A different approach
In an era of digital disconnectedness, we seek to understand your business or personal financial story at a deeper level and provide customized tax strategies and services to optimize your unique income tax scenario.
Our approach is a hands-on, relationship based model that goes beyond the basic filing requirements and seeks to add value through strategic insight and analysis.
What we do differently
After working with hundreds of businesses and individual taxpayers, we noticed a trend: many taxpayers have only a vague understanding of the key drivers of their tax liability and limited awareness of how their tax position might be improved in the future. Too often, taxpayers and their advisors operate in hindsight, dedicating the bulk of their effort to filing returns for the prior year, while little—if any—discussion occurs regarding the current or future years. Beyond this, taxpayers are often interested in more in-depth discussions and analysis from their tax advisors, but the traditional model leaves many feeling underprioritized.
SlateBridge Tax is built on a unique approach to providing tax compliance and consulting services. We believe there are better ways of getting things done and created our method from the ground up. By addressing areas of improvement identified through years of experience working with taxpayers, we aim to optimize your overall tax scenario through a balance of hands-on involvement, strategic planning, and the right amount of technology. Our goal is to achieve the highest possible value in every endeavor, and to delivery it with premium client service.
How we do this:
Deep understanding: We seek a comprehensive view of your overall wealth picture and your financial goals, as these are critical in developing the optimal plan for your taxes. The only effective way to achieve this clarity is through communicating and building a strong relationship with you.
Selective client base: We ensure premium service in every engagement by limiting the number of clients we work with. Breaking from the traditional model, we provide higher-value service to a smaller group of clients. If we can’t do it well, we don’t take it on.
No outsourcing: We don’t outsource or offshore work, a practice that has become increasingly common. All tax services are provided directly by your advisor.
Information-driven advice: We believe that the best tax advisor is only as effective as the information they have. Your expectations about where your business is headed, where you want to be, and the ideas you are considering are all essential to helping us deliver the best solutions.