The Greenlight Process
The Greenlight process begins and ends with you. Whether you want to get a second look at your tax returns, explore new tax saving strategies, or get clarity around a business or personal decision, our experts can guide you every step of the way.
The Greenlight Process
The Greenlight process begins and ends with you. Whether you want to get a second look at your tax returns, explore new tax saving strategies, 
or get clarity around a business or personal decision, our experts can guide you every step of the way.
Together
Behind the Scenes
Tell us more about your business — and what brings you to Greenlight Tax Group. Together, we can explore the tax strategies that align with your business, see what’s possible and map out our next steps.
Introductory Call or Meeting
Using your past years’ tax returns, income statements, and other information you provide, our team conducts a comprehensive analysis of your current situation. Our goal is to determine whether we can introduce and implement tax strategies that will significantly reduce your future tax liability. We will also identify other opportunities to help you, from accounting to risk mitigation and business consulting.
Needs Analysis
The Greenlight Tax Group team presents the results of our analysis and our recommendations. Together, we go over our scope of work, possible tax strategies, deliverables, and pricing.
Presentation and Consulting
Agreement Meeting
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Using your past years’ tax returns, income statements, and other information you provide, our team conducts a comprehensive analysis of your current situation. Our goal is to determine whether we can introduce and implement tax strategies that will significantly reduce your future tax liability. We will also identify other opportunities to help you, from accounting to risk mitigation and business consulting. |
Needs Analysis
Implementation
Your plan deserves accurate, diligent, and timely execution on every front. The Greenlight Tax Group team will spearhead implementation by deploying the recommended strategies, coordinating with other professionals that serve you, and communicating with your executive team — so that everyone has the information they need to move you closer to your goals.
After the initial set of recommendations is put into motion, the Greenlight Tax Group team remains alert for changes and new developments that could potentially impact your plan, risk exposure, or expected outcomes. You can focus on what you do best, knowing that our experts are proactively monitoring the tax landscape — and the new developments at your company — with your best interests in mind.
Ongoing Support
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After the initial set of recommendations is put into motion, the Greenlight Tax Group team remains alert for changes and new developments that could potentially impact your plan, risk exposure, or expected outcomes. You can focus on what you do best, knowing that our experts are proactively monitoring the tax landscape — and the new developments at your company — with your best interests in mind. |