OUR APPROACH
You bring the questions.
We’ll work through them together.
Here’s what working with SevenX looks like—from your first conversation to reviewing the finished work.
01
LET’S TALK
Tell us what brought you here.
A new job? A growing business? A return you’re unsure how to approach? Tell us what’s happening and any deadline. We’ll discuss how we can help and whether you need a specialist.
Your part:
Start with a brief overview. There’s no need to send private documents yet.
02
WORK AND FEES
Know what’s included.
Before we begin, you’ll receive a written agreement explaining the work, the fee, the timing and what we each need to do. Preparation, bookkeeping cleanup and ongoing advice are listed separately when needed.
Your part:
Read the agreement and ask about anything that isn’t clear.
03
GATHER YOUR RECORDS
One manageable list.
We’ll tell you which records we need and how to share them securely. Then we’ll review the information together and work through anything missing. Complete records help keep the work moving.
Your part:
Gather the requested records and let us know what you’re still waiting for.
04
REVIEW TOGETHER
Understand the work before it’s finished.
We’ll explain the results and answer your questions. You review and authorize your return before filing. For advisory work, we write down the agreed actions, assumptions and follow-up items.
Your part:
Ask your questions, review the work and confirm the agreed actions.
A RELATIONSHIP THAT FITS
Help for this tax season—and beyond, if you need it.
You can come to us for a return, a specific planning question or regular business reviews. If you choose ongoing support, we’ll agree on the meeting schedule and what’s included.
LET’S TALK