cove process
Five steps that put tax planning first.
Returns and books matter, but the real value comes from planning before decisions are made. Every engagement follows the same path.
Start the Cove process- 01Clarity
Discovery
Know your complete position
We start with a focused conversation about your goals, income, entities and what has changed. We review prior returns and how your books are kept, so planning starts from facts and not assumptions.
- 02Clarity
Tax Assessment
Assess the full picture
We organize the documents and records behind your tax position, including income sources, entities, accounts, payroll and prior filings, and identify the planning opportunities and risks that stand out.
- 03Strategy
Plan Design
Plan before the year closes
We model your options before decisions are made, including entity structure, the timing of income and deductions, estimated payments and how your books support your position. You see the tradeoffs before anything is final.
- 04Confidence
Execution
Execute with precision
We carry out the plan: estimated payments, bookkeeping and accounting adjustments and the supporting records. Your return is then prepared from the plan, so it reflects the decisions you made.
- 05Confidence
Ongoing Advisory
Maintain your advantage
We check results against the plan through the year, and refine it as income, your business or tax rules change, so you are not starting over at the next deadline.
What to expect
How we work with you.
A few practical details so you know what the experience looks like from your side.
Your first conversation
We learn what is changing, what you want to accomplish and where it makes the most sense to begin.
Secure document exchange
You share documents through our secure client portal instead of sending sensitive files by regular email.
Guided onboarding
Our client onboarding team walks you through setup so nothing is missed and you know what we need from you.
Communication through the year
We stay in touch beyond filing season, so decisions are made with current information instead of at the deadline.
A better financial relationship starts here
Your next decision deserves more than a deadline-driven answer.
Tell us what is changing and what you want to accomplish. We’ll identify the right place to begin.
Request a consultation