Approach
Prepared for what is next, not only what is due.
The practice plans the year before the year plans the practice. That is why the service level is chosen in the fall, and why new work starts with a meeting instead of a portal login.
01
Essential
Each month
QuickBooks Online review with written notes, a tax calendar, and estimated-tax reminders. Documents stay in the ProConnect client portal.
02
Growth
Each quarter
A tax-planning meeting, plus a cash-flow and margin discussion from the QuickBooks Online reports.
03
Strategic Advisory
Each month
A strategy call, a deeper forecast from the books, and a note when the trends look off.
What to bring to the first meeting
All new clients attend an in-person or virtual meeting before any engagement. Attachments and links can wait until then.
- The legal name of each entity, and who owns it.
- Whether QuickBooks (or similar) is current, behind, or nonexistent.
- Who enters bills and payroll today, if anyone.
- Last year’s returns, once the meeting is underway — not as an email attachment.
- The question you actually want answered this year.
Questions worth answering before you enroll
Will you enter my transactions?+–
No. The monthly packages review QuickBooks Online. They do not include bookkeeping catch-up, and they do not include payroll setup.
Are personal returns included?+–
No. Personal returns are outside the monthly packages. When a filing is needed, it is handled under a separate engagement.
We have two owners. What changes?+–
There is no published add-on for a second owner. A second owner, or a second entity, is discussed in the meeting and quoted on its own if the work is larger than one company.
Can I just have the return prepared?+–
Return preparation is not one of the three monthly packages. If that is all you need, say so in the inquiry. It is a separate engagement, not Essential, Growth, or Strategic Advisory.
How do new clients start?+–
With an in-person or virtual meeting before any engagement. Attachments and links can wait until that meeting. Use the start form or email to introduce the facts, and bring documents with you.
Are you a CPA firm?+–
Greg Dunavant holds a master's in accounting with a tax focus and has practiced for more than 30 years in southeastern Oklahoma and the DFW area. He is not a CPA or an Enrolled Agent. White Fox is business tax planning and financial advisory, not attest services, audits, or IRS representation.
Where do you work?+–
The practice is based in Frisco and works with owners in southeastern Oklahoma and across the DFW area. New work starts with an in-person or virtual meeting. Call 214-717-3085 or write to whitefoxtax@gmail.com.