The seven types of advisors depicted on the previous slides produce seven types of deliverables. These deliverables have been summarized on a timeline. The timeline spans four phases. Ideally, the client will complete each phase before moving to the next.
U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.