If it’s mutually determined that you’re a good candidate for service at Bluestone your data gathering obligation is one consent click. After that, we receive verified, IRS sourced data that puts you on the same data playing field as the IRS. No more lengthy back and forth “homework” of document gathering, scanning, and sending just to know where to stand from a tax perspective.
From there, we get started on a preliminary assessment of your current tax situation and begin to narrow down the universe of tax strategies that may provide value to you.
Once we have that foundation, we speak with you and complete the most important part of our job, listening. Everyone has unique circumstances and priorities. Only you can tell us what’s most important to you. Saving money on taxes is obviously a goal of many. However, we are not deaf to the qualitative priorities and values that you want to make sure are incorporated into your legacy.