ENGAGEMENT
A good decision starts with the full picture, so every engagement begins there.
Every engagement at KB Tax Devisers opens with the same three-year review, no matter which level you eventually choose. By the end of it, you will know what your current structure has cost you, and you will be deciding with evidence instead of assumptions.
If the opportunity is not there, we will tell you before you commit to anything.
THE FIRST THIRTY DAYS
Your first thirty days
week 1
The Look-Back
GAP REPORT, NO FEE
week 2
The Diagnosis
FINDINGS REVIEW
week 3
The Plan
WRITTEN STRATEGY
week 4
The Implementation
FILED AND OPERATING
After the first thirty days, the work becomes an ongoing advisory relationship, with quarterly reviews that model each major decision before you make it.
LEVELS OF ENGAGEMENT
Four levels, built to grow with you
| Level | Best for | Focus |
|---|---|---|
| Clarity | The owner who wants confirmation that the strategy is right, covering current and future years. | Proactive strategy planning and a thorough deduction review. |
| Confidence | The owner who wants the strategy carried out, not only designed. | Core strategy implementation, handled alongside the planning. |
| Freedom | The owner who wants financial leadership beside tax strategy, so that growth and cash flow decisions are made with the tax impact in view. | Financial statement reporting with ongoing tax opportunity |
| Command | The owner facing an acquisition, a sale, or a major capital decision, where the structure of a transaction can move the tax outcome significantly. | Profitability analysis and transaction advisory. |
WHAT STAYS CONSTANT
What stays constant at every level
- Every engagement begins with the complete three-year diagnostic, and no work is recommended until it is finished.
- Every strategy is cited to the IRS code, with court case references where they exist, so that each recommendation can be defended.
- Every plan is reviewed on a quarterly rhythm, which means major decisions are modeled in advance rather than explained after the fact.
- Everything is written into your engagement letter, so you know exactly what you are committing to before you commit.
- All advisory work, strategy development, and tax filing are conducted remotely, for clients in all 50 states.
- Every engagement triggers a verified giving transaction through B1G1, supporting families around the world across three UN Sustainable Development Goals.
CHOOSING A LEVEL
Three questions that point to the right level
Most owners can identify their level by answering three questions honestly.
If the answer is most of it, a Clarity engagement gives you the diagnosis and a strategy to correct it.
If you want it handled for you, Confidence and the levels beyond it take the implementation off your desk.
If an acquisition, a sale, or a significant investment is on the horizon, the higher levels place advisory support beside those decisions while they are still being made.
THE NUMBERS
What engagements have produced
$91M
$50K to $250K+
Typical year-one savings
5x to 25x
Zero
FAQ
Questions owners ask before they begin
Pricing is set after your three-year review, once we understand the complexity of your structure and the level that fits. Everything is written into your engagement letter before you commit.
Within the first thirty days, you will know what your structure has been costing you and receive a written plan for what a different one delivers. The savings follow as the plan is implemented.
Yes. Advisory work, strategy development, and tax filing are all conducted remotely, for clients in all 50 states.
We will tell you. We do not take on engagements where the opportunity is not there, and the three-year review is how we find that out before you spend anything.
Your engagement gives you access to accountants, tax advisors, and CFOs, with the founders, Minal Babaria and Taruna Kanani, both CPAs and Certified Tax Strategists, leading the practice.
CLOSING